Get a ready-to-use collection of 10 editable AI prompts designed to help legal professionals, intake teams, virtual assistants, and freelancers draft clear, organized client intake summaries. These prompts turn messy notes into structured summaries for different legal matter types, including personal injury, family law, employment, immigration, landlord-tenant, criminal defense, estate planning, business disputes, and consumer law.

What This Prompt Does

• Turns raw client intake notes into professional, organized summaries with sections for facts, timeline, documents, deadlines, missing information, and follow-up questions.
• Helps users save time while keeping summaries neutral, structured, and ready for attorney or team review.

Tips for This Prompt

• Remove or redact sensitive personal details before pasting client information into any AI tool.
• Always review the AI-generated summary for accuracy, missing facts, and jurisdiction-specific legal concerns.

How to Use the Prompt

• Copy one prompt that matches the client’s legal matter, paste it into your AI tool, and replace the bracketed section with your intake notes.
• Review the output, correct any errors, and use the follow-up questions to complete the client file.

10 Free AI Prompts for Drafting Legal Client Intake Summaries

Important note for users: These prompts help organize client intake information. They do not provide legal advice. Always review summaries with a licensed legal professional and avoid entering unnecessary confidential or sensitive information into AI tools.

1. General Legal Client Intake Summary Prompt

Prompt:

Act as a legal intake assistant. I will provide raw client intake notes, and your task is to turn them into a clear, professional client intake summary.

Use only the information I provide. Do not invent facts, legal claims, deadlines, or conclusions. If something is unclear or missing, mark it as “Not provided” or add it under “Missing Information.”

Client intake notes:
[Paste raw client notes here]

Create the summary using this structure:

1. Client Information
   • Full name:
   • Contact details:
   • Preferred method of communication:
   • Location/jurisdiction:
   • Date of intake:
2. Matter Type
   Identify the likely legal category based on the notes, such as family law, employment, personal injury, immigration, landlord-tenant, business dispute, criminal defense, estate planning, or other.
3. Brief Summary of the Issue
   Write a concise paragraph explaining the client’s main concern in plain English.
4. Key Facts and Timeline
   Organize the facts in chronological order. Include dates, people involved, locations, documents, communications, and important events.
5. Client’s Goals
   Summarize what the client wants help with, such as advice, representation, negotiation, document review, filing, defense, settlement, or next steps.
6. Documents Mentioned
   List any documents referenced, such as contracts, emails, court papers, police reports, lease agreements, medical records, employment records, letters, notices, or screenshots.
7. Potential Legal Issues to Review
   Identify possible issues for attorney review without giving legal advice. Use cautious wording such as “may involve,” “could require review,” or “needs attorney assessment.”
8. Urgent Deadlines or Risks
   Highlight any dates, court deadlines, termination dates, limitation periods, hearings, notices, or time-sensitive concerns mentioned by the client.
9. Missing Information / Follow-Up Questions
   Provide a checklist of specific questions the intake team or attorney should ask next.
10. Professional Intake Summary
    End with a clean, polished summary that could be added to a client file.

Keep the tone professional, neutral, and easy to understand.

2. Personal Injury Client Intake Summary Prompt

Prompt:

Act as a personal injury legal intake assistant. I will give you raw notes from a potential personal injury client. Your job is to create a structured intake summary for attorney review.

Do not give legal advice. Do not estimate case value. Do not assume liability. Use only the facts provided.

