How do I install the Intake Summary skill?

Run npx skillmds@latest add lev-os/intake-summary in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Intake Summary safe to use?

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Which AI agents work with Intake Summary?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Intake Summary free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Intake Summary?

lev-os (@lev-os) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Intake Summary by lev-os — Agent Skill

Name: Intake Summary
Rating: 4.2 (5 reviews)
Author: lev-os

Intake Summary

Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive overview, client profile, matter description, timeline, legal considerations, financials, risks, and follow-up questions with source mapping. Use for corporate governance intake, new matter onboarding, and client management summaries. Trigger keywords: client intake summary, intake form, consultation notes, corporate governance, new matter overview.

lev-os e5229b9 3.1 KB Updated Sep 10, 2026

File contents

Client Intake Summary (Corporate)

Convert raw intake materials into a structured, source-cited matter overview for initial attorney review.

Prerequisites

Intake materials: forms, notes, emails, attachments, and any provided documents
Client identifiers: legal name and entity type (if available)
Matter scope: corporate governance or related client management issue
Jurisdiction signals: state(s) of formation, operations, or dispute nexus

Output Structure / Process

Use the template below and populate with extracted facts. Every factual statement should include a source tag in the form (Source: {doc id/page/line or email date}). If missing, mark as Unknown.

# Executive Overview (2–3 sentences)
- [Summary of issue, client objective, and urgency with source tags.]

# Client Profile
| Field | Details | Source |
|---|---|---|
| Legal name |  |  |
| Entity type |  |  |
| Formation state |  |  |
| Primary contacts |  |  |
| Preferred communication |  |  |
| Language/access needs |  |  |
| Key stakeholders |  |  |

# Matter Description
| Topic | Details | Source |
|---|---|---|
| Issue summary |  |  |
| Key parties |  |  |
| Client objectives |  |  |
| Business context |  |  |
| Prior actions taken |  |  |
| Documents referenced |  |  |

# Timeline of Key Events
| Date | Event | Source |
|---|---|---|
|  |  |  |

# Preliminary Legal Considerations
- Area(s) implicated: 
- Jurisdiction questions:
- Governance instruments involved (bylaws, charter, operating agreement):
- Potential deadlines or time sensitivity:
- Conflicts check status:

# Financial Discussions
| Item | Details | Source |
|---|---|---|
| Fee structure discussed |  |  |
| Retainer amount |  |  |
| Budget constraints |  |  |
| Billing preferences |  |  |

# Risks / Red Flags
- Inconsistencies or credibility issues:
- Unclear authority or standing:
- Complexity indicators:
- Unrealistic expectations:

# Follow-Up Questions
- 
- 
- 

# Immediate Next Steps
- 
- 
- 

# Source Map (if multiple materials)
| Source ID | Description | Date | Notes |
|---|---|---|---|
|  |  |  |  |

Guidelines

Use clear, neutral legal tone; avoid advocacy or conclusions not supported by sources.
Cite the exact intake source for each fact; avoid unsourced paraphrase.
Flag missing facts with Unknown and surface as follow-up questions.
Call out potential conflicts and urgency without assuming outcomes.
Keep dates in YYYY-MM-DD format and verify entity spellings against source documents.
Scope to U.S. corporate governance intake; if non-U.S. issues appear, label as jurisdictional uncertainty.

---name: intake-summarydescription: Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive overview, client profile, matter description, timeline, legal considerations, financials, risks, and follow-up questions with source mapping. Use for corporate governance intake, new matter onboarding, and client management summaries. Trigger keywords: client intake summary, intake form, consultation notes, corporate governance, new matter overview.---# Client Intake Summary (Corporate)Convert raw intake materials into a structured, source-cited matter overview for initial attorney review.## Prerequisites1. Intake materials: forms, notes, emails, attachments, and any provided documents2. Client identifiers: legal name and entity type (if available)3. Matter scope: corporate governance or related client management issue4. Jurisdiction signals: state(s) of formation, operations, or dispute nexus## Output Structure / ProcessUse the template below and populate with extracted facts. Every factual statement should include a source tag in the form `(Source: {doc id/page/line or email date})`. If missing, mark as `Unknown`.```# Executive Overview (2–3 sentences)- [Summary of issue, client objective, and urgency with source tags.]# Client Profile| Field | Details | Source ||---|---|---|| Legal name | | || Entity type | | || Formation state | | || Primary contacts | | || Preferred communication | | || Language/access needs | | || Key stakeholders | | |# Matter Description| Topic | Details | Source ||---|---|---|| Issue summary | | || Key parties | | || Client objectives | | || Business context | | || Prior actions taken | | || Documents referenced | | |# Timeline of Key Events| Date | Event | Source ||---|---|---|| | | |# Preliminary Legal Considerations- Area(s) implicated: - Jurisdiction questions:- Governance instruments involved (bylaws, charter, operating agreement):- Potential deadlines or time sensitivity:- Conflicts check status:# Financial Discussions| Item | Details | Source ||---|---|---|| Fee structure discussed | | || Retainer amount | | || Budget constraints | | || Billing preferences | | |# Risks / Red Flags- Inconsistencies or credibility issues:- Unclear authority or standing:- Complexity indicators:- Unrealistic expectations:# Follow-Up Questions- - - # Immediate Next Steps- - - # Source Map (if multiple materials)| Source ID | Description | Date | Notes ||---|---|---|---|| | | | |```## Guidelines- Use clear, neutral legal tone; avoid advocacy or conclusions not supported by sources.- Cite the exact intake source for each fact; avoid unsourced paraphrase.- Flag missing facts with `Unknown` and surface as follow-up questions.- Call out potential conflicts and urgency without assuming outcomes.- Keep dates in `YYYY-MM-DD` format and verify entity spellings against source documents.- Scope to U.S. corporate governance intake; if non-U.S. issues appear, label as jurisdictional uncertainty.

Frequently asked questions