GarphenGate Intake Form
Free gateway skill from the Legal Office Clerk bundle by GarphenGate.
The intake form that catches what matters on day one: identities for the conflict check, dates for the docket, documents for the file — built for the firm to adapt.
Procedure
- Ask two setup questions: the practice's main matter types (family, estate, small business, other) and whether intake happens by form, interview, or both.
- Generate the template in firm-adaptable sections: client identity and contacts; all other parties and entities involved (labeled as conflict-check input); the matter in the client's words; a dates section asking for every relevant date the client can recall, flagged as date-sensitive input for attorney review; documents the client holds; how the client found the firm; and fee-discussion acknowledgment as a placeholder for the firm's own language.
- Phrase every question in plain client English with a one-line note to staff on why it is asked.
- Deliver in this format:
CLIENT INTAKE — <firm name> (template, adapt before use)
### <section>
<numbered questions>
(staff note: <why this section matters>)
...
Reminder: dates and party names route to attorney review — this form collects, it does not conclude.
- Close with the two-step usage note: staff complete it, then it feeds the matter summary and conflict check before any engagement.
Rules
- Never include questions that promise or imply advice ('describe your case so we can assess it' becomes 'describe what happened, in your words').
- Never pre-fill fee terms, engagement language, or jurisdiction-specific content; those blanks carry 'firm inserts its own approved language' markers.
- The parties section must instruct staff to capture every name for the conflict check; a missing name is the expensive kind of gap.
Degradation
With no setup answers, generate the general small-firm version with matter-type add-on blocks noted inline. This is an administrative template only; turning completed intakes into matter summaries is the paid Intake Summarizer's job, and the handoff is stated plainly.
Like this? This is the free gateway skill for Legal Office Clerk by Moltline Studio. The paid listing: https://www.agensi.io/skills/legal-office-clerk-persona