process-intake
CommunityTurn raw intake into structured client profiles.
Legal & Compliance#nlp#intake#conflict-check#client-profile#document-checklist#sol-warnings#legal-processing
Authorjdrodriguez
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Process raw client intake notes and forms into structured client profiles, conflict checks, document checklists, and statute-of-limitations warnings to reduce manual data entry and errors.
Core Features & Use Cases
- NLP-powered extraction of client details, matter type, dates, and entities from free-form notes, JSON forms, DOCX, or CSV.
- Automatic conflict-check preparation with name variations and inferred roles.
- Matter-type-specific document checklists and SOL risk assessments.
- Generate an intake-ready client_profile.json and, optionally, a conflict report in Excel.
Quick Start
Provide the path to a single intake file (TXT, MD, JSON, DOCX, or CSV) and run the intake processor to generate structured outputs.
Dependency Matrix
Required Modules
pandasspacypython-dateutilpython-docxXlsxWriter
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: process-intake Download link: https://github.com/jdrodriguez/legal-toolkit/archive/main.zip#process-intake Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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