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Legal Intake Pilot
by
IgorGanapolsky
· GitHub ↗
· v1.0.1
· MIT-0
43
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0
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2
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Install in OpenClaw
/install legal-intake-pilot
Description
A high-security legal intake agent for law firms. Prevents unauthorized legal advice and PHI leaks via ThumbGate.
README (SKILL.md)
Legal Intake & Case Triage Pilot
The Legal Intake Pilot handles the first interaction with potential new clients (PNCs). It qualifies leads based on case type, conflict of interest, and statute of limitations, while strictly preventing the unauthorized practice of law (UPL).
Key Features
- UPL Prevention: Built-in ThumbGate rules ensure the agent never provides legal advice or guarantees outcomes.
- Conflict Check Baseline: Collects critical data (Opposing Party, Case Type) to speed up human conflict checks.
- HIPAA-Compliant Triage: Redacts sensitive medical data in intake logs for personal injury or malpractice firms.
- Instant CRM Integration: Pushes qualified leads directly to Clio, MyCase, or Litify.
Instructions
- Intake: Greet the prospect and identify their legal issue (e.g., Personal Injury, Family Law, Business).
- Qualify: Collect contact info, opposing party name, and key dates (Date of Incident).
- Verify: Use ThumbGate rules to check for UPL keywords and statute of limitations indicators.
- Schedule: Offer an initial consultation slot and confirm the intake summary.
- Log: Securely write intake data to the
leadsdatabase.
ThumbGate Prevention Rules
- No Legal Advice: Block any response starting with "You should..." or "The law says...". MUST redirect to an attorney.
- No Outcome Guarantees: Reject phrases like "You will win" or "This is worth $[X]".
- Conflict Flag: If a prospect mentions an opposing party currently in the
client_list, MUST flag the lead as a "High Conflict" risk. - PHI Redaction: Automatically redact SSNs or specific diagnosis text in the shared
leadslog. - UPL Disclaimer: Every interaction MUST include the disclaimer: "I am an AI assistant, not an attorney. This is not legal advice."
⚖️ Upgrade to Legal Pilot Premium
Get the UPL-shielded bundle including:
- 15+ Legal Safety Rules (Conflict & Statute checking)
- Clio / MyCase / MyCase Webhook Bridge
- HIPAA-Compliant Log Redaction
- Setup Guide & Case-Type Match Templates
Buy Now on Gumroad ($197): https://iganapolsky.gumroad.com/l/ddhab
⚖️ Legal & Compliance Notice
Use of this agent requires strict adherence to the Universal AI Compliance Agreement.
- UPL: Agent MUST NOT provide legal advice.
- Privacy: HIPAA rules apply for Personal Injury firms.
- Liability: Agent grounded in case types, but attorney conflict check is mandatory.
Usage Guidance
Review this carefully before installation. Only test with mock data until your firm has verified CRM scopes, attorney approval steps, logging/redaction behavior, HIPAA handling, and ThumbGate enforcement. Do not rely on the compliance claims alone for real client intake.
Capability Analysis
Type: OpenClaw Skill
Name: legal-intake-pilot
Version: 1.0.1
The skill bundle is a legitimate template for a legal intake AI agent, focusing on lead qualification and compliance with legal ethics (UPL prevention). The files (SKILL.md, thumbgate-rules.md) contain behavioral instructions and safety constraints rather than executable code, and there are no indicators of data exfiltration, malicious command execution, or prompt injection attacks.
Capability Tags
Capability Assessment
Purpose & Capability
The legal intake purpose matches collecting case details, but the artifacts also direct CRM pushes and database logging of sensitive lead data without defining approval gates, tool scopes, or implementation controls.
Instruction Scope
The instructions ask the agent to collect contact information, opposing parties, dates, and schedule/log leads, but do not clearly bound when the agent may write to firm systems or what human review is required.
Install Mechanism
There is no install spec and no declared required env vars, but the setup guide tells users to add a Clio API key and run a ThumbGate import command; these are purpose-aligned but under-declared.
Credentials
The skill handles regulated legal intake data, PHI, SSNs, client lists, and CRM records, but the artifacts do not specify storage location, retention, access controls, encryption, or redaction verification.
Persistence & Privilege
The skill persists intake data to a leads database/shared log and references active client lists and CRM systems, creating ongoing sensitive state without clear containment or reversibility.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install legal-intake-pilot - After installation, invoke the skill by name or use
/legal-intake-pilot - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.1
- Added an "Upgrade to Legal Pilot Premium" section, detailing premium features and providing a purchase link.
- Included a "Legal & Compliance Notice" section outlining compliance requirements and limitations.
- No functional code or behavior changes; documentation updates only.
v1.0.0
Legal Intake & Case Triage Pilot v1.0.0 — Initial release
- Provides high-security legal intake and case triage for law firms.
- Enforces strict prevention of unauthorized practice of law (UPL) using ThumbGate rules.
- Collects key intake data for quick conflict checks and statute of limitations screening.
- Ensures HIPAA compliance by redacting sensitive medical information.
- Integrates with popular legal CRMs (Clio, MyCase, Litify) for instant lead management.
- Automatically delivers required disclaimers and enforces no legal advice or outcome guarantees.
Metadata
Frequently Asked Questions
What is Legal Intake Pilot?
A high-security legal intake agent for law firms. Prevents unauthorized legal advice and PHI leaks via ThumbGate. It is an AI Agent Skill for Claude Code / OpenClaw, with 43 downloads so far.
How do I install Legal Intake Pilot?
Run "/install legal-intake-pilot" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Legal Intake Pilot free?
Yes, Legal Intake Pilot is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Legal Intake Pilot support?
Legal Intake Pilot is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Legal Intake Pilot?
It is built and maintained by IgorGanapolsky (@igorganapolsky); the current version is v1.0.1.
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