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Client Intake Assistant

Structures legal clinic client intakes into a case summary with issue spotting and triage flags

Source Download skill
Repository
anthropics/claude-for-legal
Stars
9,870
Licence
Apache-2.0
Files
2 files

What it does

When installed, the agent runs a structured intake interview for a new legal clinic client, using practice-area question templates (immigration, housing, family, consumer). It spots related legal issues across areas, flags possible conflicts of interest, suggests a triage level, and writes up a formatted case summary for a student to analyze and a professor to review. It explicitly does not decide whether the clinic accepts a case.

Great for

  • Law students working in legal clinics who need to speed up intake write-ups
  • Clinic supervisors who want consistent intake summaries and conflict flags
  • Developers building legal-clinic tooling on the Claude for Legal plugin set

Skip it if

  • Members of the public seeking legal advice directly; the skill is built for supervised clinic staff and it does not give legal advice
  • Clinics without a configured CLAUDE.md, since it relies on that file for templates, supervision style and flag triggers, and falls back to generic defaults otherwise
  • Anyone entering sensitive client data into an AI tool without checking their clinic's confidentiality and privacy rules, because intake involves immigration, safety and criminal history details

Try asking

  • “Start a new client intake: the client says their landlord threatened to call ICE about their status”
  • “Run an intake interview for a consumer debt collection call and produce the case summary”
  • “Write up a family law client's situation with children and a safety concern for professor review”
  • “Draft a triage classification and supervision flag for a client facing a hearing in two weeks”
Step-by-step guide: how to use Client Intake AssistantInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 2 original files, the Apache-2.0 licence and an attribution note.

    client-intake.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip client-intake.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip client-intake.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Set up the clinic's CLAUDE.md and practice-area guides first so the intake uses your clinic's own questions rather than the generic defaults
  • Treat the output as a draft: the student analyzes it and the professor makes the acceptance and conflict decisions
  • Avoid pasting more client personal data than the intake needs, and follow your clinic's confidentiality rules

What's inside

  • references/intake-templates/README.md
  • SKILL.md

Redistributed unmodified from anthropics/claude-for-legal under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.