Client Intake → Summary & Next Steps

Turn a raw intake call or form into a clean matter summary.

How it works

Reads an intake form, call transcript, or email thread and produces a client-matter summary with parties, issues, jurisdiction, conflicts to check, and recommended next steps.

You bring

Intake form / transcript / email thread

You get

Matter summary
Conflict-check items
Next-step checklist

Example

Prompt

"Summarize this intake email and draft a 5-step engagement plan."

Output

Matter summary drafted. 2 conflict-check parties identified. 5-step plan ready for partner sign-off.