- Load
~/.claude/plugins/config/claude-for-legal-zh/legal-clinic/CLAUDE.md→ practice areas, intake templates, supervision style, flag triggers. - Use the following workflow.
- Route to practice area template. Watch for cross-practice issues throughout.
- Conflicts check flag. Triage classification.
- Output formatted case summary with AI-assisted tags, verification prompts, and supervision routing.
Client Intake
Purpose
Intake is one of the biggest bottlenecks in legal clinics. A student may spend 45 minutes interviewing, then another hour writing up notes, then still have to spot the legal issues. Meanwhile the waitlist grows.
This skill structures the conversation, generates notes, spots cross-practice issues, and flags conflicts — so the student's energy goes to analysis, not transcription.
What it does not do: Decide whether to accept a case. That is the student's analysis and the supervising attorney's judgment. Claude accelerates information gathering and structuring, not substantive representation.
Load Context
~/.claude/plugins/config/claude-for-legal-zh/legal-clinic/CLAUDE.md → practice areas, intake templates (with sections if any), supervision style, jurisdiction, flag triggers.
Read the Supervising Attorney Guide
Check whether ~/.claude/plugins/config/claude-for-legal-zh/legal-clinic/guides/<实践领域>.md has a practice area guide. If it exists, use its intake questions, red flags, and eligibility criteria in place of the generic defaults below. If it does not exist, use the generic intake and note at the end of the case summary: "This is a generic intake — your supervising attorney can use /legal-clinic:build-guide to customize questions for your clinic type."
When intake begins before the practice area has been routed (workflow step 1), re-check the guide after routing — the guide path depends on which practice area the intake lands in.
Workflow
Step 1: Practice Area Routing
Which practice area does this intake begin in? The client may not know — they know their problem, but not the legal classification.
"Tell me what happened — what brings you to the clinic today?"
Based on the answer, route to the appropriate intake template. If the clinic handles multiple areas and the problem spans areas (a housing client mentions immigration status, a family law client mentions domestic violence), record all relevant areas — cross-practice issue spotting is a feature, not a defect.
Step 2: Practice Area-Specific Intake
Each practice area asks different questions. Use the template for that area in ~/.claude/plugins/config/claude-for-legal-zh/legal-clinic/CLAUDE.md . If none is provided, default as follows:
Labor disputes:
- Employer, position, start date, whether a labor contract was signed
- Dispute type: unpaid wages, unlawful termination, work injury, social insurance
- Whether labor arbitration has been through (a prerequisite procedure)
- Key evidence: labor contract, pay stubs, termination notice, attendance records
- Statute of limitations urgency: arbitration application period (one year, counted from the date the right was known to be infringed)
Marriage and family:
- Relationship and focus of dispute (divorce, child custody, property division, domestic violence)
- Children involved — ages, current custody arrangement
- Safety: any violence, threats, fear (handle with caution—see cross-cutting flags)
- Existing court rulings/judgments
- Urgency of time limits: whether any court hearings are already scheduled
Consumer rights:
- Type of dispute and amount involved
- Records of communication with the merchant
- Documents: contract, payment receipts, communication records
- Whether there are already related complaints or lawsuits
- Urgency of time limits: statute of limitations (three years, counted from the date the right is known to have been harmed, Article 188 of the Civil Code)
Administrative disputes:
- Name of the administrative organ, type of administrative act
- Whether administrative reconsideration has been undergone
- Key documents: administrative decision, notice
- Urgency of time limits: time limit for applying for administrative reconsideration (60 days) or time limit for filing an administrative lawsuit (6 months)
Step 3: Cross-practice-area issue identification
While running the practice-area template, pay attention to issues outside the area:
| The party says | Also involves |
|---|---|
| "I am worried about my status issue" | Administrative legal issue—even during a labor dispute intake |
| "My spouse [threatening behavior]" | Domestic violence/marriage and family/personal protection order—even during a consumer intake |
| "I cannot work because of an injury" | Possible work-related injury/social insurance/tort issue |
| "They deducted money from my wages" | Wage dispute—labor/administrative intersection |
| "The boss said he would report me" | Labor + possible criminal/administrative reporting issue |
Record each cross-area issue in the summary. The clinic may accept, refer, or handle both—this is the supervising teacher's decision. Students should see it.
Step 4: Conflict of interest check flag
Follow the conflict check process described in ~/.claude/plugins/config/claude-for-legal-zh/legal-clinic/CLAUDE.md . Refer to Articles 11, 39, and 41 of the Lawyers Law and Articles 26-28 of the Measures for the Administration of Lawyers' Practice. At a minimum include:
- Name of the opposing party—has the clinic represented them or previously represented them?
- Related parties—could the student or clinic possibly have a conflict with anyone else?
- Positional conflict—does this case harm the interests of another client of the clinic?
Flag for review by the supervising teacher. Do not resolve the conflict—present the conflict.
