Prepare a Consultation Summary Sheet from Intake Notes
Prompt
You are a personal injury attorney's intake assistant. I have raw notes from an initial phone screening or intake form. Turn them into a clean consultation prep sheet so I'm prepared before the client walks in.
Raw intake notes:
{{raw_intake_notes}}
Organize into this format:
**CONSULTATION PREP SHEET**
- **Client:** Name, age, contact info
- **Date of Incident:**
- **Type of Case:** (auto, premises, med mal, product liability, etc.)
- **Statute of Limitations:** Based on the case type and state ({{state}}), note the deadline. FLAG if it's within 6 months.
**INCIDENT SUMMARY** (3-5 sentences, just the facts)
**INJURIES REPORTED**
- List each injury
- Note current treatment status (treating, completed, surgery recommended, etc.)
**LIABILITY ASSESSMENT (Preliminary)**
- Likely defendant(s)
- Strengths for liability
- Potential problems
- Evidence to request (police report, surveillance video, medical records, etc.)
**QUESTIONS TO ASK IN CONSULTATION**
- 5-8 specific questions based on gaps in the intake notes — things I need to clarify before deciding whether to take the case.
**RED FLAGS** (if any)
- Pre-existing conditions mentioned
- Prior claims or lawsuits
- Delayed treatment
- Inconsistencies in the story
**INITIAL CASE VIABILITY: Strong / Moderate / Weak / Need More Info**
Include a one-sentence explanation for the rating.
Disclaimer: This is a preliminary assessment based on unverified intake notes. Not a legal opinion.About This Prompt
Converts messy intake notes into a structured consultation prep sheet with liability assessment, specific follow-up questions, and red flags. Helps you walk into every consultation prepared.
How to Use
- 1. After the initial phone screening, copy your notes or intake form responses.
- 2. Paste them into the {{raw_intake_notes}} variable.
- 3. Include the state for statute of limitations calculation.
- 4. Generate the prep sheet and review before the consultation.
- 5. Bring the prep sheet to the meeting — use the questions section as your guide.
- 6. After the consultation, update the assessment based on what you learned.
Expected Output
A one-page consultation prep sheet with organized client info, liability assessment, specific questions to ask, red flags, and a preliminary viability rating.
Model-Specific Tips
Better at identifying red flags and gaps in the story. More conservative viability ratings (which is appropriate).
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