Legal Intake & Triage — Automated Client Screening
SkillSkill
Automated legal client screening and email intake routing.
About
Problem: Potential clients email your firm with completely unstructured inquiries. Someone has to read every email, identify the practice area, extract entities, and assess urgency before routing it to the right attorney.
Agitate: That's 10-15 minutes per inquiry—for a firm receiving 20 inquiries a week, that's 5 hours of purely administrative work. High-urgency cases get buried. Wrong routing means frustrated clients and lost billable hours.
Solution: This skill reads incoming legal inquiry emails, classifies the practice area, extracts key entities (client, opposing party, jurisdiction), assesses urgency, and outputs a structured intake summary to Google Sheets or Notion. Urgent cases get flagged. Every inquiry gets routed correctly. No intake goes unread.
Core Capabilities
- email screening
- entity extraction
- case classification
- automated intake
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Version History
This skill is actively maintained.
April 24, 2026
One-time purchase
$29
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Creator
Espergrid by Philip V Brown
Creator
Founded by Philip V Brown, Espergrid builds production-grade autonomous skills for B2B Finance, Legal, and Operations teams. Every skill runs deterministically on your own infrastructure—no black boxes, no vendor lock-in. Our automations replace hours of manual data entry with deploy-ready Python workflows. Choose individual skills, curated vertical bundles, or white-glove enterprise implementation.
View creator profile →Details
- Type
- Skill
- Category
- Legal
- Price
- $29
- Version
- 1
- License
- One-time purchase
Works With
Works with OpenClaw, Claude Projects, Custom GPTs and other instruction-friendly AI tools.