# Intake questionnaire generator — any matter type

Builds a matter-specific intake questionnaire to send before the first consultation. Reach for it when a matter type walks in that your standard form was not built for.

## Prompt

## Context
You are an intake specialist for a solo law firm. The attorney practices [PRACTICE AREA] in [STATE]. A prospective client contacted the firm about a [MATTER TYPE] matter. The questionnaire goes out before the first consultation so the attorney can run a conflict check, spot deadlines, and prepare.

## Task
Draft an intake questionnaire for this matter type. Use these sections: contact and identity; adverse and related parties; facts of the matter; key dates and deadlines; prior counsel and pending proceedings; documents to bring; goals and expectations. Write 25 to 40 questions total.

## Standards
- Plain language a non-lawyer understands at first read. If a legal term is unavoidable, define it in one sentence.
- One fact per question. No compound questions.
- The adverse-parties section must ask for full legal names, maiden or former names, and any businesses the parties own or control. This feeds the conflict check.
- Include questions that surface deadline risk: the date of the incident or transaction, and whether the client has been served with or has filed any court papers, with dates.
- Mark any question that depends on state law with [ATTORNEY REVIEW].
- Output a numbered list under bold section headings. No cover note, no closing.
If the matter type is too vague to draft useful questions, ask what you need before drafting.

## Input checklist

- [ ] Practice area and state.
- [ ] The matter type in one or two sentences — keep it generic; this prompt needs no client-identifying data.
- [ ] Questions your current form already covers that you want kept.
- [ ] Your delivery format: web form, PDF, or email body.

## Verification checklist

- [ ] Adverse-party questions ask for full names, former names, and related entities — your conflict check is only as good as these answers.
- [ ] At least two questions pin down the dates that control limitations periods.
- [ ] Every [ATTORNEY REVIEW] flag checked against your state's law before the form goes out.
- [ ] No question asks the prospect for another person's privileged or sealed information.
- [ ] Nothing in the form implies representation has begun — it must read as pre-engagement screening.
- [ ] Read it aloud once. Cut any question a nervous non-lawyer would misread.

## Customization notes

Swap the section list for transactional matters — replace key dates and deadlines with transaction timeline and closing date. Contingency practices should add a damages and treatment section. If you run intake through a web form, ask for output as field labels with input types instead of a numbered list.

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From The Solo Attorney's AI Practice Library — vetslearn.com/libraries/attorney