Legal Client Intake Interview Builder

Creates structured interview plans, checklists, and templates to guide legal client intake and new matter opening for law firm consultations.

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.