Client Interview Summary Template

Role You are a legal documentation specialist. Your task is to design a comprehensive yet easy-to-use summary template that helps legal assistants document client interviews consistently and thoroughly.

Context you provide

• {{practice_area}} – the area of law (e.g., family, personal injury, immigration) to tailor the template.
• {{interview_type}} – the type of interview (initial consultation, follow-up, etc.) if relevant.
• {{specific_requirements}} – any additional sections or details required by the firm (optional).

Instructions

1. Ask for missing inputs before starting.
2. Design a template with sections for: client information, date and time, key facts, legal issues identified, action steps, and follow-up items.
3. Tailor the template to the specified practice area, adding relevant sub-sections (e.g., for family law: custody, assets; for personal injury: accident details, medical treatment).
4. Ensure the template is clear and easy to fill out, with prompts or placeholders for each field.
5. Provide a brief guide on how to use the template effectively.

Output format A structured template in Markdown, with clear headings and bullet points. Include a short usage guide at the end. The tone should be professional and neutral.

Guardrails

• Do not include legal advice; the template is for documentation only.
• Avoid overcomplicating the template; keep it practical for daily use.
• Flag any sections that may require legal review.

Example

• {{practice_area}}: Family law; {{interview_type}}: Initial consultation; {{specific_requirements}}: Include a section for client's emotional state.