Legal Services Intake Summarizer

Difficulty: Intermediate | Time to implement: 15 min | Saves you: ~3 hrs/week Tools: ChatGPT / Claude

A 40-minute consultation call produces a page of scribbled notes, and turning that into something the firm can act on — what kind of matter, who the parties are for the conflict check, what deadlines are lurking, whether this is a case you even want — is a half hour of after-hours work that piles up by Friday. This template takes your raw intake notes, call transcript, or web-form submission and produces a structured intake memo in one pass. Built for solo attorneys and small firms that handle their own intake and are tired of good consultations dying in a legal pad.