Legal Client Intake Interview Builder

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slug: legal-client-intake-interview-builder version: "1.0.0" type: descriptive language: en

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Legal Client Intake Interview Builder

Overview

Builds structured intake interview plans for law firm consultations and new matter opening. This is a descriptive OpenClaw skill for legal-industry workflow support. It provides structured frameworks, checklists, templates, and issue-spotting prompts. It does not execute code, call external APIs, access legal databases, retrieve court records, automate filings, or perform legal services.

When to Use

Preparing for a first client consultation

Opening a new legal matter

Standardizing intake questions across practice groups

Target Users

Attorneys

Paralegals

Legal intake teams

Law firm operations managers

Inputs to Collect

Matter or project context, including jurisdiction if known

Relevant facts, documents, parties, dates, and constraints

Desired output format, audience, and level of detail

Known deadlines, risk concerns, or review priorities

Core Modules

1. Conflict and identity information checklist — provides structured prompts, checklists, and review fields for this area. 2. Matter background question tree — provides structured prompts, checklists, and review fields for this area. 3. Urgency and deadline capture — provides structured prompts, checklists, and review fields for this area. 4. Document request list — provides structured prompts, checklists, and review fields for this area. 5. Red-flag escalation prompts — provides structured prompts, checklists, and review fields for this area.

Workflow

1. Confirm the user's legal workflow goal and the relevant practice context. 2. Ask for missing facts, documents, dates, parties, jurisdiction, and audience where needed. 3. Apply the modules below as a structured thinking framework. 4. Produce checklists, templates, matrices, memos, or planning aids tailored to the user's context. 5. Flag uncertainty, verification needs, deadlines, ethics concerns, confidentiality issues, and attorney-review points.

Expected Outputs

Intake interview agenda

Question checklist

Document request list

Risk and deadline notes

Example Prompts

"Create an intake interview plan for a small business contract dispute."

"Help me structure first-call questions for a potential employment termination matter."

Safety and Legal Limitations

This skill provides informational workflow support only and is not legal advice.

It does not create an attorney-client relationship and does not replace review by a qualified attorney.

Laws, court rules, deadlines, ethics duties, privilege, confidentiality, and professional responsibility rules vary by jurisdiction and matter.

Users must verify all legal authorities, filing requirements, deadlines, facts, citations, and strategic decisions with qualified counsel.

The skill must not be used to fabricate evidence, coach false testimony, evade regulation, access data unlawfully, or bypass confidentiality obligations.

Specific limitation for this skill: Informational workflow support only; does not provide legal advice or determine whether representation should be accepted.

Acceptance Criteria

Package is descriptive only: no handler.py, scripts, external APIs, network calls, or command execution.

SKILL.md and README.md are English-first and include an explicit legal-information disclaimer.

Outputs are frameworks, checklists, templates, or planning aids rather than legal conclusions.

Includes target users, when-to-use guidance, inputs, workflow, outputs, examples, and safety limitations.

skill.json contains unique slug, tags, trigger keywords, requires_api=false, and readiness=stable.