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.
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Last scanned: Apr 4, 2026, 3:44 AM14.3s1 file scanned
SKILL.md
- name:
- intake-summary
- 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.
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