score-intake

Score intake call transcripts against rubrics with evidence citations and coaching notes.

6|Updated Feb 10, 2026
One-click install
npx skills add https://github.com/jdrodriguez/legal-toolkit --skill score-intake
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: score-intake
Source: https://github.com/jdrodriguez/legal-toolkit/tree/main/legal-toolkit/skills/score-intake
Command: npx skills add https://github.com/jdrodriguez/legal-toolkit --skill score-intake

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Intake calls are high-cost, high-stakes moments for criminal defense firms, yet recordings are rarely reviewed systematically; this Skill converts raw call recordings or transcripts into repeatable, evidence-backed coaching insights and conversion predictions so managers can improve intake performance and protect marketing investment.

Core Features & Use Cases

  • Multiformat input handling: Accepts audio/video (auto-transcribes), scanned PDFs (auto-OCRs), readable PDFs, or plain text transcripts.
  • Rubric-driven scoring: Produces weighted 1–5 scores per category with exact transcript quotes and timestamps as evidence.
  • Actionable coaching: Generates concise coaching notes that include specific alternative phrases, an objections table, top strength, top coaching opportunity, and a sign-probability assessment.
  • Use Case: A firm manager uploads a recorded intake call to identify weak objection handling, produce a coaching script, and track quality trends across reps.

Quick Start

Score this intake call transcript or upload the call audio and return a weighted scorecard with evidence quotes, coaching notes with exact alternative phrases, objections table, and a sign probability.

Frequently Asked Questions about score-intake

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

FAQPage Schema
How do I score intake call transcripts to generate coaching notes for a criminal defense firm?

Intake call scoring uses a weighted rubric to evaluate transcripts, generating 1-5 category scores, exact quote citations, specific alternative coaching phrases, an objections table, and a sign-probability assessment to improve conversion rates.

Can I use audio recordings for intake call scoring, or do I need to provide text transcripts?

You can use audio recordings for intake call scoring, as the system automatically transcribes audio and video files during preprocessing. It also applies OCR to scanned PDFs, meaning you do not need to manually transcribe or convert recordings before analysis.

What is call scoring with a rubric and how does it handle objections during legal intake?

Call scoring with a rubric evaluates recorded calls against weighted criteria to produce actionable coaching insights. It handles objections by generating a specific table, identifying top strengths, and highlighting coaching opportunities with exact alternative phrases for reps.

Does intake call scoring work with scanned PDFs and audio files for manager coaching reviews?

Yes, intake call scoring works with scanned PDFs and audio files for manager coaching reviews. It automatically applies OCR to scanned or text PDFs and transcribes audio or video recordings, normalizing various inputs into text for comprehensive scorecard generation.

What is the best way to track intake quality trends and conversion probability across legal reps?

The best way to track intake quality trends is to systematically score call recordings against a weighted rubric to generate per-category scores, coaching notes, and a sign-probability assessment. This creates repeatable, evidence-backed data points to compare rep performance over time.