law firm intake summarizer

The problem

Attorneys and paralegals spend hours distilling messy intake notes into structured memos while facing high stakes. Missing a statute-of-limitations (SOL) deadline or failing to identify a conflict-of-interest party can lead to catastrophic malpractice claims.

What it does

• Converts raw intake call notes and forms into standardized, attorney-ready memos.
• Builds conflict-check lists including named parties and specific placeholders for described-but-unnamed entities.
• Flags potential short-fuse deadlines for government, municipal, or federal defendants to prevent missed notice-of-claim windows.
• Calculates elapsed time since incidents to surface urgency without performing unauthorized legal research.
• Extracts directional case-value signals based on documented damages and liability facts without predicting dollar amounts.

Why this beats prompting it yourself

General-purpose prompts often hallucinate specific legal deadlines or "ballpark" numbers, creating massive liability risks. This skill enforces strict refusal logic for all non-verified dates and ensures government notice-of-claim risks are flagged by principle, not just by name.

Use cases

• Standardizing intake summaries for personal injury, employment, or civil litigation firms.
• Generating internal conflict-of-interest name lists for immediate database searches.
• Triaging new leads by identifying high-value indicators and urgent filing requirements.

Known limitations

Will not provide specific SOL dates from memory or provide legal advice. Requires a named individual and method for any firm-supplied period to be computed into a date.