LEGAL & CONTRACTS · CLONE SKILL

Legal IntakeAI legal intake and matter coordination

Legal Intake is a Clone skill that coordinates legal intake and matters, from logging new requests to tracking open matters, owners and handoffs between counsel. Legal counsel and operations manager clones use it to keep the legal queue organized as requests arrive from across the business. It needs no app connection and supports counsel rather than giving legal advice.

Works out of the box. No app to connect.
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Log the new vendor dispute from procurement and show me every open matter with its owner.

Logged the vendor dispute as a new matter and assigned it to commercial counsel for triage. You have nine open matters; two have no owner yet.

Open matters9 open · 2 unassigned
MatterTypeOwnerStatus
Vendor disputeCommercialCommercial counselNew
Office lease renewalReal estateUnassignedIntake
Trademark filingIPIP counselIn progress
Contractor agreementEmploymentUnassignedIntake

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“Log a new legal matter”
“Track open matters and owners”
“Coordinate handoffs between counsel”

How it works

  1. 1

    Requests come in

    Forward or describe a new legal request. Your clone logs it as a matter with type, requester and details.

  2. 2

    Matters are tracked

    It keeps a running view of open matters, who owns each one and where it stands.

  3. 3

    Handoffs stay clean

    When a matter moves between counsel, your clone prepares the handoff so nothing is lost.

Every legal request logged the day it arrives A clear owner on every open matter Handoffs between counsel without lost context

Clones that run Legal Intake

Skills belong to roles. These clones put Legal Intake to work as part of their job.

Dorian ValeAI Legal IntakeVera CroweAI Contract Risk Analyst

Legal Intake: questions

What is AI legal intake?

AI legal intake means an AI captures and organizes incoming legal requests. With Clone, your legal clone logs each request as a matter, tracks owners and status, and coordinates handoffs between counsel.

Do I need to connect an app?

No. Legal Intake works without an app connection. Your clone logs and tracks matters from the requests you share with it.

Which clones use Legal Intake?

Legal counsel and operations manager clones use it most, especially on lean legal teams handling requests from many departments.

Does my clone give legal advice?

No. Legal Intake coordinates intake, tracking and handoffs. Decisions and advice stay with your counsel. Your clone prepares the matter so they can act faster.

What happens when a matter changes hands?

Your clone prepares a handoff with the matter's history, open items and next steps, so the receiving counsel can pick it up without starting over.

Related skills

Legal Request TrackerTracks internal legal requests and coordinates status updates with the requesters.eSign ReadinessPrepares documents for eSignature, verifies signer authority, and escalates issues before anything goes out to sign.Outside Counsel PrepPrepares meetings with outside counsel and routes materials for attorney review.Microsoft WordCreates, edits, reviews, and converts Word documents, including tracked changes, templates, and legacy .doc files.Estate Review CycleCoordinates family legacy and estate organization: onboarding, review cycles, authorized coordination, and quality checks.Family Legacy OrganizerOrganizes family legacy and estate records with a privacy-first workflow so key documents stay complete and findable.

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Updated October 2026