Summarize a new client intake for attorney review

Turn intake call notes or a web form into a structured matter summary, a conflict-check list and the questions to ask next, for the attorney to review.

Works in Claude, ChatGPT, Gemini, Copilot.

The prompt

Everything else on this page is free to read. The prompt itself is included with every Dapols plan.

This prompt is included with every Dapols plan

Any plan, the one-time setup or the monthly subscription, unlocks “Summarize a new client intake for attorney review” and every other prompt in the library.

What this prompt produces:

A two-minute matter snapshot from messy intake notes
A list of every party named, ready for your conflict check
Follow-up questions and documents to request
Red flags such as urgency or possible time limits

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Check before you use it

An attorney must check time limits, run the actual conflict check and decide whether to take the matter. Strip sensitive identifiers before pasting, confirm your AI tool's data settings, and follow your bar's confidentiality and prospective-client rules.

When not to use AI for this

If the intake suggests an imminent deadline, an arrest, a safety risk or a court date within days, a person at the firm should call the inquirer back directly rather than wait on a summary.

Questions

Can AI help a law firm with client intake?

It can organize intake notes, pull out parties and dates, and suggest follow-up questions. Decisions about conflicts, deadlines and taking the case stay with the attorney.

Can I use AI to run a conflict check?

It can list the names in an intake so you can search them, but it cannot see your client records. Run the actual check in your own conflict system.

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