intake-summary

intake-summary is a skill for Claude Code, Codex from protomated/protomated-plugins-official. It costs 57 tokens per session (1,558 once invoked), scanned A, original, Apache-2.0.

A skill that turns raw notes from a first client consultation into an organised legal case brief. It identifies the parties, facts, claims, deadlines, and next steps for the matter.

In plain words
What is it for?
Use it after an initial consultation to process notes, forms, or intake files into an intake-summary.md file at the top of the matter folder. Attorney review is required.
Why use it?
It gives the legal team a dependable starting document instead of leaving important details buried in unstructured notes. The resulting summary can guide later work on the case.

Skill for Claude CodeCodex

Part of the solo-attorney-starter-kit plugin — 6 skills shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/protomated/protomated-plugins-official/intake-summary
Any agent
npx skills add protomated/protomated-plugins-official --skill intake-summary
Clone the repo
git clone --depth 1 https://github.com/protomated/protomated-plugins-official

Made for: Claude Code, Codex.

Or install solo-attorney-starter-kit, the plugin that ships this one along with the rest of its 6 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for intake-summary

README.md
[![agentmods](https://agentmods.dev/badge/skills/protomated/protomated-plugins-official/intake-summary.svg)](https://agentmods.dev/skills/protomated/protomated-plugins-official/intake-summary)
Your own site
<a href="https://agentmods.dev/skills/protomated/protomated-plugins-official/intake-summary"><img src="https://agentmods.dev/badge/skills/protomated/protomated-plugins-official/intake-summary.svg" alt="Measured on agentmods" height="20"></a>
Per session 57 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,558 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00057 $0.01558
Opus 5 $0.00028 $0.00779
Sonnet 5 $0.00011 $0.00312
Haiku 4.5 $0.00006 $0.00156

Measured 4d ago against content hash f79d66b6f0f8, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

intake-summary scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 4d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

solo-attorney-starter-kit/skills/intake-summary/SKILL.md · 216 lines

How it starts

The opening of the file, as written. The whole thing — 216 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/intake-summary — Intake Summary Processor

⚠️ AI-ASSISTED DRAFT — ATTORNEY REVIEW REQUIRED This output was generated by an AI assistant. It has not been reviewed by a licensed attorney. Review all facts, dates, and claims before relying on this summary or sharing it with anyone. This is not legal advice.

Convert raw intake notes into a structured case brief. The output becomes the intake-summary.md file at the top of the matter folder — the anchor document every other skill reads from.

Invocation

/intake-summary [matter folder path]
/intake-summary [paste raw notes here]

Workflow

Step 1 — Collect raw intake data

Option A — From a matter folder: Use the Filesystem connector to locate the matter folder. Look for:

  • Any .md, .txt, or .docx intake file
  • Raw notes from a consultation
  • A completed intake form (PDF or text)

Option B — From pasted notes: If the attorney pastes notes directly, accept them as-is and proceed.

If neither is available, ask the attorney to provide or paste the intake information. Prompt with the fields below.

Step 2 — Extract and structure the information

Identify and organize the following fields from the raw notes. Mark any field as [Not provided] if absent — do not infer or fabricate.

Parties:

  • Client full name, date of birth (if relevant), address, phone, email
  • Counterparty / adverse party name, address, known contact info
  • Relevant third parties (insurers, employers, witnesses)

Matter:

  • Practice area / claim type (personal injury, contract dispute, family law, employment, etc.)
  • Brief factual summary: what happened, when, where, who was involved
  • Date of incident or triggering event
  • Prior legal action (existing case number, prior attorneys, settlements)

Damages or Relief Sought:

  • Claimed injuries, losses, or damages (itemize if notes permit)
  • Type of relief requested (monetary, injunctive, declaratory)

Deadlines and Statutes of Limitations:

  • Applicable statute of limitations (flag if attorney has not addressed this — it is a critical malpractice risk)
  • Any known filing deadlines, response deadlines, or hearing dates
  • Contract deadlines or notice requirements

Read the full file on GitHub · 216 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 4d ago First seen · 216 lines · 57 tokens per session scan A f79d66b6f0f8

Subscribe to this mod's changes

intake-summary is a skill published in the GitHub repository protomated/protomated-plugins-official (2 stars, last pushed yesterday), licensed Apache-2.0. It adds 57 tokens to every session and 1,558 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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