Turn Family Law Client Notes Into an Intake Summary
Convert messy client notes into a clear family law intake summary for lawyer review.
Prompt Overview
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Tips For You
The first intake summary should not try to solve the case. It should make the facts easier to verify and the first conference more productive.
From Operations TeamNexusAi TechnologyProblem It Solves
Family law clients often provide emotional, incomplete, or scattered information. Legal teams need a quick way to organise facts, identify missing details, and prepare the matter for proper review.
Structured Intake Summary
Turns scattered client notes into a lawyer-reviewable matter summary.
Missing Information List
Identifies facts still needed before advice or drafting.
Document Request Starter
Creates an initial list of evidence and documents to request.
AI Prompt Instructions
Act as a family law intake assistant supporting a qualified solicitor or lawyer.
Your task is to turn messy client notes into a structured intake summary. Do not provide legal advice. Organise the information, identify missing facts, and prepare a lawyer-reviewable summary.
Matter context:
- Jurisdiction: [insert jurisdiction]
- Matter type: [parenting / property settlement / divorce / separation / child support / family violence / urgent application / mixed matter]
- Client position: [applicant / respondent / parent / spouse / de facto partner / other]
- Client notes: [paste notes]
Create the following output:
1. Matter Snapshot
Summarise the matter in plain English.
2. Key Parties
List the client, former partner, children, related family members, businesses, trusts, companies, or other relevant parties.
3. Key Issues
Identify the main legal and practical issues, such as parenting arrangements, property division, disclosure, safety concerns, communication issues, relocation, financial support, or urgent deadlines.
4. Important Dates
Extract dates and create a simple timeline.
5. Missing Information
List the facts the lawyer still needs.
6. Documents to Request
List documents or evidence the client should gather.
7. Lawyer Review Questions
Create questions the solicitor should ask at the first conference.
Keep the output clear, neutral, and suitable for internal legal review.
Expected Outcome
A family law intake summary with matter snapshot, parties, key issues, timeline, missing information, document requests, and lawyer review questions.
Implementation Journey
Generate the intake summary
Paste the promptText into ChatGPT, Claude, Gemini, or LawY with the matter type, jurisdiction, client position, and client notes. Expect a structured intake summary and missing information list.
6–10 minutesCheck and complete missing facts
Use the missing information and lawyer review questions to prepare the first client conference agenda in Word, Google Docs, Notion, or your practice management system.
10–20 minutesPrepare the matter file
Copy the key parties, dates, documents, and questions into the family law matter file for solicitor review before any advice is given.
10–15 minutes