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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.

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