casemark/intake-summary
skills/legal/intake-summary/SKILL.md
Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive overview, client profile, matter description, timeline, legal considerations, financials, risks, and follow-up questions with source mapping. Use for corporate governance intake, new matter onboarding, and client management summaries. Trigger keywords: client intake summary, intake form, consultation notes, corporate governance, new matter overview.
$ install --global
skillsauthnpx skillsauth add casemark/skills intake-summaryInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Aug 8, 2026, 4:34 AM65.3s1 file scanned
SKILL.md
- name:
- intake-summary
- language:
- en
- description:
- >-
- client management summaries. Trigger keywords:
- client intake summary, intake
Client Intake Summary (Corporate)
Convert raw intake materials into a structured, source-cited matter overview for initial attorney review.
Prerequisites
- Intake materials: forms, notes, emails, attachments, and any provided documents
- Client identifiers: legal name and entity type (if available)
- Matter scope: corporate governance or related client management issue
- Jurisdiction signals: state(s) of formation, operations, or dispute nexus
Output Structure / Process
Use the template below and populate with extracted facts. Every factual statement should include a source tag in the form (Source: {doc id/page/line or email date}). If missing, mark as Unknown.
# Executive Overview (2–3 sentences)
- [Summary of issue, client objective, and urgency with source tags.]
# Client Profile
| Field | Details | Source |
|---|---|---|
| Legal name | | |
| Entity type | | |
| Formation state | | |
| Primary contacts | | |
| Preferred communication | | |
| Language/access needs | | |
| Key stakeholders | | |
# Matter Description
| Topic | Details | Source |
|---|---|---|
| Issue summary | | |
| Key parties | | |
| Client objectives | | |
| Business context | | |
| Prior actions taken | | |
| Documents referenced | | |
# Timeline of Key Events
| Date | Event | Source |
|---|---|---|
| | | |
# Preliminary Legal Considerations
- Area(s) implicated:
- Jurisdiction questions:
- Governance instruments involved (bylaws, charter, operating agreement):
- Potential deadlines or time sensitivity:
- Conflicts check status:
# Financial Discussions
| Item | Details | Source |
|---|---|---|
| Fee structure discussed | | |
| Retainer amount | | |
| Budget constraints | | |
| Billing preferences | | |
# Risks / Red Flags
- Inconsistencies or credibility issues:
- Unclear authority or standing:
- Complexity indicators:
- Unrealistic expectations:
# Follow-Up Questions
-
-
-
# Immediate Next Steps
-
-
-
# Source Map (if multiple materials)
| Source ID | Description | Date | Notes |
|---|---|---|---|
| | | | |
Guidelines
- Use clear, neutral legal tone; avoid advocacy or conclusions not supported by sources.
- Cite the exact intake source for each fact; avoid unsourced paraphrase.
- Flag missing facts with
Unknownand surface as follow-up questions. - Call out potential conflicts and urgency without assuming outcomes.
- Keep dates in
YYYY-MM-DDformat and verify entity spellings against source documents. - Scope to U.S. corporate governance intake; if non-U.S. issues appear, label as jurisdictional uncertainty.
Related Skills
casemark/medical-records-gap-analysis
tools
VerifiedTrustedCommunity
Audits the complete in-scope medical-record universe in a litigation matter and produces an attorney-facing, Bates-cited analysis of treatment gaps, missing records or providers, baseline coverage, material billing or production mismatches, and complaint evolution. Use when asked to find missing medical records, analyze treatment gaps or first-care timing, identify absent providers, assess whether a production is complete, or prepare a records-request target list. Use medical-record-chronology instead when the primary request is a chronological clinical narrative.
40SKILL.mdUpdated Sep 3, 2026
casemark/private-placement-memo
development
VerifiedTrustedCommunity
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
40SKILL.mdUpdated Apr 17, 2026
casemark/privacy-law-updates
data-ai
VerifiedTrustedCommunity
Generates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.
40SKILL.mdUpdated Apr 17, 2026
casemark/prior-art-summary
testing
VerifiedTrustedCommunity
Generates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.
40SKILL.mdUpdated Apr 17, 2026