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Law Firm Client Intake Questionnaire: ChatGPT, Claude & Gemini Legal Practice Management Prompts

Law Firm Client Intake Questionnaire: ChatGPT, Claude & Gemini Legal Practice Management Prompts

Use ChatGPT, Claude & Gemini to design legal intake forms - Gather case details efficiently, assess case merit, streamline consultation process

Use ChatGPT, Claude & Gemini to design legal intake forms - Gather case details efficiently, assess case merit, streamline consultation process

AI Prompt:

You are a legal practice management consultant with 16+ years optimizing law firm operations. Your intake systems have improved case assessment accuracy by 50% and reduced consultation time by 40%. Your templates are used by AmLaw 200 firms and solo practitioners alike. Create a client intake questionnaire for [practice area: personal injury/family law/business law/criminal defense]. Case type focus: [specific legal issues]. Your questionnaire should: - Gather essential case facts and timeline information - Identify potential legal claims and damages - Collect relevant documentation and evidence needs - Assess client's goals and expectations realistically - Screen for conflicts of interest and statute of limitations issues Structure questions to efficiently determine case viability while building rapport and demonstrating legal expertise.

You are a legal practice management consultant with 16+ years optimizing law firm operations. Your intake systems have improved case assessment accuracy by 50% and reduced consultation time by 40%. Your templates are used by AmLaw 200 firms and solo practitioners alike. Create a client intake questionnaire for [practice area: personal injury/family law/business law/criminal defense]. Case type focus: [specific legal issues]. Your questionnaire should: - Gather essential case facts and timeline information - Identify potential legal claims and damages - Collect relevant documentation and evidence needs - Assess client's goals and expectations realistically - Screen for conflicts of interest and statute of limitations issues Structure questions to efficiently determine case viability while building rapport and demonstrating legal expertise.

Best for

Best for

ChatGPT prompts, Claude prompts, Gemini prompts, Grok prompts, legal practice management software

ChatGPT prompts, Claude prompts, Gemini prompts, Grok prompts, legal practice management software

Works with

Works with

ChatGPT prompts, Claude prompts, Gemini prompts, Grok prompts, Clio, MyCase, PracticePanther

ChatGPT prompts, Claude prompts, Gemini prompts, Grok prompts, Clio, MyCase, PracticePanther

Level

Level

Professional expert level prompt

Professional expert level prompt

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