Is it limited to U.S. law?

It is primarily scoped for U.S. corporate governance. If non-U.S. issues appear, the skill is instructed to label them as jurisdictional uncertainties for further review.

How does the skill ensure accuracy in legal summaries?

The skill uses mandatory source mapping, requiring a specific citation tag for every factual statement to ensure all data can be traced back to the original intake documents.

How does it handle missing information?

Any missing facts are marked as 'Unknown' and automatically surfaced in a dedicated 'Follow-Up Questions' section to ensure no critical data is overlooked.

Does this skill provide legal advice?

No, it is a summarization and organization tool designed to prepare materials for human attorney review, maintaining a neutral tone without offering legal conclusions.

Can it handle multi-document intakes?

Yes, it includes a source map table specifically designed to track and organize information from multiple emails, forms, and attachments simultaneously.

Corporate Client Intake Summary

Name: Corporate Client Intake Summary
Author: lev-os

bylev-os

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生产力与工作流

Generates structured, source-cited U.S. corporate client intake summaries from raw consultation notes and forms.

This skill streamlines the legal onboarding process by transforming disorganized intake materials—such as emails, consultation notes, and forms—into a professional, structured overview for attorney review. It ensures high accuracy and accountability by requiring source mapping for every factual statement, making it an essential tool for corporate law firms managing new matter intake, governance issues, and client profiles. By automating the extraction of entity types, timelines, and financial discussions, it allows legal professionals to focus on strategy rather than manual data entry.

主要功能

01Automated flagging of missing information with generated follow-up questions

02Comprehensive client profiling including entity types and stakeholders

03Chronological timeline generation for key legal events

04Preliminary identification of legal risks and financial constraints

052 GitHub stars

06Automated source-to-fact mapping with mandatory citation tags

使用场景

01Organizing fragmented communication chains into a coherent corporate governance summary

02Preparing preliminary matter overviews for partner review before formal engagement

03Onboarding new corporate clients into a law firm's management system

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add lev-os/agents intake-summary

For use in Claude.ai and ChatGPT