initial-contact-summary
Generates a structured initial contact summary memorandum from a potential client's first interaction with the firm. Captures case facts, liability indicators, damages, insurance details, and screening criteria. Use during client intake to support conflict checks, case evaluation, and engagement decisions.
Best use case
initial-contact-summary is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Generates a structured initial contact summary memorandum from a potential client's first interaction with the firm. Captures case facts, liability indicators, damages, insurance details, and screening criteria. Use during client intake to support conflict checks, case evaluation, and engagement decisions.
Teams using initial-contact-summary should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/initial-contact-summary/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How initial-contact-summary Compares
| Feature / Agent | initial-contact-summary | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Generates a structured initial contact summary memorandum from a potential client's first interaction with the firm. Captures case facts, liability indicators, damages, insurance details, and screening criteria. Use during client intake to support conflict checks, case evaluation, and engagement decisions.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Initial Contact Summary Produces a privileged internal memo from a potential client's first contact — the foundation for conflict checking, case evaluation, and engagement decisions. Mark all output as **PRIVILEGED AND CONFIDENTIAL**. ## Required Inputs Gather from intake interview, referral, or initial documents: 1. **Contact info** — name, phone, email, address, preferred contact method 2. **Incident details** — date, location, description of events 3. **Injuries/damages** — physical, financial, emotional, property 4. **Parties involved** — opposing parties, witnesses, employers, insurers 5. **Insurance** — client's and adverse party's coverage 6. **Prior legal actions** — existing attorneys, filed claims, administrative complaints 7. **Referral source** — how client found the firm 8. **Statute of limitations** — calculate deadline; flag if < 6 months ## Output Sections ### 1. Contact Information Table with: Name, Phone, Email, Address, Preferred contact, Intake date, Intake by, Referral source. ### 2. Conflict Check - List all parties to check: potential client, opposing parties, employers, insurers, witnesses, related entities (parent companies, subsidiaries) - Flag: conflict check **completed** or **pending** ### 3. Incident Summary - Date/time, location (address + jurisdiction), matter type - Chronological narrative in client's own words (use quotation marks for key statements) - Police/incident report: number, agency, obtained/requested status ### 4. Liability Assessment - Client's theory of fault - Adverse party conduct (specific negligent/wrongful acts) - Comparative fault concerns - Available evidence: photos, video, documents, electronic data - Witnesses: names, contact info, relationship, anticipated testimony - Preservation needs: surveillance footage, vehicles, medical devices — **flag deadlines** ### 5. Damages **Physical**: injuries, treatment to date (providers, facilities), ongoing needs, pre-existing conditions **Economic**: medical expenses (current + estimated future), lost wages (dates, rate, employer), property damage, out-of-pocket costs **Non-economic**: pain/suffering indicators, daily activity impact, emotional distress factors ### 6. Insurance Table with rows for Client, Adverse, and UM/UIM. Columns: Carrier, Policy #, Limits, Claim #, Adjuster. ### 7. Critical Dates - Date of incident - **Statute of limitations** — calculate and prominently display; **flag if < 6 months** - Government claim deadline (if applicable) - Insurance claim deadline - Evidence preservation deadline ### 8. Screening Assessment - **Case strength**: Strong / Moderate / Weak — with brief explanation - **Damages potential**: High / Medium / Low - **Recommended action**: Accept / Decline / Further investigation needed - **Conflicts**: Clear / Potential conflict identified ### 9. Follow-Up Checklist - [ ] Conflict check completed - [ ] Statute of limitations calendared - [ ] Evidence preservation letter sent - [ ] Medical records authorization obtained - [ ] Police report requested - [ ] Insurance claims filed/confirmed - [ ] Engagement letter prepared - [ ] Declined letter prepared (if not accepting) ## Pitfalls - **Statute of limitations**: always calculate and display prominently — missed deadlines are malpractice risk - **Conflict check gaps**: include all parties and related entities, not just named opponents - **Narrative inconsistencies**: flag contradictions for follow-up rather than resolving them - **Declining representation**: document reason and confirm declination letter includes limitations warning - **Client demeanor**: note emotional state and communication style — relevant to case evaluation
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