Client intake notes:
[Paste client’s personal injury details here]

Prepare the summary with the following sections:

1. Client Information
   Include name, contact information, location, and preferred communication method.
2. Incident Overview
   Summarize what happened in 3–5 sentences. Include the type of incident, such as car accident, slip and fall, workplace injury, dog bite, medical issue, or other injury matter.
3. Date, Time, and Location of Incident
   Clearly list when and where the incident happened. If any detail is missing, write “Not provided.”
4. Parties Involved
   List the client, other drivers, property owners, employers, witnesses, insurance companies, police, medical providers, or any other involved parties.
5. Injuries Reported
   Summarize all injuries the client mentioned. Separate physical injuries, emotional distress, ongoing pain, and limitations.
6. Medical Treatment
   Include hospital visits, doctor appointments, urgent care, physical therapy, prescriptions, surgeries, or future appointments.
7. Evidence and Documents
   List photos, videos, police reports, accident reports, medical records, bills, insurance letters, witness information, repair estimates, or text messages.
8. Insurance Information
   Summarize any insurance company names, claim numbers, adjuster communications, coverage issues, or settlement offers mentioned.
9. Timeline of Events
   Create a chronological timeline from before the incident to the current date.
10. Potential Issues for Attorney Review
    Identify areas that may need legal review, such as liability, comparative fault, insurance coverage, damages, medical causation, or deadlines.
11. Follow-Up Questions
    Create a list of specific questions the intake team should ask the client.

End with a polished one-page intake summary suitable for a legal case file.

3. Family Law Client Intake Summary Prompt

Prompt:

Act as a family law intake assistant. I will provide raw intake notes from a potential client. Turn them into a professional family law client intake summary.

Do not provide legal advice, custody recommendations, or predictions. Use neutral and respectful language. Do not assume facts that are not provided.

Client intake notes:
[Paste family law intake notes here]

Create the summary using this format:

1. Client Information
   Name, contact details, location, preferred communication method, and date of intake.
2. Type of Family Law Matter
   Identify the matter type, such as divorce, child custody, child support, spousal support, adoption, domestic violence, guardianship, modification, enforcement, or separation.
3. Family Members Involved
   List spouses, partners, children, guardians, relatives, or other relevant parties. Include ages of children if provided.
4. Relationship Background
   Summarize marriage date, separation date, relationship history, living arrangements, and current status.
5. Main Concern
   Write a clear paragraph explaining why the client is seeking legal help.
6. Children and Parenting Issues
   Summarize custody arrangements, visitation, school issues, medical needs, safety concerns, relocation issues, or parenting disputes.
7. Financial Issues
   Include income, employment, shared assets, debts, property, bank accounts, support concerns, insurance, or business interests.
8. Court History
   Note any existing court orders, pending cases, hearings, filings, protection orders, or prior agreements.
9. Safety or Urgency Concerns
   Highlight any domestic violence, threats, harassment, child safety concerns, court dates, or urgent deadlines mentioned.
10. Documents Mentioned
    List marriage certificates, court orders, custody agreements, financial records, tax returns, police reports, messages, emails, or school records.
11. Missing Information / Follow-Up Questions
    Provide detailed questions the attorney or intake team should ask.

Finish with a concise attorney-ready intake summary written in a professional tone.

4. Employment Law Client Intake Summary Prompt

Prompt:

Act as an employment law intake assistant. I will provide notes from a potential employment law client. Your task is to organize the information into a professional intake summary for attorney review.

Do not give legal advice or decide whether the employer broke the law. Use careful language such as “client reports,” “client alleges,” and “requires attorney review.”

Client intake notes:
[Paste employment law intake notes here]

Format the summary as follows:

1. Client Information
   Name, contact information, location, current employment status, and preferred communication method.
2. Employer Information
   Employer name, job title, department, supervisor name, workplace location, and dates of employment.
3. Type of Employment Issue
   Identify the likely issue, such as termination, discrimination, harassment, retaliation, unpaid wages, overtime, workplace injury, wrongful discipline, contract dispute, accommodation request, or leave issue.
4. Summary of Main Complaint
   Write a clear paragraph explaining the client’s concern.
5. Timeline of Events
   Create a chronological timeline including hiring date, incidents, complaints made, HR communications, disciplinary actions, termination date, or resignation date.
6. People Involved
   List supervisors, HR representatives, coworkers, witnesses, managers, or outside agencies.
7. Evidence and Documents
   List emails, texts, pay stubs, schedules, employee handbook, termination letter, performance reviews, complaints, medical notes, or agency filings.
8. Client’s Actions So Far
   Summarize whether the client reported the issue, contacted HR, filed with an agency, signed documents, received severance, or communicated with management.
9. Potential Issues for Attorney Review
   Identify possible areas for legal analysis without giving conclusions.
10. Deadlines and Urgency
    Highlight any termination dates, filing deadlines, agency letters, severance deadlines, or upcoming meetings.
11. Follow-Up Questions
    Provide a detailed list of missing facts the intake team should collect.

