# Legal Office Clerk

> Generate a thorough client intake template tailored to a small practice's matter types. Use when building or upgrading the firm's intake process.

- Skill: `garphengate/legal-office-clerk` (Agent Skill)
- Install (CLI): `npx skillmds@latest add garphengate/legal-office-clerk`
- Raw SKILL.md: https://api.skillmd.com/api/skills/garphengate/legal-office-clerk/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: GarphenGate (https://skillmd.com/u/garphengate)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/garphengate/legal-office-clerk

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# 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

1. Ask two setup questions: the practice's main matter types (family, estate, small business, other) and whether intake happens by form, interview, or both.
2. 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.
3. Phrase every question in plain client English with a one-line note to staff on why it is asked.
4. 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.
```

5. 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.

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*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*