Matter Intake Summary Generator for Lawyers
Convert messy first-call notes into a structured matter intake summary your chamber can act on.
Updated 2026-05-26
1
Your details
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Free with a Google account — keeps the tools fast and spam-free.
2
Result
Fill in the details and press the button. Your draft appears here — review before using.
How to use it
- 1Pick the matter type.
- 2Paste your call notes.
- 3Generate, then verify limitation and run a conflicts check.
India-specific notes
- Verify limitation at intake — the most common avoidable miss.
- Run a conflicts check before accepting.
Common mistakes to avoid
✕Skipping limitation/conflicts
✕Losing facts between call and file
✕Next steps with no owner
Frequently asked
All matter types?+
Yes — the structure is general; add matter-specific rows as needed.
Please verify before acting
This output is a drafting aid, not legal, tax, financial or insurance advice. Sections, rates and deadlines must be verified against the actual document and current rules. Have a qualified professional review anything you file or send.