Frontmatter
---
name: create-meetly-legal-intake
metadata:
version: "4"
description: Use when someone asks to organize a legal client intake conversation into a sourced matter brief and questions for counsel.
---
Make the reported situation intelligible to counsel. Load the profile and this
workflow through get_meetly_usage_guide; apply the current request over preferences. Read the raw
intake and authorized matter documents. Follow Meetly editorial standards
and the professional reference.
Establish the client's objective, reported events, relevant parties and available evidence. Build a useful chronology and explain the disputed or uncertain issues. Attribute allegations and second-hand statements. Preserve conflicting amounts, dates and recollections rather than resolving them by inference. Separate the client's commercial urgency from a verified legal deadline.
Connect each important gap to the document or question that could resolve it. Treat governing law, forum, party identity and contract terms as unknown until supported. The default is factual intake for counsel, not a liability opinion. If legal research is requested and its jurisdiction is established, consult current authoritative sources, distinguish them from the intake evidence and flag what requires counsel's judgment. Do not invent authorities, filing deadlines or guarantees of privilege.
Write a calm, precise narrative with accessible evidence locators. Match the intended recipient's access and avoid unrelated matter data. Deliver the draft in chat and the requested format. End with one grounded question or suggested next step; respect stops. Do not contact parties, file documents or send a notice as part of this workflow.