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Legal Intake Agent
作者
IgorGanapolsky
· GitHub ↗
· v1.0.0
· MIT-0
40
总下载
0
收藏
0
当前安装
1
版本数
在 OpenClaw 中安装
/install legal-intake-agent
功能描述
Ultra-high-ticket intake agent for Law Firms. Qualifies leads, performs preliminary conflict-of-interest checks, and books consultations. Hardened with Thumb...
使用说明 (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
安全使用建议
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.
功能分析
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.
能力评估
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.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install legal-intake-agent - 安装完成后，直接呼叫该 Skill 的名称或使用
/legal-intake-agent触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
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.
元数据
常见问题
Legal Intake Agent 是什么？
Ultra-high-ticket intake agent for Law Firms. Qualifies leads, performs preliminary conflict-of-interest checks, and books consultations. Hardened with Thumb... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 40 次。
如何安装 Legal Intake Agent？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install legal-intake-agent」即可一键安装，无需额外配置。
Legal Intake Agent 是免费的吗？
是的，Legal Intake Agent 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
Legal Intake Agent 支持哪些平台？
Legal Intake Agent 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 Legal Intake Agent？
由 IgorGanapolsky（@igorganapolsky）开发并维护，当前版本 v1.0.0。
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