NeLocker
☰
Library
Free Prompts
Pricing
Supporters
Our Stance
💡
Want a prompt that isn't here?
Tell us — we build the vault around you.
Suggest a prompt
×
← NeLocker vault
Client Intake & Consultation Prep
Organize a new-client intake efficiently.
Universal
Claude
ChatGPT
Gemini
Grok
💡 The original prompt — works in any model. Start here, then tune per model.
Fill in the blanks — your answers carry across every model
Area
Needs
Help me structure a client intake for my practice. Practice area + matter type: {AREA} What I need to assess fit + scope: {NEEDS} Give me: 1. The key intake questions for this matter type. 2. What to confirm about conflicts, scope, and expectations. 3. Documents to request. 4. How to explain next steps + fees clearly. Professional and organized. NOTE: administrative help only — not legal advice, and it doesn't replace your professional judgment or ethics rules. Use [brackets] for specifics.
📋 Copy
↩ Reset
fill the blanks above ↑
💬
Subscribe
to read & share member tweaks for this prompt.