← Lawyers Prompts

Attorney Client Intake Interview Guide

ChatGPT beginner Code Review

This free AI prompt helps Lawyers with Code Review tasks. Copy and paste it directly into ChatGPT, Claude, or Gemini — then replace the [brackets] with your specific details to get professional results in seconds.

This prompt has been copied 0 times by Lawyers professionals. It works best when you are as specific as possible in the [brackets] — vague input gives generic output, specific input gives professional results.

Create a comprehensive client intake interview guide for a new client at [law firm type] firm.

Client details:
- Matter type: [personal injury/family law/criminal/business/estate]
- How client found firm: [referral/online/advertisement]
- Urgency level: [urgent/standard/flexible]

INTAKE INTERVIEW GUIDE

1. OPENING AND RAPPORT
   - Welcome and introductions
   - Explain confidentiality
   - Explain attorney-client privilege
   - Set expectations for meeting
   - Time estimate: [minutes]

2. PERSONAL INFORMATION
   - Full legal name
   - Date of birth
   - Contact information
   - Preferred communication method
   - Emergency contact

3. MATTER DESCRIPTION
   - Tell me what brings you in today
   - When did this situation begin?
   - What outcome are you hoping for?
   - Have you consulted any other attorneys?
   - Is there a deadline or statute of limitations concern?

4. RELEVANT FACTS
   - [Questions specific to matter type]
   - Who else is involved?
   - Are there witnesses?
   - What documents do you have?
   - What documents do you need?

5. PRIOR LEGAL HISTORY
   - Related prior matters
   - Prior representation
   - Court orders in place
   - Bankruptcy history if relevant

6. FINANCIAL DISCUSSION
   - Fee structure explanation
   - Retainer amount
   - Billing frequency
   - Payment methods accepted
   - Legal aid eligibility if applicable

7. NEXT STEPS
   - Documents to gather
   - Timeline for decision
   - Follow-up appointment
   - Emergency contact for questions

Note: This is a framework — legal intake varies significantly by matter type and jurisdiction
Copied 0 times

How to Use This Prompt

  1. Click Copy Prompt above
  2. Open ChatGPT or Claude
  3. Paste the prompt and replace anything in [brackets] with your own details
  4. Press Enter and get your result instantly

When to Use This Prompt

Use the Attorney Client Intake Interview Guide prompt when you need to quickly create professional code review as a Lawyer. This prompt saves significant time compared to writing from scratch and ensures you cover all the key elements that matter most in a professional context.

Pro Tip

The more specific you are when replacing the [brackets], the better your result. For example instead of writing [Job Title] write "Senior Software Engineer with 5 years experience" — specificity is what separates a good AI response from a great one.

This prompt works best with ChatGPT . If you are not happy with the first result, try adding "make it more concise" or "give me 3 alternative versions" as a follow-up message.

Frequently Asked Questions

Is this Attorney Client Intake Interview Guide prompt free to use?

Yes — completely free. Copy it as many times as you want for personal or professional use. No account required.

Which AI tool works best with this prompt?

This prompt works well with ChatGPT, Claude, and Gemini. We recommend ChatGPT GPT-4o for best results with this type of content. Try both ChatGPT and Claude if you want to compare outputs.

How do I get the best results from this prompt?

Replace every [bracket] with specific, detailed information. The more specific your input, the more professional and useful the output. For example instead of writing [client name] write the actual client name and their specific situation — this transforms generic output into something genuinely useful.

Can I modify this prompt?

Absolutely — these prompts are designed to be customized. Add sections, remove sections, change the tone, adjust the length. The prompt is a starting framework — adapt it to your specific needs.

Are there more prompts for Lawyers?

Yes — we have a full collection of prompts specifically for Lawyers. Browse all Lawyers prompts →