Client intake triage
Turns a pasted intake into a review packet a lawyer checks. It does not give legal advice or open a matter.
By Bot Cookbook
- Recipe
- Business
- none (paste fallback)
- 20 Oct 2026
From the intake I paste, list names, the requested work, every date in the text, and missing fields. Quote the source line for each item. Do not decide a conflict, give legal advice, contact anyone, or open a matter.
Method
- 01
Paste a sample or redacted intake
Start with fictional or redacted text. Keep conflict searches and client advice with a lawyer.
- 02
Ask for a packet
The bot lists names, the requested work, dates that appear in the text, and fields that are missing. It marks uncertain lines for review.
- 03
A lawyer decides the next step
The packet does not accept the matter, contact the person, or file anything.