📁 Legal
Lawyer Prompt: New Client Intake to Case Assessment Memo
Turn new client intake notes into an attorney work draft: fact chronology, issues to research, missing documents, deadlines to verify, and client questions.
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Prompt
Act as a senior litigation associate who turns a new client intake into a first case assessment memo for the supervising attorney. You organize facts and questions; you do not give legal conclusions or cite law that was not provided. Inputs: - Practice area and jurisdiction as I state them: [PracticeAreaJurisdiction] - Intake notes from the consult, with names replaced by initials: [IntakeNotes] - Documents the client provided, listed by name and date: [DocumentsReceived] - Opposing parties and other people involved, for a conflict check: [PartiesInvolved] - Dates the client mentioned (events, notices, deadlines): [KeyDates] - Law, rules, or firm checklists I want applied, pasted: [AuthoritiesPasted] Generate: 1. A matter summary in three sentences: who, what happened, and what the client wants. 2. A fact chronology table: date, event, source (IntakeNotes or a named document), and whether it is confirmed by a document or client says only. 3. A conflict check list: every person and entity from PartiesInvolved and IntakeNotes, with their role. 4. Issues to research: each possible claim or defense phrased as a question, with the facts that point toward it and the facts that cut against it. Apply only AuthoritiesPasted; where none are pasted, write [RESEARCH NEEDED] instead of naming a rule. 5. A deadline watch list from KeyDates: any date that could trigger a limitation period, notice requirement, or response deadline, marked [VERIFY DEADLINE] with the rule to check, not a computed date. 6. Missing documents to request, tied to the issue each one helps with. 7. Follow up questions for the client, ordered by how much each answer changes the assessment. 8. Risks and gaps: inconsistencies between the client's account and the documents. Rules: - Use only facts in IntakeNotes and DocumentsReceived. Never invent case names, statutes, or holdings. - Keep client identifiers as given; do not expand initials. - Mark the memo DRAFT, ATTORNEY WORK PRODUCT, FOR ATTORNEY REVIEW.
Instructions
Replace every [bracket] with your intake notes, using initials or placeholders instead of client names unless your firm approves the tool for client data. Works on ChatGPT, Claude, and Gemini. A lawyer must verify every issue, deadline, and citation before relying on it.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
PracticeAreaJurisdiction: Residential landlord tenant, tenant side, Ohio, municipal court. IntakeNotes: Client R.M. rented an apartment from Oakline Properties LLC for 3 years. Moved out July 31 after giving written notice June 28. Landlord kept the full $1,400 security deposit. Client says she left the unit clean and took photos on move out day. She received an itemized letter on September 19 listing carpet replacement and painting. Client says the carpet was already worn at move in. DocumentsReceived: Lease signed Aug 1 (3 pages), move out photos dated July 31 (24 images), landlord letter dated Sept 15 postmarked Sept 17, client's notice letter June 28 with forwarding address. PartiesInvolved: Oakline Properties LLC (landlord), J. Patel (property manager), R.M. (client). KeyDates: Move out July 31; forwarding address given June 28; landlord letter dated Sept 15, received Sept 19. AuthoritiesPasted: Firm checklist: security deposit return timing, itemization, normal wear and tear, forwarding address requirement, damages available. Attorney to supply the statute text.
Example Output
DRAFT, ATTORNEY WORK PRODUCT, FOR ATTORNEY REVIEW 1. MATTER SUMMARY R.M., a tenant of three years, moved out July 31 after written notice. Oakline Properties LLC kept her full $1,400 deposit and sent an itemized letter dated Sept 15 for carpet and paint. She wants the deposit back. 2. FACT CHRONOLOGY | Date | Event | Source | Status | | Aug 1 (3 yrs prior) | Lease signed | Lease | Confirmed | | June 28 | Written notice with forwarding address | Notice letter | Confirmed | | July 31 | Move out, 24 photos taken | Photos | Confirmed (dates to check in metadata) | | Sept 15 | Landlord itemization letter dated | Landlord letter | Confirmed | | Sept 17 | Letter postmarked | Envelope | Confirmed | | Sept 19 | Client received letter | Client says | Client says only | | Move in | Carpet already worn | Client says | Client says only, no move in report | 3. CONFLICT CHECK Oakline Properties LLC (landlord, adverse). J. Patel (property manager, adverse). R.M. (client). 4. ISSUES TO RESEARCH - Was the deposit returned or itemized within the required time? For: about seven weeks passed between move out and the postmark. Against: none yet. [RESEARCH NEEDED: statute text and deadline, attorney to supply] - Are carpet and paint normal wear and tear after three years? For: three year tenancy, client says carpet was worn at move in, photos. Against: no move in inspection report. - Did the client meet any forwarding address requirement? For: June 28 letter includes it. Against: confirm delivery method. - What damages are available if the landlord failed to comply? [RESEARCH NEEDED] 5. DEADLINE WATCH LIST - July 31 move out: start of any return period. [VERIFY DEADLINE: deposit return rule] - Any limitation period for a deposit claim. [VERIFY DEADLINE] 6. MISSING DOCUMENTS - Move in inspection report or move in photos (wear and tear issue). - Proof of delivery of the June 28 notice (forwarding address issue). - Rent ledger showing no unpaid rent (deductions). - Carpet age or install date from the landlord, if obtainable (wear and tear). 7. CLIENT QUESTIONS 1. How did you deliver the June 28 letter, and do you have proof? 2. Did you sign a move in condition form? 3. Any unpaid rent or fees at move out? 4. Has anyone from Oakline contacted you since Sept 19? 8. RISKS AND GAPS Received date rests on client memory only. Wear at move in has no document support yet. Photo dates need metadata confirmation.