Consultation inquiry and matter-context capture
For consultation inquiry and matter-context capture, define the required context, classification rules, and duplicate or missing-data checks before work enters the operating queue.
FREE CLAUDE & CODEX PLUGIN TEMPLATE
Legal Client Intake CRM System PRD Template
A real SOT-based Legal Client Intake CRM System PRD template connecting consultation inquiry and matter-context capture, client, consultation, conflict-check, and engagement-status lookup, consultation assignment, conflict check, engagement review, and follow-up management, consultation-to-engagement conversion and matter-type operations reporting.
View source on GitHub · MIT licensed
USE CASE
Who this template is for
Teams designing an internal operations system for law-office staff receiving client consultations and law-office operations coordinator
CONTENTS
What the template includes
- Consultation inquiry and matter-context capture
- Client, consultation, conflict-check, and engagement-status lookup
- Consultation assignment, conflict check, engagement review, and follow-up management
- Consultation-to-engagement conversion and matter-type operations reporting
VIBESPEC VIEWER
See the plan in VibeSpec
Each screen is generated from the public SOT included with this template.
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Open this screen in the live demo PRACTICAL GUIDE
How to use and adapt this Legal Client Intake CRM System
This Legal Client Intake CRM System connects consultation inquiry and matter-context capture, client, consultation, conflict-check, and engagement-status lookup, consultation assignment, conflict check, engagement review, and follow-up management, and consultation-to-engagement conversion and matter-type operations reporting in one SOT-based planning document. Use the complete HTML to review and share the plan, then adapt the SOT JSON with the VibeSpec plugin in Claude or Codex.
What this Legal Client Intake CRM System actually includes
Client, consultation, conflict-check, and engagement-status lookup
For client, consultation, conflict-check, and engagement-status lookup, keep status, owner, priority, and change history together so the team can find the complete operating context.
Consultation assignment, conflict check, engagement review, and follow-up management
In consultation assignment, conflict check, engagement review, and follow-up management, connect assignment, approval or rejection, exception handling, and completion confirmation as one accountable workflow.
Consultation-to-engagement conversion and matter-type operations reporting
Use consultation-to-engagement conversion and matter-type operations reporting to track due dates, bottlenecks, exceptions, and completion outcomes by team, period, and operating category.
Policy, access, and integration foundations
Set the role-based access, audit history, notifications, and external-system boundaries that Legal Client Intake CRM System needs to operate safely.
Start in three steps, even without planning experience
1. Review the complete HTML with your team
The download opens in a browser without setup. Compare the PRD, feature specification, screen structure, and user flow with the work your team does today.
2. Name your operating rules
Write down real user roles, required data, approval rules, exceptions, and success metrics. Start with the core flow from consultation inquiry and matter-context capture through consultation assignment, conflict check, engagement review, and follow-up management.
3. Give the SOT JSON to VibeSpec
Attach the SOT JSON in Claude or Codex with the VibeSpec plugin and describe the change in plain language. VibeSpec keeps requirements, features, screens, and user flows connected.
Adapt this Legal Client Intake CRM System for your team
Rename terms and states first
Replace the template vocabulary, states, and classification with the terms your team uses. Keep consultation inquiry and matter-context capture and client, consultation, conflict-check, and engagement-status lookup consistent.
Make roles, approvals, and exceptions explicit
Define who registers, reviews, approves, processes, and confirms completion, plus the conditions that trigger rejection or reprocessing in consultation assignment, conflict check, engagement review, and follow-up management.
Keep screens, metrics, and integrations connected
Decide what consultation-to-engagement conversion and matter-type operations reporting should measure, then connect any SSO, messaging, or adjacent-system integration to the related screens and user flow.
Capabilities to add next
Automation and notifications
Create a separate Legal Client Intake CRM System initiative for due-date alerts, owner assignment, approval reminders, and exception follow-up.
External-system integrations
Before connecting Legal Client Intake CRM System to source data or adjacent systems, define synchronization cadence, failure handling, access boundaries, and audit records.
Operations analytics
Extend Legal Client Intake CRM System with team, period, and category analysis plus action rules for deteriorating completion or service levels.
Prompts you can use with VibeSpec
Adapt it to our terminology and roles
Adapt this Legal Client Intake CRM System for our team. Ask about our user roles, states, required fields, and approval steps first, then update the requirements, screens, and user flows together.Simplify it into an MVP
Reduce this Legal Client Intake CRM System to an MVP that keeps consultation inquiry and matter-context capture, client, consultation, conflict-check, and engagement-status lookup, and consultation assignment, conflict check, engagement review, and follow-up management. Move automation and external integrations into separate initiatives.Add operations automation
Create a separate initiative on top of this Legal Client Intake CRM System for due-date alerts and automatic owner assignment. Keep the connection to the existing screens and user flow.Legal Client Intake CRM System FAQ
Can I use this template without development experience?
Yes. The complete HTML opens in a browser for review and sharing. To adapt the plan, attach the SOT JSON to Claude or Codex with the VibeSpec plugin and describe the change in plain language.
What is included in this planning template?
It includes consultation inquiry and matter-context capture, client, consultation, conflict-check, and engagement-status lookup, consultation assignment, conflict check, engagement review, and follow-up management, and consultation-to-engagement conversion and matter-type operations reporting, plus foundations for access, audit history, notifications, and integrations.
What is the difference between the HTML and SOT JSON downloads?
The HTML is a complete planning document for reading and sharing. The SOT JSON is source data that VibeSpec can update while keeping requirements, features, screens, and user flows connected.
How should I add a new capability?
For a discrete capability such as automation, integration, or additional analytics, create and review a separate initiative before changing the product plan broadly.
WORKFLOW
Use it with VibeSpec
- Open the complete HTML file to review or share it immediately.
- Download the SOT JSON and load it in the VibeSpec viewer.
- Adapt the features, screens, and flows for your team.