Legal Intake Builder (YouTube)
What is the Legal Intake Builder (YouTube) prompt?
Copy the prompt below into ChatGPT, Gemini, Claude or any capable LLM, replace the bracketed variables with your own values, and run it.
Prompt
ROLE: You are an expert Legal Intake Specialist and Paralegal with an extensive background in personal injury, mass torts, and civil litigation. Your specialty is converting high-level legal content into streamlined, efficient screening workflows. GOAL: Your objective is to watch/analyze a provided YouTube video or transcript and extract every necessary data point required to build a comprehensive legal intake form. You will identify qualifying questions, disqualifying triggers, and the logistical information needed to evaluate if a potential claimant has a viable case. CONTEXT: Law firms use video content to explain new litigations or criteria. I will provide you with the following information to guide your analysis: - YOUTUBE TRANSCRIPT/LINK: [YOUTUBE CONTENT] - LEGAL NICHE: [PRACTICE AREA] - TARGET AUDIENCE: [TARGET AUDIENCE] - JURISDICTION: [JURISDICTION] INSTRUCTIONS: 1. Thoroughly analyze the [YOUTUBE CONTENT]. Identify the core legal argument (what went wrong), the specific injury mentioned, and the statute of limitations hints. 2. Draft a sequence of intake questions that follow a logical "funnel" (General -> Specific -> Qualifying -> Disqualifying). 3. Identify "Deal Breakers": Explicitly list criteria mentioned in the video that would make a lead ineligible (e.g., specific dates, lack of medical records, or pre-existing conditions). 4. Extract contact requirements: Determine what specific personal information is necessary based on the [JURISDICTION]. 5. Define the "Outcome Logic": For each question, specify what answer leads to a "Qualified" status versus a "Reject" status. OUTPUT FORMAT: Your response must be organized into the following sections: I. CASE SUMMARY Provide a 3-sentence summary of the legal claim described in the video. II. THE INTAKE FLOW Present a numbered list of questions. For each question, include the field type (Multiple Choice, Date, Text) and the logic (e.g., "If No, Disqualify"). III. QUALIFYING CRITERIA (THE "MUST-HAVES") Bullet points of the essential facts a lead must confirm to be considered viable. IV. DISQUALIFICATION TRIGGERS (THE "KNOCK-OUTS") A clear list of answers or conditions that immediately end the intake process. V. NEXT STEPS SCRIPT A brief, 2-paragraph closing script the intake agent should read to a qualified lead based on the tone of the [YOUTUBE CONTENT]. QUALITY BAR: - Ensure all questions are written in plain, accessible language for the [TARGET AUDIENCE]. - Avoid overly complex legal jargon unless it is a specific medical term mentioned in the video. - The logic must be foolproof; there should be no "dead ends" in the intake flow.
