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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. 1. After the initial phone screening, copy your notes or intake form responses.
  2. 2. Paste them into the {{raw_intake_notes}} variable.
  3. 3. Include the state for statute of limitations calculation.
  4. 4. Generate the prep sheet and review before the consultation.
  5. 5. Bring the prep sheet to the meeting — use the questions section as your guide.
  6. 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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