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SkillReady to runNewLegal

Legal Client Intake Builder

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 13, 2026

Trigger check passed

Editorially graded · Aug 16, 2026

Assembles a configurable client intake package for law firms — an editable DOCX questionnaire, a fillable PDF, and a companion XLSX intake tracking log — covering client information, conflict-of-interest screening, matter-specific question modules, billing preferences, and jurisdiction-aware privacy disclosures that default to general, jurisdiction-neutral language unless a specific jurisdiction is confirmed. Use when a firm asks for a new client intake questionnaire and internal tracking log built from scratch — e.g., launching a new practice area, standardizing intake across offices, or replacing an ad hoc paper form with a structured package.

What you get

An installable SKILL.md file for your AI assistant. Produces a Word document (.docx), a PDF, and an Excel workbook (.xlsx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
A mid-sized law firm partner requests a client intake system for Calder & Reeves PC, specializing in family law and immigration in Texas. They need a client intake form and a way to track everything.
Sample output
Sample output produced by the Legal Client Intake Builder skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Client intake system including a DOCX client intake questionnaire, a PDF fillable client intake questionnaire, and an XLSX intake data log with tabs for intake log and conflict parties index. The system includes sections for client information, conflict-of-interest screening, matter details, billing and engagement preferences, jurisdiction-specific disclosures, and a non-engagement disclaimer. The XLSX file has conditional formatting for conflict check status and data-validation dropdowns for practice area, conflict check status, fee arrangement, and status.

Goes well with

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