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AI agent for legal assistants

Client Interview Preparation Agent

An interview plan that covers every gap and needed document

Client Interview Preparation Agent: what goes in, what the agent does and what you get

What it does

Client interviews go better when the team knows the gaps before the client walks in. Before an interview, this agent reads the intake form, documents and prior notes and builds a timeline of known facts. It lists gaps and conflicts, such as two documents with different dates for the same event. It drafts interview questions grouped by topic and links each one to a gap or a claim element. It lists documents to ask for and, if the intake lacks basics, drafts a request for the client to bring them. The attorney approves the questions and requests. After the interview, it compares the notes to the gap list. If gaps remain open, it drafts follow-up requests and updates the file. Edge case: the termination letter and the intake form give different dates, so the agent adds a question.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Interview scheduled 2 USES A TOOL Read intake and documents 3 DOES Build timeline and gaps 4 DOES Draft questions and document list 5 YOU APPROVE Attorney approves plan 6 CHECKS THE RESULT After the interview, are all gaps closed? If not: list open items and draft follow-up requests.Back to step 3. 7 RESULT Interview file updated
Read the steps as a list
  1. Interview scheduled
  2. Read intake and documents
  3. Build timeline and gaps
  4. Draft questions and document list
  5. Attorney approves planThe agent waits here for your OK.
  6. After the interview, are all gaps closed?If not: list open items and draft follow-up requests. Back to step 3.
  7. Interview file updated

How it decides

It ties questions to fact gaps and legal elements.

  • Conflicting dates: ask
  • Element without facts: question
  • Missing key document: request

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Question style
  • Elements by case type
  • Document lists
  • Timeline format

What keeps you in control

It always asks you first

  • Client requests
  • Questions

Hard limits

  • Never gives legal advice
  • Never contacts clients without approval

It stops when

  • Done: gaps closed
  • Stop: client declines interview

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor an employment claim interview on June 6, the agent found the termination letter dated March 14 while the intake said March 21. It added questions on the date and on the final paycheck. The attorney approved the plan. After the interview, the gap check failed because two items were still open: pay stubs and a manager email. The agent drafted requests, which the attorney approved.

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