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Grok Bot+18 agentsLegal Client Intake Pro — Turn Inquiries Into Structured
Organize legal inquiries into structured facts, parties, documents, urgency flags and consultation-ready intake packets.
$9.99
Legal Client Intake Pro — Turn Inquiries Into Structured
Example session with this skill installed
Fictional example: Fictional prospective client reports a contract dispute; parties, jurisdiction and relevant dates are incomplete. Produce a complete first-pass deliverable with facts, assumptions and practical next steps. Do not take external actions.
- Read your context and instructions
- Compiled the legal client intake
Legal Client Intake Pro: worked example
Fictional scenario; uses only supplied facts.
Fictional prospective client reports a contract dispute; parties, jurisdiction and relevant dates are incomplete.
Deliverable
| Workstream | Finding | Action |
|---|---|---|
| Facts | Only broad dispute type supplied | Separate reported facts from assumptions; request concise event timeline |
| Screening | Parties and jurisdiction missing | Prepare conflict-precheck inputs for authorized staff without clearing conflicts |
| Urgency | Dates not established | Capture exact document dates and flag prompt lawyer review; do not invent deadlines |
Decision and next steps
Produce intake summary, document checklist and open questions; authorized legal staff determine representation and advice.
Evidence boundaries
Missing facts remain unverified. Recommendations are proposed actions, not completed work. Validate sources, constraints and approvals before implementation; measure results against the objective and revise when new evidence supports change.
Handoff
Assign an owner to each action, record evidence and open questions, and confirm the next review date. Keep assumptions separate from observed facts.
Connects securely to your tools. The creator never sees your data.
About this skill
Legal Client Intake Pro
Organize legal inquiries into structured facts, parties, documents, urgency flags and consultation-ready intake packets.
Workflow and deliverables
- Separate reported facts from assumptions; request concise event timeline
- Prepare conflict-precheck inputs for authorized staff without clearing conflicts
- Capture exact document dates and flag prompt lawyer review; do not invent deadlines
Getting started
Provide goals, relevant source material, dates, constraints and existing decisions for Legal Client Intake Pro. Preserve applicable restrictions and flag missing information.
Receive a structured deliverable with priorities, assumptions, open questions and next steps. A fictional worked example is included below.
Boundaries
Uses supplied evidence and explicit assumptions. No guaranteed outcomes or continuous monitoring. Live research and external actions require supported tools and authorization. Intake support only; no legal advice, conflict clearance, deadline guarantee or attorney-client relationship. External actions require supported tools and authorization.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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