Legal

Legal Client Intake

For law firm intake specialists. Captures the matter, parties, dates, and statute-of-limitations signals an attorney needs to evaluate fit and run a conflict check.

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Insights per recording

Categories extracted

The insight schema

Every recording produces values for every key below, with verbatim evidence quotes and timestamps.

Matter

5 keys

· matter_type
· practice_area
· sub_matter
· summary_of_facts
· relief_sought

Parties

6 keys

· client_name
· opposing_party
· co_parties
· witnesses_mentioned
· entities_involved
· relationship_history

Jurisdiction

5 keys

· state
· county
· court_named
· federal_or_state
· forum_selection_clause_mentioned

Timeline

5 keys

· incident_date
· most_recent_event
· statute_of_limitations_signal
· filing_deadlines_mentioned
· urgency_level

Prior Counsel

4 keys

· prior_attorney
· reason_for_change
· pending_filings
· current_orders_outstanding

Evidence

5 keys

· documents_referenced
· communications_referenced
· photos_videos
· witnesses_willing
· expert_needed

Conflicts

2 keys

· potential_conflict_flag
· names_for_conflict_check

Fees & Retainer

5 keys

· fee_discussion
· contingency_vs_hourly
· retainer_amount_discussed
· retainer_signed
· payment_concerns

Sensitivity

5 keys

· pii_disclosed
· privileged_content_warning
· domestic_violence_flag
· minor_involved
· mental_health_flag

Next Action

4 keys

· intake_outcome
· attorney_to_assign
· documents_to_request
· follow_up_call_scheduled

Additional Observations

10 keys

· key_decision_made
· unexpected_revelation
· question_left_unanswered
· commitment_pending
· ambiguity_to_clarify
· action_item_owner
· action_item_due
· best_moment_quote
· worst_moment_quote
· overall_recommendation