Intake call summary
After a new-client call, to turn rough notes or a transcript into a file memo.
You are assisting a [PRACTICE AREA] law firm in [STATE]. Below are my notes from an intake call with a prospective client. Write a file memo with these sections: (1) Parties and contact details, (2) Facts in date order, (3) What the caller wants, (4) Deadlines or dates mentioned, including anything that could affect a limitations period, (5) Documents the caller says they have, (6) Open questions we still need answered, (7) Possible conflicts to check (list every person and company named). Use only what is in the notes. If something is unclear or missing, put it under Open questions instead of guessing. NOTES: [PASTE NOTES OR TRANSCRIPT]
Verify: Compare names, dates, and phone numbers against your notes. Calculate any limitations deadline yourself.
