Attorney Client Intake Interview Guide
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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

Source: https://promptzyo.com/prompt/attorney-client-intake-interview-guide