feat: add Legal Client Intake agent to Specialized Division#421
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msitarzewski merged 1 commit intomsitarzewski:mainfrom Apr 11, 2026
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Summary
Adds a Legal Client Intake Agent (
specialized/legal-client-intake.md) to the Specialized Division — a prospect qualification and intake specialist that converts inquiries into retained clients by handling needs assessment, conflict screening, case information collection, consultation scheduling, and attorney-ready intake summaries.This agent is the front door of any law firm's client pipeline, and it treats that responsibility with appropriate seriousness: statute of limitations urgency detection, conflict of interest screening before any consultation is scheduled, confidentiality from first contact, and a hard rule against providing legal advice or predicting outcomes.
Key capabilities:
Why this fills a gap: Legal Client Intake pairs directly with the Legal Document Review and Legal Billing agents to form a complete law firm operational suite within the Agency. It addresses the top of the client funnel — the highest-leverage and most commonly outsourced function in small and mid-size law firms.
Test plan
cc @msitarzewski — happy to adjust scope, naming, or formatting to match your conventions before merge.