Client Intake Summary

Convert a recorded intake meeting into a structured intake summary for the case file.

When to use it

Use after recording a client consultation when you need a comprehensive intake document for case evaluation, conflict-checking, and retainer decisions — capturing factual background, claims, damages, and client expectations in one structured pass.

The prompt

Copy the prompt below, paste into ChatGPT, Claude, or your firm's preferred LLM, then paste your transcript where the placeholder indicates.

Transform this client consultation transcript into a comprehensive intake summary for case file documentation:

**CLIENT INTAKE SUMMARY**

**Client Information:**
- Name: [From transcript]
- Contact Information: [If mentioned]
- Consultation Date: [Date of meeting]
- Consultation Duration: [Length of meeting]
- Matter Type: [Legal issue category]

**FACTUAL BACKGROUND**

**Incident/Issue Description:**
[Client's explanation of the legal problem]
- What happened: [Detailed factual narrative]
- When it occurred: [Timeline and important dates]
- Where it took place: [Locations and jurisdictions]
- Who was involved: [All parties and witnesses]
- Why client seeks legal representation: [Goals and outcomes desired]

**SUPPORTING EVIDENCE**

**Documents Client Possesses:**
[Materials client has or can obtain]
- Contracts, agreements, or legal documents
- Correspondence (emails, letters, texts)
- Financial records or transaction documentation
- Medical records or treatment information
- Photographs, videos, or physical evidence

**Potential Witnesses:**
[People with knowledge of relevant facts]
- Names and relationship to case
- Contact information if available
- Nature of knowledge or involvement
- Anticipated testimony or support

**DAMAGES AND REMEDIES**

**Economic Losses:**
[Financial impact client has experienced]
- Medical expenses incurred
- Lost wages or business income
- Property damage or replacement costs
- Future financial consequences anticipated

**Non-Economic Damages:**
[Personal impact and consequences]
- Pain and suffering descriptions
- Emotional distress or mental anguish
- Impact on relationships or family life
- Loss of enjoyment or quality of life

**LEGAL ANALYSIS NOTES**

**Potential Claims:**
[Legal theories applicable to client's situation]
- Primary cause of action
- Secondary or alternative claims
- Statute of limitations considerations
- Jurisdictional issues

**Case Challenges:**
[Potential obstacles or weaknesses]
- Disputed facts requiring investigation
- Liability questions or shared fault
- Damages calculation difficulties
- Evidence preservation concerns

**CLIENT EXPECTATIONS AND GOALS**

**Desired Outcomes:**
[What client hopes to achieve]
- Monetary compensation sought
- Non-monetary remedies desired
- Timeline expectations for resolution
- Settlement versus trial preferences

**Next Steps and Action Items:**
[Immediate tasks and follow-up requirements]
- Documents client will provide
- Investigation tasks for attorney
- Deadlines and time-sensitive issues
- Fee arrangement and retainer requirements

Ensure all client statements are captured accurately for case file documentation and future reference.

Client consultation transcript:
[PASTE YOUR TRANSCRIPT HERE]

How to use it well

Verify the captured "Statute of limitations considerations" against your jurisdiction's actual deadlines — AI may flag the right concept but miss the specific deadline that applies.
Use the output as the working draft of your intake memo, not the final — paralegal or attorney review should add legal analysis, conflict-check results, and engagement-letter scope.
For high-volume practices, this prompt makes intake meeting documentation 10x faster — record, transcribe, run prompt, edit.
For privileged communications, treat the transcript and the prompt output the same as any other privileged material in your matter management system.

Expected output

A complete intake summary covering client info, factual background, evidence list, damages analysis, potential claims, statute-of-limitations flags, and next-step action items.

Related prompts

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Pull facts, evidence references, and legal elements from a deposition into a structured catalog.

Meeting Minutes Generator

Generate formal meeting minutes from a recorded meeting transcript in business-documentation style.

Action Item Tracker

Pull every commitment, deliverable, and follow-up from a meeting transcript into a tracked action registry.

← All prompts Create an account

Frequently asked questions

Will it flag statute-of-limitations issues from the intake?

It flags timing-related concerns based on what the client said ("the incident happened two years ago"), but it cannot calculate the actual deadline for your jurisdiction and cause of action. Treat the AI flag as a prompt to do the SOL analysis manually, not a substitute for it.

Can it identify potential conflicts of interest?

It catalogs all parties and witnesses mentioned, which is exactly the input your conflict-checking system needs. Run that party list through your firm's conflict-check process — the prompt does not perform conflict checks itself.

How should I handle privileged content from intake?

Treat the prompt output as privileged work product and store with the matter file under the same controls as any other privileged document. If your firm has restrictions on which AI tools can process privileged content, route through whichever LLM your AI policy permits — most enterprise ChatGPT/Claude tiers offer no-training contractual terms.