Legal

Intake Call Question List

Generate an ordered list of intake questions for a new matter, disqualifying questions first.

Prompt
I'm about to take an intake call for a potential [type of matter] client. Give me a list of 12 questions to ask, ordered so the most disqualifying questions (statute of limitations, conflicts, jurisdiction) come first.

Anything in [brackets] is a placeholder — replace it with your own details before sending it to your AI assistant.

Kumail Mehdi

Kumail Mehdi

ISO 42001 Lead Auditor and AI strategist. 11 years in corporate leadership, 14 years running a digital agency. I help professionals, consultants and AI startups turn expertise into governed, AI-powered systems.