This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
Paste the consultation notes, transcript, or intake form answers exactly as taken.
Drives which limitations periods and notice prerequisites get checked first.
Where the matter would be filed. Limitations periods and pre-suit notice rules turn on this.
What you handle, what you refer out, and your fee structure.
Capacity is part of the take-or-decline call, not an afterthought.
Watch for these throughout
Blown limitations dates are the most common malpractice claim there is. Confirm every period against the current statute and document the trigger date in the file, whatever this memo says.
Run conflicts through your actual system before any substantive work, not off a list in a memo, and not from memory.
Keep the intake notes even when you decline. Prospective-client duties attach, the information may be confidential under Rule 1.18, and the file may matter later.
Notice prerequisites kill otherwise good cases: governmental tort claims, administrative exhaustion, and statutory demand letters all run on their own clocks. Check whether one applies before relying on the limitations date alone.
Everything in intake notes is one side of the story. Nothing in this memo is a fact until a document or a witness confirms it.