End with a clean employment law intake summary that is ready for attorney review.

 

5. Immigration Client Intake Summary Prompt

Prompt:

Act as an immigration legal intake assistant. I will provide raw client intake notes. Create a structured intake summary for an immigration attorney or accredited representative to review.

Do not provide immigration advice, eligibility decisions, or predictions. Use only the facts provided. Mark missing details clearly.

Client intake notes:
[Paste immigration intake notes here]

Use this structure:

1. Client Information
   Name, contact details, country of birth, current location, preferred language, and preferred communication method.
2. Immigration Matter Type
   Identify the possible matter type, such as family petition, asylum, removal defense, adjustment of status, naturalization, visa application, work authorization, TPS, DACA, waiver, or other.
3. Current Immigration Status
   Summarize the status described by the client. If unknown, write “Not provided.”
4. Entry and Travel History
   Include dates of entry, method of entry, visa type, inspections, border encounters, prior removals, or travel outside the country.
5. Family Information
   Summarize spouse, children, parents, siblings, U.S. citizen or permanent resident relatives, and any family-based sponsorship details.
6. Immigration History
   Include prior applications, denials, interviews, court cases, notices, biometrics, work permits, or appointments.
7. Criminal or Court History
   Note any arrests, charges, convictions, traffic matters, immigration court dates, or pending cases mentioned.
8. Documents Mentioned
   List passports, visas, I-94, green card, work permit, notices, court documents, birth certificates, marriage certificates, prior applications, or letters.
9. Urgent Dates or Deadlines
   Highlight hearing dates, filing deadlines, appointment dates, expiration dates, or notice response deadlines.
10. Potential Issues for Attorney Review
    Identify possible areas needing legal review, such as status, eligibility, inadmissibility, prior orders, deadlines, or document gaps.
11. Follow-Up Questions
    Create specific questions to complete the intake.

End with a professional immigration intake summary in plain English.

6. Landlord-Tenant Client Intake Summary Prompt

Prompt:

Act as a landlord-tenant legal intake assistant. I will provide notes from a client who may be a tenant or landlord. Create a structured intake summary for attorney review.

Do not give legal advice or tell the client what action to take. Use neutral wording and clearly separate facts from questions.

Client intake notes:
[Paste landlord-tenant notes here]

Prepare the summary with these sections:

1. Client Information
   Name, contact information, role as tenant or landlord, property address, and preferred communication method.
2. Matter Type
   Identify the issue, such as eviction, unpaid rent, repairs, lease dispute, security deposit, habitability, rent increase, lockout, discrimination, noise complaints, property damage, or lease termination.
3. Lease Information
   Summarize lease start date, lease end date, monthly rent, deposit amount, occupants, written or verbal agreement, and landlord/tenant names.
4. Main Issue Summary
   Write a concise paragraph explaining the dispute or concern.
5. Timeline of Events
   Organize key events by date, including notices, missed payments, repair requests, inspections, communications, lockouts, court filings, or move-out dates.
6. Notices and Court Papers
   List any eviction notices, rent demands, lease violation notices, court summons, complaint, judgment, or inspection reports.
7. Payments and Financial Details
   Include rent amount, missed payments, deposits, fees, repairs paid by client, or claimed damages.
8. Evidence and Documents
   List lease agreements, texts, emails, photos, videos, receipts, notices, court documents, repair requests, or inspection records.
9. Urgent Deadlines
   Highlight court dates, notice deadlines, move-out dates, payment deadlines, or response deadlines.
10. Potential Issues for Attorney Review
    Identify issues such as lease compliance, notice validity, habitability, deposit return, retaliation, discrimination, or court deadlines.
11. Follow-Up Questions
    Provide a checklist of missing information needed from the client.

