Playbook
Client Intake + Matter Triage
A lightweight intake workflow: clarify facts, risks, and next steps with a clean summary you can share internally.
ContractsReviewSensitivity: mediumBudget: Free or paidPlatform: any
Recommendation
Based on your answers, we’d start with: Contract Review Quickstart
Your current page is a template. The recommendation below is the closest match for your matter type and workflow stage.
Recommended Stack
Start with 3–5 tools. Add more only if you can maintain the workflow.
Open-Source Legal Chatbot (Starter Project)
Starter codebase for a legal chatbot you can adapt for internal Q&A, intake workflows, and policy-aware responses (review required).
Verifiedfree
- Commonly used in the "Client Intake + Matter Triage" workflow.
Checklist
- [ ] Capture facts, parties, dates, and objectives
- [ ] Identify jurisdiction, deadlines, and document list
- [ ] Spot immediate risk areas (privacy, privilege, conflicts)
- [ ] Produce a 1-page internal matter summary and next-step plan
Risk Notes
- Do not treat AI output as legal advice; it’s a drafting and organization tool.
- Never paste confidential client details into tools without approval.
Prompts
Intake Summary (Structured)
Turn messy intake notes into a structured, reviewable summary.
Client Follow-up Questions
Generate a focused set of follow-up questions to de-risk an intake before work begins.
Issue Spotting Checklist
Generate an issue-spotting checklist for a workflow/matter type to reduce misses.
Client Email Draft (Intake Acknowledgement)
Draft a concise intake acknowledgement email that requests documents and sets expectations.
Skill templates
Source Check (Template)
A repeatable template for verifying legal citations and claims.
Advisory
Want a vendor-agnostic plan for your team?
We can help turn this playbook into a defensible workflow with governance, rollout, and change management.
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