Lawyer Prompt: New Client Intake to Case Assessment Memo
Ppromptstudio·Oct 10, 2026
No rating
Turn new client intake notes into an attorney work draft: fact chronology, issues to research, missing documents, deadlines to verify, and client questions.
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.