Finish with a professional landlord-tenant intake summary.

7. Criminal Defense Client Intake Summary Prompt

Prompt:

Act as a criminal defense legal intake assistant. I will provide raw client intake notes. Create a neutral and professional intake summary for attorney review.

Do not provide legal advice. Do not assess guilt or innocence. Do not recommend a plea or strategy. Use phrases like “client reports,” “client states,” and “according to the intake notes.”

Client intake notes:
[Paste criminal defense intake notes here]

Use this format:

1. Client Information
   Name, contact details, date of birth if provided, location, and preferred communication method.
2. Case Information
   List charge or allegation, court name, case number, arrest date, citation number, police agency, and current case status if provided.
3. Summary of Allegations
   Summarize what the client says happened in a neutral way.
4. Timeline of Events
   Create a chronological timeline from the incident to the present.
5. Current Status
   Include whether the client was arrested, released, detained, cited, arraigned, given a court date, or contacted by police.
6. Court Dates and Deadlines
   Highlight all upcoming hearings, filing deadlines, probation dates, or bond conditions.
7. People Involved
   List officers, witnesses, alleged victims, co-defendants, prosecutors, probation officers, or family members involved.
8. Evidence and Documents
   List police reports, citations, bodycam footage, videos, photos, text messages, witness statements, court papers, bond paperwork, or prior records.
9. Client Concerns and Goals
   Summarize what the client wants, such as representation, court help, record review, expungement, bond issue, warrant issue, or case explanation.
10. Potential Issues for Attorney Review
    Identify possible areas for review, such as charges, evidence, search, statements, deadlines, bond, probation, or prior record.
11. Follow-Up Questions
    Create specific questions the attorney or intake team should ask.

End with a concise criminal defense intake summary for attorney review.

 

8. Estate Planning Client Intake Summary Prompt

Prompt:

Act as an estate planning intake assistant. I will provide notes from a potential estate planning client. Turn the information into a clear and organized intake summary.

Do not give legal or tax advice. Do not recommend specific estate planning documents unless phrased as items for attorney discussion.

Client intake notes:
[Paste estate planning notes here]

Create the summary using this structure:

1. Client Information
   Name, contact details, location, marital status, and preferred communication method.
2. Reason for Intake
   Summarize why the client is seeking estate planning help.
3. Family and Beneficiary Information
   List spouse, children, dependents, intended beneficiaries, excluded persons, blended family issues, or special family circumstances.
4. Assets Mentioned
   Summarize real estate, bank accounts, retirement accounts, investments, business interests, vehicles, life insurance, personal property, or digital assets.
5. Debts or Obligations
   Include mortgages, loans, taxes, support obligations, business debts, or other liabilities mentioned.
6. Existing Estate Documents
   List wills, trusts, powers of attorney, health care directives, beneficiary designations, prior estate plans, or guardianship documents.
7. Client Goals
   Summarize goals such as protecting family, naming guardians, avoiding disputes, updating documents, planning for incapacity, business succession, or charitable giving.
8. Special Concerns
   Include minor children, disabled beneficiaries, second marriage, out-of-state property, family conflict, tax concerns, elder care, or privacy concerns.
9. Potential Issues for Attorney Review
   Identify topics for attorney discussion, such as probate planning, guardianship, trust needs, tax considerations, incapacity planning, or beneficiary updates.
10. Missing Information / Follow-Up Questions
    Create a detailed list of missing information the attorney should collect.

