INTAKE·CLIENTS·2026
Client Intake
A guided intake that turns a plain-language description of a matter into a structured record a firm can act on: suggested answers you can change, a conflict-check party list, and urgency flags.
/ Overview
A new matter usually arrives as a story: who is involved, what happened, and whether something is about to expire. Client Intake turns that story into the record a firm actually needs. The person filling it out (the client, or staff taking it down) picks a matter area, and the model proposes the questions that fit, each with suggested answers that can be accepted or rewritten.
Nothing is saved until the person reviews every answer. The public demo stores nothing on the server. Do not type real names or confidential facts into it.
/ What it does
- Asks who is filling it out and which kind of matter it is, then proposes the intake fields for that area.
- Flags time-sensitive facts and builds a conflict-check list of the parties named.
- Writes a firm-facing summary and a short “what happens next”, and hands back a reference only after the person confirms.
/ How it is built
The same structured-elicitation engine as the contracts playbook: a strict JSON schema, a repair pass, and an assert before any field is shown. Suggested answers are drafts. The person confirms the record before it exists.
It is a way to gather information for a firm to evaluate a matter. It is not legal advice, and it creates no attorney–client relationship.