Client Intake Questionnaire Automation
Streamline client intake by processing questionnaire responses and generating conflict checks, engagement letters, and matter setup documents.
ClaudeOpenAIVaries by form design and process maturity; validate with pilot metrics.
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 AI Supports This Workflow
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
Tool-specific Steps
Process this client intake and generate conflict-check, engagement, and matter-setup outputs. Output: intake package with missing-info follow-ups and kickoff plan.
When to escalate
- Escalate if conflict data is incomplete for high-risk parties or affiliates.
- Escalate if scope, fee terms, or client identity details are ambiguous.
Do This Now
- Choose your tool tab and copy the prompt.
- Run the workflow and review the top legal risks first.
- Compare output against your matter facts before sharing.
- Escalate to attorney review when any escalation check is triggered.
- Save your final notes and move to the related tutorial for deeper practice.
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.