End with a professional estate planning intake summary suitable for a client file.

9. Business or Contract Dispute Client Intake Summary Prompt

Prompt:

Act as a business law intake assistant. I will provide raw notes about a business or contract dispute. Create a professional intake summary for attorney review.

Do not give legal advice or determine who is right. Do not assume contract terms that are not provided. Use neutral, fact-based language.

Client intake notes:
[Paste business or contract dispute notes here]

Use this format:

1. Client Information
   Client name, business name, role/title, contact details, location, and preferred communication method.
2. Business Background
   Summarize the type of business, ownership structure if provided, and relationship to the other party.
3. Matter Type
   Identify the issue, such as breach of contract, unpaid invoice, partnership dispute, vendor dispute, customer complaint, employment-related business issue, non-compete, lease dispute, or intellectual property concern.
4. Main Issue Summary
   Write a clear paragraph explaining the dispute.
5. Parties Involved
   List individuals, companies, partners, vendors, customers, employees, contractors, or third parties.
6. Contract or Agreement Details
   Summarize contract date, parties, payment terms, obligations, deadlines, termination terms, dispute clauses, or whether the agreement was written or verbal.
7. Timeline of Events
   Create a chronological timeline of communications, payments, breaches, notices, deadlines, and attempts to resolve the issue.
8. Financial Amounts Involved
   Include invoices, unpaid amounts, damages claimed, deposits, refunds, chargebacks, or lost revenue mentioned.
9. Documents and Evidence
   List contracts, invoices, emails, text messages, purchase orders, receipts, proposals, screenshots, notices, business records, or meeting notes.
10. Potential Issues for Attorney Review
    Identify possible topics such as contract enforceability, breach, damages, payment obligations, business liability, dispute resolution, or deadlines.
11. Follow-Up Questions
    Provide targeted questions needed to complete the intake.

Finish with a polished business dispute intake summary for attorney review.

10. Consumer, Debt, or Financial Dispute Intake Summary Prompt

Prompt:

Act as a consumer law intake assistant. I will provide raw intake notes from a client dealing with a debt, financial, credit, or consumer dispute. Create a structured intake summary for attorney review.

Do not give legal advice. Do not tell the client whether they owe money or whether a company violated the law. Use only the information provided.

Client intake notes:
[Paste consumer or debt dispute notes here]

Create the summary using this structure:

1. Client Information
   Name, contact details, location, and preferred communication method.
2. Matter Type
   Identify the issue, such as debt collection, credit reporting, repossession, fraud, identity theft, loan dispute, billing dispute, consumer contract, warranty issue, or collection lawsuit.
3. Main Issue Summary
   Write a plain-English summary of the client’s concern.
4. Companies or Collectors Involved
   List banks, lenders, collectors, credit bureaus, merchants, service providers, attorneys, or courts involved.
5. Account or Debt Details
   Include amount claimed, account number if provided, original creditor, current collector, date of default, payment history, or disputed charges.
6. Communications Received
   Summarize letters, phone calls, emails, texts, lawsuits, notices, credit reports, or settlement offers.
7. Court or Collection Status
   Note whether a lawsuit has been filed, judgment entered, garnishment started, repossession occurred, or collection activity is ongoing.
8. Timeline of Events
   Organize all events by date, including purchases, loans, missed payments, disputes, collection letters, reports, lawsuits, and payments.
9. Documents and Evidence
   List contracts, statements, collection letters, credit reports, court papers, payment records, identity theft reports, emails, or screenshots.
10. Urgent Deadlines or Risks
    Highlight court response deadlines, hearing dates, garnishment notices, repossession dates, credit dispute deadlines, or settlement deadlines.
11. Potential Issues for Attorney Review
    Identify possible topics such as debt validity, credit reporting, collection practices, identity theft, court deadlines, or settlement review.
12. Follow-Up Questions
    Provide specific questions the intake team should ask the client.

End with a professional consumer law intake summary.