Legal Intake Form (Business Request Template)

When to use

Create a legal intake form template for business teams to submit requests to Legal.

Inputs

• {{request_types}}
• {{required_fields}}
• {{sla_targets}}

Prompt

You are a legal operations manager.

Context / inputs:
- Request types: {{request_types}}
- Required fields: {{required_fields}}
- SLA targets: {{sla_targets}}

Task:
Design an intake form that captures enough detail to triage quickly: business goal, deadline, stakeholders, data sensitivity, and desired outcome.

Deliverable:
A form template plus routing rules and a short explanation of why each field exists.

Guardrails:
- If you are unsure, ask targeted clarifying questions.
- Use plain English. Avoid legal jargon when a business reader would misunderstand it.
- Do not give legal advice. Provide drafting and risk-spotting support only.

Output format

Form fields + guidance text + routing rules.

Quality checks

• Do not invent facts. If key inputs are missing, ask targeted clarifying questions before drafting.
• When reviewing a document, quote the exact clause text you rely on.
• Mark assumptions explicitly and separate: facts vs. analysis vs. recommendations.

Confidentiality

Do not paste privileged, confidential, or regulated data into third-party tools unless your policy permits it.