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Legal AI project guide

Client Intake Assistant

Design a mock intake assistant that gathers basic context and prepares a clean human handoff.

45-60 minutes beginner

Problem It Addresses

Community legal clinics and nonprofits often need clear intake information before a human can understand the situation.

Who It Helps

Legal aid teams, nonprofit front desks, student clinics, and community volunteers.

Tiny Prototype Idea

Design a mock intake form that asks neutral questions, gathers basic context, and flags missing information for a human reviewer.

Tools Needed

  • AI chat tool
  • Form builder or document template
  • Fictional client scenarios
  • Human handoff checklist

Step-by-Step Starter Activity

  1. Write a fictional scenario with no real names or details.
  2. Draft intake questions for basic context.
  3. Ask AI to improve the questions for clarity and neutrality.
  4. Add a handoff note for a qualified legal professional.
  5. Review the form for privacy and overreach.

Mock/Sample Data Reminder

Use fictional scenarios only. Do not collect names, phone numbers, addresses, ID numbers, or case facts from real people.

Responsible AI Caution

An intake assistant should not decide eligibility, provide legal advice, or tell someone what action to take.

Portfolio Artifact

Create a sample intake flow with fictional scenarios, question logic, missing information flags, and human handoff notes.

LinkedIn/Public Learning Prompt

I built a mock legal intake assistant and learned that intake tools should organize information, not decide outcomes.

Next Step

Try the Legal FAQ Helper to practice source-grounded public information.

Previous: Legal Document Summarizer

Build a mock summarizer that turns a sample legal document into plain-language notes and review questions.

Open previous project

Next: Legal FAQ Helper

Create a source-grounded FAQ helper that answers general process questions using public information.

Open next project