Client Intake Processor
New client to open matter in minutes, not hours
Parses intake form submissions, runs a quick conflict check, generates an engagement letter, creates the matter folder structure, and sends a welcome email. One submission kicks off everything — no re-entering data across five systems.
INGREDIENTS
PROMPT
Create a skill called "Client Intake Processor" for a lawyer. When I receive a new client inquiry (via email or form submission I'll paste in), extract all client information: name, contact details, matter type, opposing party, brief description of the issue, and how they heard about us. Immediately run a conflict check against my existing files and contacts. If no conflicts, generate an engagement letter using my template for that practice area (I'll provide templates). Create a new matter folder with my standard subfolder structure (correspondence, pleadings, discovery, research, billing). Draft a welcome email to the client with next steps and a list of documents I'll need from them. Create a calendar entry for an initial consultation. If I decline the case, log the referral source and prompt me to send a referral letter.
How It Works
When a new client inquiry comes in, this skill handles the entire intake
pipeline. From first contact to open matter, every step is automated except
the ones that need your judgment.
What You Get
- Parse intake form submissions or inquiry emails for client data
- Automatic conflict check against your existing matter database
- Engagement letter generation from practice-area templates
- Matter folder creation with standard subfolder structure
- Welcome email to client with next steps and document request list
- Calendar entry for initial consultation
- Lead tracking if you don't take the case (referral follow-up)
Setup Steps
- Provide your engagement letter templates by practice area
- Set up your standard matter folder structure
- Configure your intake form or inquiry email address
- Set the Claw to monitor for new submissions
Tips
- The conflict check runs automatically — you still need to review and clear it
- Customize the welcome email template with your firm's personality
- Use the lead tracker to follow up on referrals — it's free business development
- Speed to first response is the single biggest factor in client conversion