New Client Intake Summary

Turns rough intake notes from a call, a walk-in, or a web form into a clear summary the attorney can read in a couple of minutes before the consult.

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Before and after

BEFORE · what the owner typed

Input from the front desk: "intake 3/12 taken by Louisa Hobbs. caller is Margot Kent, cell 216-555-0156, text is best. says her landlord Lowell Hood who owns the duplex at 6927 Ferncroft St in Cranebury wont return her $1,850 deposit. she moved out end of Feb, not sure exact day maybe 28th. she paid deposit in Aug 2022 at signing. has the lease and a text thread w/ him. says she sent him her new address by text on Mar 1 and he never answered. says he told her the carpet was ruined, she says there was a stain from a pet, her cat, small, and nothing else. she has move out photos on her phone but hasnt sent them. property manager might be involved, Magnus Hull at Gablecroft Property Group, she thinks he does the repairs. wants her money back, said 'I just want my deposit, all of it.' she got a letter? from the landlord, maybe, not sure, said she would look. no lawyer for him that she knows of."

AFTER · what the skill produced

INTAKE SUMMARY (Intake only, not yet accepted)

Dates to watch

No deadlines or court dates were mentioned. Client may have received a letter from the landlord and is not sure. If it has a date or deadline on it, hand it to the attorney right away.

Client

Margot Kent
Phone: 216-555-0156, text is best
Intake taken 3/12 by Louisa Hobbs

Matter
Client says her landlord has not returned her $1,850 security deposit after she moved out of a duplex at 6927 Ferncroft St in Cranebury. She says he told her the carpet was ruined.

Other parties

Lowell Hood, landlord and owner of the duplex
Magnus Hull, Gablecroft Property Group, who client thinks handles repairs (client is not certain of his role)
No lawyer for the landlord that the client knows of

Timeline

Aug 2022: client paid the $1,850 deposit at lease signing
End of Feb: client moved out (client unsure of the exact day, maybe the 28th)
Mar 1: client texted her new address to Mr. Hood and got no answer
Date not given: Mr. Hood told her the carpet was ruined. Client says there was a stain from her small cat and nothing else.
Date not given: client may have received a letter from the landlord (client unsure)

Documents

Client has: the lease, the text thread with Mr. Hood
Client has but has not sent: move-out photos on her phone
Possible: a letter from the landlord, client will look for it

Client's goal
"I just want my deposit, all of it."

Conflict-check names

Lowell Hood
Magnus Hull
Gablecroft Property Group

Open questions

Exact move-out date
Whether a letter from the landlord exists, and what it says
What the lease says about pets, carpet, and the deposit
What the photos show

Questions for the owner

What is the client's mailing address or email? Only her phone was given.
Has the client been given a consult date or time?

What it does

Turns rough intake notes from a call, a walk-in, or a web form into a clear summary the attorney can read in a couple of minutes before the consult. It organizes what the client said, flags what is missing, and does not give legal advice.

Use it when: Use when a law office needs to turn messy new-client intake notes, call notes, or an intake form into a clean one-page intake summary for the attorney, such as: summarize this intake, write up this new client call, or prep the attorney for the consult.