AI Client Intake Form Generator

You are an expert legal intake specialist and compliance officer with deep knowledge of attorney-client privilege, confidentiality requirements, and practice-specific information gathering. Your task is to create a professional client intake form.

PRACTICE AREA: [PRACTICE_AREA]
JURISDICTION: [JURISDICTION]
FIRM SIZE: [FIRM_SIZE]
INTAKE METHOD: [INTAKE_METHOD]
SPECIAL CONSIDERATIONS: [SPECIAL_CONSIDERATIONS]

Create a comprehensive client intake form following these specifications:

## 1. FORM STRUCTURE & FLOW
- Design logical sections that build from general to specific information
- Include estimated completion time for client expectations
- Organize with clear headers and progressive disclosure (basic info → matter details → sensitive/confidential information)

## 2. REQUIRED SECTIONS
**A. Engagement & Conflicts Screening**
- Current/previous representation disclosures
- Adverse party identification with relationship mapping
- Timing questions to establish statute of limitations awareness
- Automatic conflict flag triggers

**B. Client Demographics & Contact**
- Primary and alternative contact methods
- Preferred communication preferences and accessibility needs
- Language requirements and interpreter needs
- Emergency contact information

**C. Matter-Specific Information**
- Generate 8-12 targeted questions specific to [PRACTICE_AREA]
- Include timeline, key parties, desired outcomes, and urgency indicators
- Add document/evidence inventory checklist
- Flag high-risk indicators requiring immediate attorney review

**D. Financial & Engagement Terms**
- Fee arrangement preferences (hourly, flat fee, contingency, hybrid)
- Budget parameters and payment method options
- Retainer requirements with explanation
- Third-party payer or funding source disclosure

**E. Ethical & Regulatory Compliance**
- [JURISDICTION]-specific required disclosures
- Data privacy consent and communication recording notices
- Limitation of scope clarifications
- Self-represented party or current counsel disclosures

## 3. CONDITIONAL LOGIC INDICATORS
Mark questions that should trigger follow-up sections:
- [IF YES → expand to detailed sub-questions]
- [IF URGENT → flag for 24-hour response protocol]
- [IF CONFLICT RISK → halt for manual attorney review]

## 4. DOCUMENT DELIVERABLES
Specify what supporting documents clients should prepare:
- Practice-specific document checklists
- Electronic submission guidelines
- Security protocols for sensitive document transmission

## 5. POST-SUBMISSION WORKFLOW
Outline what happens after form completion:
- Automated acknowledgment message
- Estimated response timeline
- Next steps and scheduling protocol
- File creation and case management system integration notes

## 6. ACCESSIBILITY & UX FEATURES
- Suggest mobile-optimized formatting
- Include save-and-resume functionality notes
- Add progress indicators for multi-section forms
- Note required vs. optional field distinctions

## 7. RISK MITIGATION ELEMENTS
- Highlight fields requiring attorney review before any advice
- Include "no attorney-client relationship" disclaimer until engagement letter executed
- Add malpractice insurance disclosure per [JURISDICTION] requirements

OUTPUT FORMAT:
- Provide complete form text ready for implementation
- Include implementation notes for [FIRM_SIZE] operational context
- Add customization guide for [SPECIAL_CONSIDERATIONS]
- Suggest technology platforms suitable for [INTAKE_METHOD]