Client Intake Questionnaire Automation
Streamline client intake by processing questionnaire responses and generating conflict checks, engagement letters, and matter setup documents.
60-75% reduction in intake time
Consistent, complete intake process
Document Automation & Generation
The Problem
- ✗Time spent on intake administration
- ✗Incomplete information requiring follow-up
- ✗Inconsistent intake across matters
- ✗Delayed matter commencement
- ✗Administrative burden on lawyers
How Claude Helps
Claude streamlines intake by processing questionnaire responses and generating required documents. It analyzes intake questionnaire responses, generates conflict check requests, drafts engagement letters, creates matter setup documents, and identifies missing information.
Step-by-Step Workflow
Client completes questionnaire
Gather initial matter and client information
Process intake information
Claude analyzes responses and identifies requirements
Run conflict check
Generate conflict check request with all relevant parties
Generate engagement letter
Draft scope, fees, and terms based on intake data
Set up matter
Create matter setup documents and kickoff agenda
Example Prompt
Process this client intake for a new corporate matter: INTAKE QUESTIONNAIRE RESPONSES: - Client Name: Acme Startup Inc. - Entity Type: Delaware C-Corp - Contacts: Jane Doe (CEO), [email protected] - Matter Type: Series A Financing - Transaction Value: $10M - Timeline: Close in 60 days - Conflicts: List of investors and their counsel - Prior Counsel: Wilson & Associates (corporate) - Budget Sensitivity: Medium - Special Requirements: Weekly updates requested GENERATE: 1. CONFLICT CHECK REQUEST - Parties to check - Related entities - Opposing counsel 2. ENGAGEMENT LETTER - Scope of representation - Fee arrangement (hourly with estimate) - Terms and conditions - Signature blocks 3. MATTER SETUP MEMO - Matter name and number - Responsible attorney - Team members needed - Key deadlines - Budget estimate 4. FOLLOW-UP QUESTIONS - Missing information - Clarifications needed 5. KICKOFF AGENDA - Initial meeting topics - Documents to request - Timeline discussion
Frequently Asked Questions
Can Claude create custom questionnaires?
Yes. Describe the matter type and Claude will generate appropriate intake questions.
What about conflict checking?
Claude identifies parties for conflict check. Actual checking requires your conflict system.
Can Claude integrate with practice management systems?
Claude generates intake data in exportable formats for your PM system.