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feat: add Legal Client Intake agent to Specialized Division#421

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msitarzewski merged 1 commit intomsitarzewski:mainfrom
epowelljr:agent/legal-client-intake
Apr 11, 2026
Merged

feat: add Legal Client Intake agent to Specialized Division#421
msitarzewski merged 1 commit intomsitarzewski:mainfrom
epowelljr:agent/legal-client-intake

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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:

  • Urgency screening early in every intake flow — court dates, deadlines, imminent harm flagged and escalated immediately rather than following the standard flow
  • Conflict of interest check required before consultation scheduling
  • Practice area qualification — graceful referral out before investing significant intake time
  • Attorney-ready intake summary delivered before the consultation
  • No-show recovery workflow and pending prospect nurturing cadence
  • Covers intake across all major practice areas: PI, family law, criminal, business, real estate, estate planning, employment

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

  • Verify frontmatter fields match the existing agent format
  • Confirm the agent screens for urgency (statute of limitations, upcoming hearings) early in intake
  • Verify conflict of interest check is required before scheduling a consultation
  • Check that the agent declines to predict case outcomes or provide legal advice
  • Confirm intake ends with a clear confirmed next step for every prospect

cc @msitarzewski — happy to adjust scope, naming, or formatting to match your conventions before merge.

@msitarzewski msitarzewski merged commit dc87ff2 into msitarzewski:main Apr 11, 2026
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@epowelljr epowelljr deleted the agent/legal-client-intake branch April 11, 2026 12:47
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2 participants