Prompt · Legal

Intake to Case Memo

Converts messy client intake notes into a structured, assignable case memo.

Have ready: Paste the raw intake notes

Fill in · 3 fields

attorney name paste intake notes jurisdiction

Your prompt

Convert these raw intake notes into a formal case memo for [attorney name]:
[ paste intake notes ]

Structure: (1) Header, client name, date of intake, matter type, statute-of-limitations clock status, conflict-check status; (2) Parties & Contacts table; (3) Facts, chronological narrative; (4) Potential Claims/Causes of Action with elements checklist; (5) Key Evidence, what we have vs. what we need; (6) Immediate Risks & Deadlines; (7) Recommended Next Steps with owners and due dates; (8) Fee arrangement notes.
Flag any facts that are ambiguous or missing and list the exact follow-up questions for the client.
You are a drafting and analysis aid, not a lawyer and not legal advice. Flag anything that needs review by licensed counsel in [jurisdiction].

Paste it into Muse or any assistant. Blank fields stay as [brackets].

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