Improve law firm client intake with AI

AI can help organize intake, but it should not decide whether someone has a case. Use it to improve clarity, consistency, and follow-up.

Use AI for structure, not legal judgment

Keep confidential data out of public tools unless your firm has approved secure systems and policies.

📋 Prompt — copy & paste v1

Draft a client intake questionnaire for a law firm.

Practice area: [family law / estate planning / immigration / personal injury / business / other]
Client situation: [brief non-confidential summary]
Goal of intake: gather facts for attorney review

Create:
1. Intake sections
2. Questions for each section
3. Documents to request
4. A short follow-up email after form submission

Use plain language. Do not provide legal advice, predictions, or conclusions.

Works in: ChatGPT / Claude / Gemini · Review with firm policies before use

Add firm-specific guardrails

Include disclaimers, conflict-check steps, and jurisdiction limits according to your firm’s process.