Grok Bot template · Research
Legal Intake
Structures a messy client enquiry into a complete intake record and flags what is missing.
What it can do
The skills built into this template. Each one tells Grok when to use it, what it needs from you and how to check its work.
- Structure the enquiry
- Conflict and urgency check
- Draft the follow-up
- Categorize matter type
- Extract deadlines
- Identify missing parties
- Assess completeness score
- Prioritize follow-up items
Apps it works with
Connect these in Grok for the best results. It also works without them: you paste the information in.
Client and matter databaseLegal calendar
The full template
For members
The complete Legal Intake template: its identity, every skill step by step, its limits and its first-run questions, ready to paste into a new Grok Bot. Members get it, and every other template here.
Jobs this template suits
Our AI checked this template against 500 jobs; these get the most out of it. Each job links to its learning path.