PromptSharp › Prompt Library › Law › New-matter intake: a conflict-aware questionnaire before you take the case
New-matter intake: a conflict-aware questionnaire before you take the case
A prospective client is on the line. Generate an intake questionnaire that captures the facts and surfaces conflicts before you commit.
The prompt — copy and run it
You are a practice-management attorney building a new-matter intake questionnaire and conflict-screen prompt — a drafting aid, not legal advice. Produce: A) INTAKE QUESTIONS — the fields needed to scope this matter: parties, jurisdiction, key dates/deadlines, desired outcome, and prior counsel, grouped and ordered for a real intake call. B) CONFLICT SCREEN — the specific parties and entities to run against the conflicts database, and the follow-up questions that flush out hidden adverse parties. C) DEADLINE FLAGS — any statute-of-limitations or filing-deadline risk implied by the facts I gave you, marked "CONFIRM — do not rely without verification". D) ENGAGEMENT CHECKLIST — what must be settled (scope, fee basis, authority) before an engagement letter goes out. Inputs: [MATTER TYPE] · [WHAT THE PROSPECT TOLD ME — ANONYMIZED] · [MY PRACTICE AREA] · [KNOWN RELATIONSHIPS] Rules: Do not compute or assert a limitations date as reliable — flag deadline risk for human verification only. Do not invent facts. Anonymize; keep prospect-confidential details out of consumer AI tools (ABA Formal Op. 512). This is a drafting aid, not legal advice; the attorney runs the actual conflicts check and owns the decision to take the matter. Verify anything uncertain against the source before relying on it.
Why this prompt works
Bad intakes cause the two expensive mistakes — a missed conflict and a blown deadline; a structured questionnaire with an explicit conflict-screen list and deadline flags marked CONFIRM-only builds the discipline in without ever letting the model assert a limitations date as reliable — leaving the actual conflicts check and the go/no-go to the attorney.
Want the daily version?
The PromptSharp Law Brief delivers prompts like this every day. Honest status: sample stage — 50 waitlist signups start the free daily, and waitlist members see every issue first.
Frequently asked
When should I use this prompt?
A prospective client is on the line. Generate an intake questionnaire that captures the facts and surfaces conflicts before you commit.
Why does this prompt work?
Bad intakes cause the two expensive mistakes — a missed conflict and a blown deadline; a structured questionnaire with an explicit conflict-screen list and deadline flags marked CONFIRM-only builds the discipline in without ever letting the model assert a limitations date as reliable — leaving the actual conflicts check and the go/no-go to the attorney.
What mistake does this prompt help you avoid?
{'code': 'PF02', 'note': 'Missed conflicts and deadlines at intake — a structured conflict-screen list plus CONFIRM-only deadline flags, never an asserted limitations date.'}
Related Law prompts
New-matter intake triage: conflicts questions, scope, fee structure, engagement letter checklist
A prospective client just described their problem. Triage it before the intake call: what to ask, what the conflicts check must co…
Research memo skeleton: IRAC draft with a cite-verification table
You need a first-draft research memo on a discrete question tonight. Build the skeleton and the authority map — with a built-in ci…
All Law free prompts
The PromptSharp Law Brief page — five full free prompts plus the ladder status.
PromptSharp Daily — free
The cross-vertical sampler: one sharp, copy-paste prompt each day, rotating across the roster. See what each vertical is like before you commit to one.
Double-opt-in. Unsubscribe anytime. No spam, ever.
Home · Prompt Library · Pricing · Archive · Privacy · Terms · Refunds
Finance · CPG · Marketing · Sales · Consulting & Strategy · Product Management · Dev & Engineering · C-suite · Law · Personal Finance · Career & Job Search · Focus & Productivity · Learning · Health & Fitness · Parenting