Example Inputs
Matter Type
Employment dispute
Urgent Deadline
Termination happened 18 days ago
Input
Call transcript and intake form pasted in
Client Intake Summary Prompt
Turn raw client intake notes into a cleaner matter summary with issues, risks, and follow-up questions.
This prompt is built for legal intake workflows where the facts arrive in scattered notes, forms, or call transcripts. It helps you produce a structured summary that is easier to review internally.
Important note
These prompts support education, organization, and drafting workflows. They do not create legal advice, establish an attorney-client relationship, or replace review by a licensed attorney in the relevant jurisdiction.
Copy-And-Paste Prompt
Use This Prompt
Works well in ChatGPT, Claude, Gemini. Replace any bracketed variables before you run it.
Variables to customize
[Client Intake Notes or Transcript][Matter Type][Jurisdiction if Known][Urgent Deadlines or Risk Factors]
Act as a legal operations professional organizing raw intake information into a clear case summary. Your task is to summarize client intake information into a structured overview with facts, legal issues, missing details, and follow-up questions. Use these inputs when available: - [Client Intake Notes or Transcript] - [Matter Type] - [Jurisdiction if Known] - [Urgent Deadlines or Risk Factors] Requirements: - Separate facts from assumptions. - Highlight missing information clearly. - Organize the intake into a clean internal review format. - Avoid stating legal conclusions as settled facts. Return the answer in this format: 1. Matter summary 2. Known facts and timeline 3. Open issues or missing information 4. Suggested follow-up questions Tone and style: structured, neutral, and review-ready Ask me concise follow-up questions only if a missing detail would materially change the quality of the final answer.
Sample Output
Known facts: client reports termination 18 days ago after raising concerns about overtime classification. Missing information: whether complaints were documented in writing and whether any severance agreement has been signed.
This is a mock example only. Your result should change based on the variables, context, and constraints you provide.
What this prompt is designed to do
The structure of this prompt is meant to make the AI do more than generate a loose first pass. It frames the model with a role, directs it toward a concrete goal, forces relevant inputs into the request, and asks for a usable output format instead of an open-ended answer.
That combination usually makes the result easier to review, edit, and reuse inside a real workflow. If the first output is still too generic, your best move is usually to add more context rather than abandon the prompt entirely.
Category-specific guidance
- Use these prompts for workflow support, not final legal advice.
- Include jurisdiction, matter type, and audience whenever relevant.
- Tell the model whether the output is internal, educational, or client-facing.
- Have a licensed attorney review any substantive legal content before relying on it.
Related Prompts
Browse more copy-and-paste prompts that fit the same workflow, adjacent use case, or decision context.
Beginner
Case Note Organizer
Organize scattered case notes into a cleaner chronology, issue list, and next-step summary.
case notesorganizationlitigation support
Good For
- Preparing internal matter updates
- Cleaning up notes before team meetings
Advanced
Demand Letter Outline Assistant
Create an internal demand letter outline with facts, issues, damages themes, and open questions.
demand letterdraftingpre-litigation
Good For
- Preparing internal drafting notes
- Organizing pre-litigation communications
Intermediate
Plain-English Contract Explainer
Summarize contract language into a clearer plain-English explanation for internal or educational use.
contractsplain englishlegal communication
Good For
- Internal team education
- Helping non-lawyers understand dense legal language
Intermediate
Legal Content Outline Prompt
Create educational legal content outlines that are easier for attorneys to review and expand.
legal contentseooutline
Good For
- Planning law firm blog posts
- Creating FAQ or service page support content
Client Intake Summary Prompt FAQ
Straight answers to the questions readers usually have before using these prompts.
How should I customize the client intake summary prompt prompt?
Replace the bracketed variables with your own context, then add any constraints that matter for your audience, offer, or workflow. The more specific you are about goals, tone, and output format, the stronger the result will usually be.
Can I use this lawyers prompt with ChatGPT, Claude, or Gemini?
Yes. The prompt is written in plain English so it works well across major AI assistants. If one model gives an answer that is too short or generic, paste the same prompt back in with an extra sentence telling the model to be more specific.
Does this client intake summary prompt prompt replace a professional review?
These prompts support education, organization, and drafting workflows. They do not create legal advice, establish an attorney-client relationship, or replace review by a licensed attorney in the relevant jurisdiction.