skills.rest
jdrodriguez
jdrodriguezCOMMUNITY
Explore all skills by this author →
GitHub

process-intake

Process raw client intake data into structured profiles, conflict checks, and checklists.

6|Updated Feb 10, 2026
Search Tags:#nlp#intake#conflict-check#client-profile#document-checklist#sol-warnings#legal-processing
One-click install
npx skills add https://github.com/jdrodriguez/legal-toolkit --skill process-intake
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: process-intake
Source: https://github.com/jdrodriguez/legal-toolkit/tree/main/legal-toolkit/skills/process-intake
Command: npx skills add https://github.com/jdrodriguez/legal-toolkit --skill process-intake

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, spacy, python-dateutil, python-docx, XlsxWriter, and includes scripts (resource) components.

What problem does it solve?

Process raw client intake notes and forms into structured client profiles, conflict checks, document checklists, and statute-of-limitations warnings to reduce manual data entry and errors.

Core Features & Use Cases

  • NLP-powered extraction of client details, matter type, dates, and entities from free-form notes, JSON forms, DOCX, or CSV.
  • Automatic conflict-check preparation with name variations and inferred roles.
  • Matter-type-specific document checklists and SOL risk assessments.
  • Generate an intake-ready client_profile.json and, optionally, a conflict report in Excel.

Quick Start

Provide the path to a single intake file (TXT, MD, JSON, DOCX, or CSV) and run the intake processor to generate structured outputs.

Frequently Asked Questions about process-intake

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract client information from free-form intake notes?▼

Extracting client information from free-form intake notes uses NLP-based entity extraction with spaCy to pull client details, matter types, and dates from text, JSON, DOCX, or CSV inputs into structured profiles.

Can I automate conflict checks from raw client intake data?▼

Automating conflict checks from raw client intake data generates name variations and inferred roles, producing a structured conflict report that can optionally be exported to Excel.

How do I generate document checklists and statute of limitations warnings for legal matters?▼

Generating document checklists and statute of limitations warnings applies rule-based matter classification to intake data, dynamically producing actionable checklists and SOL risk assessments per matter type.

Does this intake processor support batch CSV inputs?▼

The intake processor supports batch CSV inputs alongside single-file TXT, MD, JSON, and DOCX formats, applying NLP extraction and matter classification across multiple intake records simultaneously.

What Python dependencies are required to process legal intake forms?▼

Processing legal intake forms requires local Python dependencies including pandas, spaCy, python-dateutil, python-docx, and XlsxWriter to handle data parsing, NLP, date calculations, and optional DOCX export.

Related Skills

Explore More Legal & Compliance Skills→
AbdullahMalik17AbdullahMalik17
9

working-with-documents

Automate document processing across DOCX, PDF, and PPTX files.

Community
Advanced
sellersessionssellersessions

dashboard-auto-generation-client

Generate standalone HTML dashboards from CSV, Excel, JSON, or TSV files.

Community
Advanced
dkyazzentwatwadkyazzentwatwa
86

named-entity-extractor

Extract people, organizations, and locations from unstructured text using NLP.

Community
Intermediate
bomberoxenviosdosruedasbomberoxenviosdosruedas

agency-legal-client-intake

Automate legal client intake with qualification, conflict checking, and summary generation.

Community
Advanced