Legal Client Intake Workflow

Author: user_ryugdo

Industry expertise

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Pricing options

Pay per useCN¥18.00 / task

Input example

Public example

De-identify customer statements and existing materials: A claims that there is a house rental dispute with B. The contract stipulates the monthly rent and deposit; the two parties have differences on the date of check-out and liability for damage to the house.
Purpose of the initial visit and questions to be clarified: Organize the factual timeline, dispute points, evidence catalog and next round of questioning without giving a winning conclusion.
Region, date and confidentiality restrictions: A city in mainland China; specific jurisdiction and current rules are subject to verification by lawyers; real names are not recorded.
Excerpts from original contracts, chat logs or regulations: Provide the lease period, deposit and maintenance responsibilities in the contract; the chat record only has a date list and does not paste the full text.
Text model (optional; leave blank to use default): Blank

Instructions and workflow details

What to prepare

Complete conflict checks, timelines, matter trees, evidence inventories, follow-up inquiries and attorney reviews. For everyday tasks performed by lawyers, emphasizing evidence limits, reproducible checks and manual review.

De-identify customer statements and existing materialsRequired: Follow the field instructions to enter your content.
Purpose of the initial visit and questions to be clarifiedRequired: Follow the field instructions to enter your content.
Region, date and confidentiality restrictionsRequired: Follow the field instructions to enter your content.
Excerpts from original contracts, chat logs or regulationsOptional: Follow the field instructions to enter your content.
Text model (optional; leave blank to use default)Optional: Follow the field instructions to enter your content.

Generation instructions

Each row is submitted as a separate task. Required fields are marked with *.

Each line executes the "Legal Consultation Case Acceptance Workflow" once.
Please provide real data, goals and constraints by field; missing data will not be automatically completed by the model.
When it comes to the latest rules, laws, guidelines, course requirements, prices, deadlines or external systems, please paste the original text or link excerpt; otherwise, the results will be marked for verification.
Product level: multi-step workflow, first organize the evidence, then generate the plan, and finally review the delivery.
Results are intended as a preparation aid for professionals or users and do not substitute for formal decisions by schools, hospitals, law firms, or other institutions.

Each card is one task. Fill in its fields below.

	De-identify customer statements and existing materials*	Purpose of the initial visit and questions to be clarified*	Region, date and confidentiality restrictions*	Excerpts from original contracts, chat logs or regulations	Text model (optional; leave blank to use default)	Actions
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