Intake Summary | Agent Skills Atlas

About this skill

Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive overview, client profile, matter description, timeline, legal considerations, financials, risks, and follow-up questions with source mapping. Use for corporate governance intake, new matter onboarding, and client management summaries. Trigger keywords: client intake summary, intake form, consultation notes, corporate governance, new matter overview.

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Automated security scan: Partial

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0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 345bb9ec9a4f3ad731072138f8987c569ac8d470540ce5f0784e4cc1f7d0f2ac

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Original listing metadata

Original name

intake-summary

Original description

About this listing

Category: General
Reported license: Apache-2.0
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.