Legal Client Intake Structurer (Turn Messy Messages into Clear Matters)
Quickly turn unstructured client messages into a clear matter summary and follow-up plan.
Prompt Overview
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Tips For You
Use this output as an internal note or CRM entry before the first call. For strategy, risk assessment, or advice drafting, use advanced prompts.
From Operations TeamNexusAi TechnologyProblem It Solves
Initial client enquiries are often disorganised, emotional, or incomplete, making it hard for law firms to assess matters efficiently. This prompt helps intake staff and junior lawyers extract key facts, identify gaps, and prepare a clean internal summary without giving legal advice.
Clean Matter Summaries
Transforms unstructured client messages into readable internal notes.
Gap Identification
Highlights missing information before the first consultation.
Intake-Ready Output
Designed for intake teams, not legal advice generation.
AI Prompt Instructions
You are my legal intake assistant. You do NOT provide legal advice.
Convert the following client message into a clear internal intake summary.
Client message:
[PASTE CLIENT MESSAGE HERE]
Context:
- Jurisdiction: [state / country]
- Matter type: [e.g. contract dispute, employment, family, property]
Produce the following sections:
1. Key facts (bullet points only)
2. Parties involved and their roles
3. Timeline of relevant events (if available)
4. What the client appears to want or expect
5. Missing or unclear information
6. Ten specific follow-up questions to ask the client next
Keep the output neutral, factual, and concise. Do not provide legal opinions or advice.
Expected Outcome
You should receive a structured intake summary with clear facts, identified gaps, and a practical follow-up question list ready for internal review.
Implementation Journey
Paste the client message
Copy the client’s email, form submission, or message into the prompt.
1 minuteAdd basic context
Specify jurisdiction and matter type to improve structure.
1 minuteReview and store
Save the structured output to your intake system or matter notes.
3 minutes