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Client Intake Summary

Agent skill
1 skill

Produces a structured corporate-client intake brief from intake forms, consultation notes, and initial communications. Use when onboarding a new corporate matter, processing an intake packet, summarizing consult notes, running a conflict check, or triaging deadlines for a corporate governance matter.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this skill

Produces a structured corporate-client intake brief from intake forms, consultation notes, and initial communications. Use when onboarding a new corporate matter, processing an intake packet, summarizing consult notes, running a conflict check, or triaging deadlines for a corporate governance matter.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

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

Content SHA-256: e9567d8030d79b53e08e978af22ac3e8f47d62451f4a49bd73118a7ab3671c63

About scan coverage and limitations

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.
Client Intake Summary | Agent Skills Atlas