Prompt pack

Intake and Triage Pack

Prompts for intake notes, issue spotting, and follow-up questions.

Turn messy intake notes into a structured, reviewable summary.

Generate a focused set of follow-up questions to de-risk an intake before work begins.

Generate an issue-spotting checklist for a workflow/matter type to reduce misses.

Draft a concise intake acknowledgement email that requests documents and sets expectations.