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Legal Intake Pilot

Name: Legal Intake Pilot
Author: igorganapolsky

作者 IgorGanapolsky · GitHub ↗ · v1.0.1 · MIT-0

cross-platform ⚠ suspicious

总下载

当前安装

版本数

在 OpenClaw 中安装

/install legal-intake-pilot

功能描述

A high-security legal intake agent for law firms. Prevents unauthorized legal advice and PHI leaks via ThumbGate.

使用说明 (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 leads database.

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 leads log.
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.

安全使用建议

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.

功能分析

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.

能力标签

cryptorequires-sensitive-credentials

能力评估

⚠ 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.

ℹ 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.

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-pilot
安装完成后，直接呼叫该 Skill 的名称或使用 /legal-intake-pilot 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

v1.0.1

- 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.

元数据

Slug legal-intake-pilot

版本 1.0.1

许可证 MIT-0

累计安装 0

当前安装数 0

历史版本数 2

常见问题