Lead Triage Brief Generator for Law Firms
Firms that respond within an hour convert far more leads, but solos have no triage staff, so qualification happens under pressure. Drop intake notes into a folder and this skill drafts a one-page brief: parties, dates, matter-type suggestion, urgency flag, open questions, and a recommended next step. A suggestion, never an auto-decision. Free, yours to keep.
Get the template. We’ll email you the download link and a short note on how to deploy it.
Compliance: assisted draft, always reviewed
This drafts from the input you supply. It never sends or files anything, never invents facts you didn’t provide, and carries a hard-coded “Not legal advice — review before use” disclaimer on every output.
What’s inside
- Lead-triage skillAttach intake notes, an email thread, or uploads, and it drafts a one-page brief.
- Structured briefParties, dates, a matter-type suggestion, an urgency flag, and open questions.
- Recommended next stepCall, retain, decline, or refer, as a suggestion for you to confirm.
- 3-minute setup guide + LoomAttach a folder, run the skill. That is it.
✓ Works great when
- You triage leads yourself with no intake staff
- You want a fast, structured read on a new lead
- You want a suggested next step, not an automatic decision
✗ What breaks at scale
- You want an always-on intake pipeline, not one-at-a-time
- You need conflict-checks and CRM write-back
- You want automated routing and first-response messaging
Frequently asked
What do I need to run this?
Claude with Cowork. Install the skill, attach a folder with the intake notes, and run it. No coding.
Does it accept or decline leads for me?
No. It drafts a brief and suggests a next step. It never auto-assigns, auto-accepts, or auto-declines. Every intake decision stays with you.
Is triage a form of legal advice?
No. It organizes intake facts and suggests an operational next step. It is not legal screening advice, and it carries a visible review-before-use note. You make the call.
Can you build the full intake pipeline?
Yes. The free skill handles one lead at a time. An always-on pipeline with conflict-checks and CRM write-back is a Quick-Win Build, typically $5k to $15k over 2 to 3 weeks.
Want the version built for your firm?
Done-for-You Build.
The free skill briefs one lead on demand. When you want an always-on pipeline that triages, routes, and responds with conflict-checks and CRM write-back, that is a Quick-Win Build. We build the pipeline and hand it back tested.
What you get
- An always-on intake pipeline that triages every lead
- Conflict-checks and CRM write-back on each lead
- Automated routing and first-response messaging
- Every accept or decline stays a human decision
