INTAKE & CLIENTS

Client Intake Summarizer

Paste raw consult notes. Get a structured matter summary with the follow-up questions you still need to ask.

Good at:
Turning messy consult notes into a structured matter summary with follow-up questions flagged.
Not for:
Drafting legal documents — for that, see the drafting tools.

Workflow assistance only. Not legal advice. Review before relying on any summary.

Intake notes usually contain client names and personal details. The summarizer doesn’t need them — use placeholders like [CLIENT], [SPOUSE], [EMPLOYER]and you’ll get the same structured output. Pair with The Redactor if you already have notes in full text.

Paste notes, transcript fragments, shorthand. Use placeholders for names — the summarizer works fine without them.

Your input passes through our server to Anthropic’s API and back. We don’t log content. How Prevaldi handles your data →

Try an example:

Your structured matter summary will appear here once the tool runs.

Prevaldi does not log tool inputs or outputs. More →