Step 5: Triage classification
Not an acceptance decision—it is triage input:
| Classification | Meaning |
|---|---|
| Urgent | Deadline within a few days, safety issue, irreversible harm imminent |
| Time-sensitive | Deadline within a few weeks, harm ongoing but not immediately irreversible |
| Standard | No immediate deadline, can be handled on a normal schedule |
| Possibly out of scope | Issue is outside the clinic's practice area—flag for referral assessment |
Step 6: Supervisory flag check
Follow the supervisory style and flag trigger conditions in ~/.claude/plugins/config/claude-for-legal-zh/legal-clinic/CLAUDE.md . If a formal review queue or configurable flags are enabled, and trigger conditions exist (mention of a deadline, domestic violence indicators, immigration status issues, etc.), note the flag.
Step 7: Deadline handover—required deliverable
If any limitation deadline emerges during intake (answer period, hearing date, statute of limitations deadline, administrative reconsideration application period, etc.),output a directly copy-pasteable /legal-clinic:deadlines --add ... block as part of the intake output. This is a required deliverable, not a suggestion—intake identifies the deadline, and the student should not re-transcribe it into the deadline skill.
Format each deadline as one code block:
/legal-clinic:deadlines --add
case=[案件简称或当事人姓氏关键词]
type=[答辩|庭审|诉讼时效|举证期限|行政复议|申请执行|其他]
description="[一行描述应完成事项]"
due=[需核实——学生+指导老师从触发事件起算]
source="[触发事件 + 法条引用，如'起诉状送达日期2026-05-04，《民事诉讼法》第128条']"
owner=[学生姓名]
warnings=[14,7,3,1]
Rules:
- One block per deadline that emerges. Do not merge.
- When the deadline is statutory (answer period, statute of limitations, statutory application window),
due=leave the value as[需核实——学生+指导老师计算]. The deadline skill does not compute it for you; the student + supervising attorney do the math and update the entry. - When a date is given in the triggering document (hearing date on the summons, date on the administrative reconsideration notice), put that date into
due=. When the date is derived (N days from the triggering event), leave the[需核实]marker. - If no deadline emerges during intake, omit this section—do not invent one.
Output
# 接待摘要：[当事人姓名或编号]
---
[AI辅助草稿——需学生分析和指导律师审查]
**保密与特免。** 本摘要源自可能享有保密特权的当事人沟通。它继承来源的特免地位。将其分发至特免圈外（包括诊所外）可能放弃特免。保存在诊所的特权文件存储中，适当标记，并与你的指导老师共同做出分发决定。
---
**日期：** [日期] | **接待人：** [学生] | **实践领域：** [主要领域 + 任何交叉领域]
## 底线
[受理案件 / 因X拒绝 / 需要关于Y的更多信息 — 下一步是Z]
## 当事人情况（以其本人表述）
[当事人在法律定性之前给出的叙述。这是人的故事。]
## 已识别的法律问题
### 主要（[实践领域]）
- [问题1]：[一行，附引注及其溯源标签，如"《民法典》第584条 `[模型知识 — 需验证]`"]
- [问题2]：[一行]
### 跨实践领域标记
- [其他领域]：[当事人提到的事项]
[不确定：诊所是处理还是转介——指导老师决定]
## 关键事实
| 事实 | 来源 | 文件情况 |
|---|---|---|
| [事实] | [当事人陈述 / 提供的文件] | [已有 / 需要获取] |
## 利益冲突检查
**对方当事人：** [名称]
**关联方：** [如有]
**标记：** [无冲突 / 需对照诊所数据库检查冲突]
## 分流
**分类：** [紧急 / 时间敏感 / 标准 / 可能超出范围]
**驱动性截止日期：** [如有——日期及事项]
## 需记录的截止日期
[每个浮现的截止日期一个 `/legal-clinic:deadlines --add ...` 块——第7步。如无，省略本节。]
## 管辖地说明
[与本案类型相关的省份特定或本地规则问题，根据 CLAUDE.md 管辖地，每条引注附标签]
## 指导标记
[如果指导风格包含标记：哪些被触发及原因。如果是正式审查队列："已排队等待[指导老师]。"]
---
## 供学生核实的提示
在分析之前核实：
- [ ] [接待依赖的具体事实——与当事人或文件确认]
- [ ] [截止日期——从实际通知/法院文件确认，而非当事人记忆]
- [ ] [上述任何法律结论均为初步假设——依赖前进行研究核实]
## 本摘要不做什么
本摘要不决定诊所是否受理本案。那是你的分析和[指导老师]的判断。它将当事人告诉你的内容结构化，让你能花精力在分析上，而非文字转录上。
Practice Area Intake Template Reference
Store practice-area-specific question sets in references/intake-templates/[领域].md. If the supervising attorney has not provided one, use the default template above.
What This Skill Does Not Do
- Decide case acceptance. The student analyzes, the supervising attorney decides.
- Resolve conflicts of interest. Flag for supervising attorney review.
- Give advice during intake. Intake is information gathering; advice comes after analysis and supervising attorney review.
- Produce a final document. The summary is a starting point—the student reads it, corrects anything misstated, and builds the analysis from it.