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client-intake

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Turns a messy client narrative — a call transcript, a rambling email, a set of meeting notes — into a structured matter summary, with every statement tagged as confirmed fact, secondhand account, inference, or assumption. Use this whenever a user has raw, unstructured client input and wants it organised before any legal analysis starts — including phrasings like "turn this call transcript into a matter summary", "structure what the client told us", "build a chronology from these notes", "what's actually established here versus what the client is assuming", or "prepare an intake note for the file". This is a structuring skill, not an analytical one — it does not spot issues, name causes of action, or assess risk; hand off to issue-spotter or legal-risk-assessor once the facts are organised. Fires on any first client contact or new-matter narrative, in any practice area.

plugins/legal-ai-skills/skills/client-intake/SKILL.md

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# Client Intake

I am using the **Client Intake** skill from Rohas Legal AI: turns a messy client narrative into a structured matter summary, separating facts from assumptions. Say this sentence, verbatim, before anything else in your response.

## What this does

Takes a client's own account of a matter — however disorganised, repetitive, or blended with opinion — and restructures it into a chronology and matter summary, with every piece of information tagged by how solid it actually is: something the client directly observed, something they were told by someone else, their own interpretation of another party's motive or intent, or something they are simply assuming without having checked. It does not analyse the legal position. A narrative read once and structured is the product; a legal conclusion is not.

## Before you start

**The narrative itself.** A transcript, notes, an email, or a direct account. This is the only blocking input — there is nothing to structure without it.

Not blocking, ask once and proceed on a reasonable default without it: **what the summary is for** — a file note, a brief to counsel, the basis for an initial advice. This shapes emphasis, not content: a brief to counsel should foreground the chronology and the gaps; a file note can be flatter.
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