Client Intake Summarizer

Paste raw consult notes. Get a structured matter summary with the follow-up questions you still need to ask.

Good at:
Turning messy consult notes into a structured matter summary with follow-up questions flagged.
Not for:
Drafting legal documents — for that, see the drafting tools.

Workflow assistance only. Not legal advice. Review before relying on any summary.

Intake notes usually contain client names and personal details. The summarizer doesn’t need them — use placeholders like [CLIENT], [SPOUSE], [EMPLOYER]and you’ll get the same structured output. Pair with The Redactor if you already have notes in full text.

Paste notes, transcript fragments, shorthand. Use placeholders for names — the summarizer works fine without them.

Try an example:

Intake form, transcript, scanned notes. PDF, Word, image, text. Up to 3 files, 10 MB each.

Your structured matter summary will appear here once the tool runs.

Questions people ask first

What does the Intake Summarizer do?

Reads raw consult notes and produces a structured matter summary — parties, dates, claim type, damages, jurisdictional questions, and a flagged list of follow-up questions you still need to ask before opening the matter.

What's the “follow-up questions” section?

Things you didn't get answered in the first consult that you need before you can responsibly open or decline the matter — has the client preserved evidence, has anyone served notice, what's the relationship between the parties, is there an existing lawyer. The list is calibrated to surface the questions that change the matter decision, not every theoretical question.

Should I paste real consult notes?

Use the Redactor first. Replace party names with placeholders before pasting. The summary logic reads the substance of the consult (facts, dates, claim theories), not the identities.

What if my notes are messy or out of order?

That's the use case. The tool is built to take stream-of-consciousness consult notes — including the “oh wait, going back to what they said earlier” asides — and produce a clean structured summary. Order doesn't matter; completeness does.

Can I use the output as a memo to file?

It's a starting point. The summary covers the structural facts and flags the gaps; the legal analysis and the recommendation belong to you. For a true memo to file, treat the summary as the “facts” section and add your analysis underneath.