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Legal Intake Agent
by
IgorGanapolsky
· GitHub ↗
· v1.0.0
· MIT-0
40
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0
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0
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1
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Install in OpenClaw
/install legal-intake-agent
Description
Ultra-high-ticket intake agent for Law Firms. Qualifies leads, performs preliminary conflict-of-interest checks, and books consultations. Hardened with Thumb...
README (SKILL.md)
Legal Intake & Conflict Check Agent with ThumbGate Safety
What This Agent Does
- Screens new potential clients (PNCs) 24/7 via Voice and Text.
- Performs preliminary conflict checks against your "Adverse Parties" list in Google Sheets.
- Qualifies leads based on Case Type, Statute of Limitations, and Budget.
- Books paid or free consultations directly into Clio, MyCase, or Google Calendar.
- Uses ThumbGate to ensure the AI NEVER provides legal advice or makes promises about case outcomes.
Critical ThumbGate Rules
- UPL Block: Physically block any response that begins with "You should..." or "Legally, you can..." or any variation of direct legal advice.
- No Outcome Promises: Block any claim that a case is "a winner" or "worth $X" or "easy to win".
- Conflict Trigger: If a PNC name matches an entry in the 'Adverse Parties' sheet, immediately block the agent and route to a senior partner.
- Statute Check: Block booking a consultation if the incident date is past the calculated Statute of Limitations for the specific case type.
Setup
- Upload your 'Adverse Parties' and 'Statute of Limitations' sheets.
- Link your legal CRM (via Make.com).
- Load skill:
openclaw skill load legal-intake-agent
Usage Guidance
Install only after verifying the ThumbGate package, reviewing all Make.com/CRM/Google/voice-provider permissions, and adding attorney-supervised approval for bookings and rejected intakes. Use sandbox data first, limit data fields, and document privacy/retention controls before handling real legal leads.
Capability Analysis
Type: OpenClaw Skill
Name: legal-intake-agent
Version: 1.0.0
The skill bundle describes a legal intake agent designed to qualify leads and perform conflict-of-interest checks. The instructions in SKILL.md and thumbgate-rules.md focus on defensive guardrails (referred to as 'ThumbGate') to prevent the AI from providing unauthorized legal advice or making liability-inducing promises. No malicious code, data exfiltration logic, or harmful prompt injections were identified; the setup steps (e.g., npx thumbgate init) and integrations (Clio, Google Sheets) are consistent with the stated purpose of a legal automation tool.
Capability Assessment
Purpose & Capability
The stated purpose is coherent, but the capability includes sensitive potential-client legal data, preliminary conflict/statute decisions, and direct consultation booking, which are high-impact without clearer scoping.
Instruction Scope
The instructions describe direct booking and automatic blocking based on rules, but do not describe human review, confirmation, override, audit logs, or rollback for mistaken bookings or rejected intakes.
Install Mechanism
No code or install spec is included, but setup relies on a user-run, unpinned npx ThumbGate command and external SaaS configuration.
Credentials
The expected environment connects Google Sheets, Make.com, legal CRMs/calendars, and voice/text providers for legal intake data; data boundaries and retention are not specified.
Persistence & Privilege
The use case advertises 24/7 operation via voice/text; this is disclosed and central to the purpose, but it needs monitoring and disable controls.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install legal-intake-agent - After installation, invoke the skill by name or use
/legal-intake-agent - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Initial release of the legal intake and conflict check agent for law firms.
- Screens and qualifies leads, performs preliminary conflict checks, and books consultations.
- Integrates with Google Sheets for conflict-of-interest checks and with legal CRMs like Clio and MyCase.
- Implements ThumbGate technology to prevent unauthorized legal advice or promises.
- Blocks consultations if the statute of limitations has expired.
- Routes potential conflicts directly to a senior partner.
Metadata
Frequently Asked Questions
What is Legal Intake Agent?
Ultra-high-ticket intake agent for Law Firms. Qualifies leads, performs preliminary conflict-of-interest checks, and books consultations. Hardened with Thumb... It is an AI Agent Skill for Claude Code / OpenClaw, with 40 downloads so far.
How do I install Legal Intake Agent?
Run "/install legal-intake-agent" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Legal Intake Agent free?
Yes, Legal Intake Agent is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Legal Intake Agent support?
Legal Intake Agent is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Legal Intake Agent?
It is built and maintained by IgorGanapolsky (@igorganapolsky); the current version is v1.0.0.
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