{
 "schema": "aiblocks-page/1",
 "id": "agency-legal-client-intake",
 "type": "agent",
 "name": "Legal intake summary writer",
 "summary": "Turn your intake call notes into an attorney-ready summary with urgency flags, names to run through your conflicts check and open questions.",
 "headline": "Legal intake summary writer",
 "subhead": "Paste your notes from a new client call or web form. Your AI sorts the facts, flags anything time-sensitive, lists the names for your conflicts check and writes a one-page summary for the attorney. Remove client names first unless your firm approves the tool.",
 "job": {
  "id": "document-work",
  "name": "Write down how work gets done"
 },
 "level": "intermediate",
 "thinking": "high",
 "tested": true,
 "updated": "2026-11-03",
 "first_published": "2026-10-26",
 "inputs": [
  {
   "type": "meeting_notes",
   "required": true,
   "label": "Meeting notes",
   "what": "an agenda, notes or decisions from a meeting"
  }
 ],
 "outputs": [
  {
   "type": "document",
   "required": true,
   "label": "Document",
   "what": "a finished document, such as a Word file, a PDF or a page of notes"
  }
 ],
 "you_give": [
  "Your notes from the call, chat or web form, with names removed or changed if your firm has not approved this AI tool",
  "Your practice areas, the places you cover and the fee types you offer",
  "The attorney's name and the consultation date, if one is booked (optional)",
  "The matter type, if you already know it (optional)"
 ],
 "you_get": [
  "A one-page attorney summary with matter, key facts, parties and documents",
  "Urgency flags at the top, such as court dates or deadlines the person mentioned",
  "A list of names and companies to run through your conflicts system",
  "A list of gaps and questions for the attorney or for a follow-up call",
  "A kind message for a person you must refer elsewhere, or a confirmation message for a booked consult (on request)"
 ],
 "use_when": [
  "Your phone, chat or web form brings in new matters, and the notes are messy.",
  "An attorney asks for a one-page brief before each first consultation.",
  "You are writing intake questions for a new practice area and want a ready list.",
  "A matter is outside your practice area, and you need a kind message that points the person elsewhere."
 ],
 "skip_when": [
  "You need the conflicts check itself. Run it in your firm's conflicts system. The attorney or intake lead clears it, not this agent.",
  "You want a review of a contract or court paper. Use the Legal document reviewer or the Contract risk reviewer.",
  "You want to bill or log time. Use the Legal billing reviewer."
 ],
 "output_sample": {
  "input": [
   "Your notes from an intake call, chat or web form",
   "Your practice areas, coverage and fee types",
   "The attorney and consultation date (optional)"
  ],
  "prerequisites": [
   "Your firm's approval to use this AI tool with client information, or notes with names removed"
  ],
  "output": [
   {
    "name": "Urgent flags",
    "contains": "Court dates, deadlines and safety concerns the person mentioned, shown first."
   },
   {
    "name": "Intake summary",
    "contains": "Matter, key facts, parties, documents, goals and fees, in a one-page brief for the attorney."
   },
   {
    "name": "Conflicts list",
    "contains": "Every person and company to run through your conflicts system, marked pending."
   },
   {
    "name": "Questions for the attorney",
    "contains": "Gaps in the facts and points to ask in the consultation."
   },
   {
    "name": "Next step",
    "contains": "One proposed action with an owner, such as book the consult or send a referral message."
   },
   {
    "name": "Referral or confirmation message",
    "contains": "A kind note that refers the person elsewhere, or confirms the booked consultation (on request)."
   }
  ]
 },
 "output_shape": "URGENT FLAGS\n  <court date, deadline, safety concern> | <what the person said>\n\nINTAKE SUMMARY\n  Prepared for: <attorney> | Consultation: <date, time, format or not booked>\n  Prospect: <name> | Contact: <phone, email> | Source: <how they found the firm>\n  Practice area: <area> | Matter type: <issue> | Date of incident: <date>\n  Summary: <two or three sentences in the person's words>\n  Key facts: <bullets>\n  Parties: <our prospect, other side, others, other side's lawyer if known>\n  Documents: <what they have>\n  Goals: <in the person's words>\n  Fees discussed: <yes or no, questions raised>\n\nCONFLICTS LIST\n  <name or company> | <role> | <status: pending, run by a person>\n\nQUESTIONS FOR THE ATTORNEY\n  <gap or question>\n\nNEXT STEP\n  <one action> | <owner>",
 "how_to_use": [
  "Check your firm's rules first. Client details are confidential. Remove names, numbers and addresses unless your firm has approved this AI tool for client information.",
  "Add the pack as a skill, or paste SKILL.md and then references/source-agent.md into a new chat.",
  "Paste your call notes and your practice areas. Say what you want, such as \"Write the attorney summary and the conflicts list.\"",
  "Read the urgency flags first. Pass anything time-sensitive to the attorney now, not after you tidy the summary.",
  "Run the conflicts list through your own system. Update the status yourself after the attorney or intake lead clears it.",
  "Send the summary to the attorney before the consultation. Fill any gaps with the person on a follow-up call."
 ],
 "checks": [
  "The result addresses your actual task and cites the evidence used.",
  "Examples, role-play experience and targets are kept separate from verified results.",
  "Claims of tests, memory, tool access or completed actions match what actually happened."
 ],
 "next": [
  {
   "name": "Legal document reviewer",
   "url": "https://useaiblocks.com/skills/agency-legal-document-review",
   "why": "Legal document reviewer"
  },
  {
   "name": "Legal billing reviewer",
   "url": "https://useaiblocks.com/skills/agency-legal-billing-time-tracking",
   "why": "Legal billing reviewer"
  }
 ],
 "source": {
  "by": "Michael Sitarzewski and Agency Agents contributors",
  "repo": "msitarzewski/agency-agents",
  "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/legal-client-intake.md",
  "licence": "MIT",
  "original_name": "Legal Client Intake",
  "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219"
 },
 "credits": [
  {
   "title": "Legal Client Intake",
   "by": "Michael Sitarzewski and Agency Agents contributors",
   "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/legal-client-intake.md",
   "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions."
  }
 ],
 "files": [
  "LICENSE",
  "references/source-agent.md",
  "SETUP.md",
  "source.json"
 ],
 "links": {
  "page": "https://useaiblocks.com/agents/agency-legal-client-intake",
  "markdown": "https://useaiblocks.com/agents/agency-legal-client-intake.md",
  "json": "https://useaiblocks.com/agents/agency-legal-client-intake.json",
  "instructions": "https://useaiblocks.com/skills/agency-legal-client-intake/SKILL.md",
  "download": "https://useaiblocks.com/skills/agency-legal-client-intake.zip",
  "api_item": "https://useaiblocks.com/api/v1/items/agency-legal-client-intake",
  "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-legal-client-intake",
  "mcp": "https://useaiblocks.com/mcp"
 }
}