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Install in OpenClaw
/install legal-client-intake-interview-builder
Description
Creates structured interview plans, checklists, and templates to guide legal client intake and new matter opening for law firm consultations.
README (SKILL.md)
Legal Client Intake Interview Builder
Overview
Builds structured intake interview plans for law firm consultations and new matter opening. This is a descriptive OpenClaw skill for legal-industry workflow support. It provides structured frameworks, checklists, templates, and issue-spotting prompts. It does not execute code, call external APIs, access legal databases, retrieve court records, automate filings, or perform legal services.
When to Use
- Preparing for a first client consultation
- Opening a new legal matter
- Standardizing intake questions across practice groups
Target Users
- Attorneys
- Paralegals
- Legal intake teams
- Law firm operations managers
Inputs to Collect
- Matter or project context, including jurisdiction if known
- Relevant facts, documents, parties, dates, and constraints
- Desired output format, audience, and level of detail
- Known deadlines, risk concerns, or review priorities
Core Modules
- Conflict and identity information checklist — provides structured prompts, checklists, and review fields for this area.
- Matter background question tree — provides structured prompts, checklists, and review fields for this area.
- Urgency and deadline capture — provides structured prompts, checklists, and review fields for this area.
- Document request list — provides structured prompts, checklists, and review fields for this area.
- Red-flag escalation prompts — provides structured prompts, checklists, and review fields for this area.
Workflow
- Confirm the user's legal workflow goal and the relevant practice context.
- Ask for missing facts, documents, dates, parties, jurisdiction, and audience where needed.
- Apply the modules below as a structured thinking framework.
- Produce checklists, templates, matrices, memos, or planning aids tailored to the user's context.
- Flag uncertainty, verification needs, deadlines, ethics concerns, confidentiality issues, and attorney-review points.
Expected Outputs
- Intake interview agenda
- Question checklist
- Document request list
- Risk and deadline notes
Example Prompts
- "Create an intake interview plan for a small business contract dispute."
- "Help me structure first-call questions for a potential employment termination matter."
Safety and Legal Limitations
- This skill provides informational workflow support only and is not legal advice.
- It does not create an attorney-client relationship and does not replace review by a qualified attorney.
- Laws, court rules, deadlines, ethics duties, privilege, confidentiality, and professional responsibility rules vary by jurisdiction and matter.
- Users must verify all legal authorities, filing requirements, deadlines, facts, citations, and strategic decisions with qualified counsel.
- The skill must not be used to fabricate evidence, coach false testimony, evade regulation, access data unlawfully, or bypass confidentiality obligations.
- Specific limitation for this skill: Informational workflow support only; does not provide legal advice or determine whether representation should be accepted.
Acceptance Criteria
- Package is descriptive only: no handler.py, scripts, external APIs, network calls, or command execution.
- SKILL.md and README.md are English-first and include an explicit legal-information disclaimer.
- Outputs are frameworks, checklists, templates, or planning aids rather than legal conclusions.
- Includes target users, when-to-use guidance, inputs, workflow, outputs, examples, and safety limitations.
- skill.json contains unique slug, tags, trigger keywords, requires_api=false, and readiness=stable.
Usage Guidance
This package appears internally consistent and descriptive-only, but consider the following before installing or using it in production: (1) Provenance — the source/homepage is unknown; verify authorship or trustworthiness if that matters to your organization. (2) Confidential data — do not paste privileged or client-identifying information into the skill or chat without confirming your data-handling policies; the skill itself does not request credentials but the agent runtime will see any user-provided content. (3) Legal risk — outputs are informational workflow aids only and not legal advice; always have a licensed attorney verify jurisdictional rules, deadlines, privilege/ethics issues, and final substantive recommendations. (4) Quick sanity check — the package contains only SKILL.md, README.md, ACCEPTANCE.md, and skill.json as advertised; if you later see additional files (scripts, handler.py, binaries, or network calls), treat that as a red flag and revoke use.
Capability Analysis
Type: OpenClaw Skill
Name: legal-client-intake-interview-builder
Version: 1.0.0
The skill bundle is a purely descriptive, text-based workflow for legal intake planning and contains no executable code, scripts, or external API dependencies. All files (SKILL.md, skill.json, README.md) are consistent with the stated purpose of providing structured checklists and templates, and include explicit safety disclaimers and prohibitions against code execution or data exfiltration.
Capability Assessment
Purpose & Capability
The name and description (legal intake interview builder) match the SKILL.md and README: the package is purely descriptive, produces checklists/templates, and does not declare or require unrelated resources (no env vars, no binaries, no APIs).
Instruction Scope
SKILL.md restricts operation to producing frameworks, templates, and checklists and explicitly states it will not execute code, call external APIs, access databases, or perform filings. It does not instruct reading arbitrary system files, environment variables, or transmitting data to external endpoints.
Install Mechanism
There is no install specification and no code files. Being instruction-only means nothing is written to disk or downloaded during install — the lowest-risk class of package.
Credentials
The package declares no required environment variables, credentials, or config paths. That is proportionate for a document-only skill that generates interview plans.
Persistence & Privilege
The skill is not forced-always (always:false). It permits autonomous invocation (disable-model-invocation:false), which is the platform default and acceptable here because the skill does not request elevated access or persistent credentials.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install legal-client-intake-interview-builder - After installation, invoke the skill by name or use
/legal-client-intake-interview-builder - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release: document-only legal workflow skill.
Metadata
Frequently Asked Questions
What is Legal Client Intake Interview Builder?
Creates structured interview plans, checklists, and templates to guide legal client intake and new matter opening for law firm consultations. It is an AI Agent Skill for Claude Code / OpenClaw, with 53 downloads so far.
How do I install Legal Client Intake Interview Builder?
Run "/install legal-client-intake-interview-builder" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Legal Client Intake Interview Builder free?
Yes, Legal Client Intake Interview Builder is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Legal Client Intake Interview Builder support?
Legal Client Intake Interview Builder is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Legal Client Intake Interview Builder?
It is built and maintained by haidong (@harrylabsj); the current version is v1.0.0.
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