Claude Prompt: Client Intake Structured Brief Extractor
Drop in a messy client email or transcript and get a clean six-section intake brief — parties, terms, issues, missing info, next steps — ready to feed into drafting.
The Prompt
Expected Output
A six-section intake brief covering matter overview, parties, key terms, potential issues, missing information, and recommended next steps, with [NOT PROVIDED] tags wherever the client communication is silent.
Usage Notes
Save the output as your canonical matter brief and feed it directly into drafting and review prompts. Resist the urge to delete [NOT PROVIDED] tags — they are your follow-up checklist, not noise.
Originally featured in: How to Build a Claude Legal Workflow: From Client Intake to Final Document
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* These prompts are drafting and analysis aids for licensed attorneys. They are not legal advice and do not replace professional judgment. AI output can contain errors, including invented citations and incorrect deadlines: verify every fact, figure, authority and deadline against primary sources before relying on it. Rules vary by jurisdiction, and you remain responsible for the final work product.