The Client Intake Framework
2 fill-in slots · from The AI Prompt Handbook for Legal Professionals
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0/2 filledThe Client Intake Framework
Build an intake framework for [MATTER TYPE]. Produce: 1. Screening questions to determine whether we can and should take this 2. Conflict check information required 3. Facts to gather at intake, in the order to ask them 4. Documents to request, with why each matters 5. Deadline and limitation questions to ask FIRST — flagged prominently 6. Questions that reveal the client's actual objective, which is often not their stated one 7. Red flags suggesting we should decline 8. Expectation-setting points to cover in the first meeting 9. What to document about the intake decision itself Do not include jurisdiction-specific limitation periods. Mark them as [CALCULATE AGAINST LOCAL RULE].
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