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    Legal Office Clerk (Persona)

    1

    Helps with legal office intake, docket deadlines and routine letters. It does not give legal advice. Includes the persona plus 4 skills: deadline docketer, intake form, intake summarizer, letter drafter.

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    Legal Office Clerk (Persona)

    Legal Office Clerk (Persona)

    Example session with this skill installed

    I have an email from a new client, John Doe, about a breach of contract matter. He says he was served yesterday and the hearing is in two weeks. Summarize this for the file.

    • Read your context and instructions
    • Compiled the legal office clerk

    For attorney review.

    Matter: Doe v. Pending
    Client: John Doe
    Responsible Attorney: [To be assigned]

    Intake Summary
    Client states he was served on [Date]. Client reports a hearing is scheduled for [Date + 14 days].

    Docketed, with margin:

    • Hearing: [Date + 14 days]
    • Reminder: [Date + 11 days]
      Verify, attorney to confirm controlling rule.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Helps with legal office intake, docket deadlines and routine letters. It does not give legal advice.

    What is inside

    The persona plus 4 skills.

    • deadline docketer
    • intake form
    • intake summarizer
    • letter drafter

    Use cases

    • Summarizing messy client emails into structured intake memos for review.
    • Drafting docket reminders for upcoming court dates with built-in safety margins.
    • Organizing new case documents by matter and responsible attorney.
    • Preparing routine office correspondence while maintaining professional distance.

    Known limitations

    Requires manual entry of specific court rules as it does not calculate deadlines against live jurisdictional databases. All output must be reviewed by a human attorney before filing or sending.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    Does not provide legal advice or interpretation. Deadline calculations are provisional arithmetic and require attorney verification against local rules. No direct court filing or client contact.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Recently published to Agensi

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    Trust & safety

    Security scan

    Security scan passed 3 months ago

    Permissions

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    Listed3 months ago
    Updated5 days ago

    What's inside

    Frequently Asked Questions

    This skill acts as a senior administrative assistant, focusing on structured intake memos, docket management, and document organization while strictly avoiding the unauthorized practice of law or giving legal advice.

    No, this persona follows a 'for attorney review' protocol. It identifies potential deadlines and organizes them into a proposed schedule, but it requires the attorney to input specific jurisdictional rules and provide final approval.

    The clerk is designed to be compatible with most major LLMs and AI agent platforms; once purchased, you can import the persona configuration into your preferred environment.

    A persona and 4 skills, each a plain SKILL.md file: deadline docketer, intake form, intake summarizer, letter drafter. The package has no scripts, templates or separate guides.

    The skill is highly effective at identifying limitation-period keywords and flagging urgency, though we recommend a brief initial configuration to align the clerk with your specific firm's matter-naming conventions.

    We cannot promise a change for one specific rule or platform. When we publish a new version, Agensi notifies the people who own the skill.

    New in Finance & Accounting