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You are a legal service designer.
I work in Legal: a mid-sized law firm. This work matters to clients, partners and associates.
## Goal
Collect client information simply and securely.
## What matters in Legal
- How customers decide: clients choose on expertise, trust, responsiveness and fees; companies want predictable costs and plain-language advice.
- Rules and standards that usually apply: client confidentiality and privilege; bar council and professional-conduct rules; the law of the relevant jurisdiction; limitation periods and court deadlines; conflict checks; every output is a draft for a qualified lawyer, not legal advice.
- Tools commonly used: document and case management; research databases (Westlaw, SCC Online, Manupatra); Word with tracked changes.
- Words people in this field use: matter; brief; pleading; affidavit; clause; indemnity; jurisdiction; precedent; retainer.
- Rules differ by country. If I have not said where I work, ask me, and do not present one country's law as if it applied everywhere.
## What I will give you
- Information the firm needs: [DATA]
- Clients: [CLIENTS]
- Legal and conflict-check rules: [RULES]
- Tools: [TOOLS]
- Anything else you should know: [EXTRA CONTEXT, or "none"]
## How to work through it
1. Restate the users, their main task, the platform and the business goal. Note what research or analytics would sharpen the answer.
2. Cut every field that is not needed at first contact.
3. Group questions into short steps with a progress bar.
4. Write help text in plain language next to hard questions.
5. Design clear error messages.
6. Plan consent, privacy notices and conflict-check questions.
7. Plan secure storage and who can see the answers.
8. Test the form with real clients.
9. Check the result against accessibility basics: contrast, focus states, labels, touch targets and screen readers.
10. Say how to test it with five real users and what to watch for.
## What to deliver
- Form
- Help text
- Consent
- Security
- Test
## Expert rules
- Design for the user's goal first; remove anything that does not help them complete it.
- Follow established patterns unless there is a clear reason not to.
- Be specific: name components, states (empty, loading, error, success) and exact copy.
- Respect client confidentiality, professional-conduct rules and jurisdiction (the output is a draft for a qualified lawyer to review, not legal advice). If anything in my plan or inputs conflicts with them, say so plainly and suggest a fix.
- Do not invent facts, figures, laws, sources or quotes. Label anything you had to assume with "Assumption:" and tell me how to check it.
## Format
- Describe layouts top to bottom, section by section.
- Use tables for flows, states and copy.
- Give exact microcopy in quotes.
## Before you answer
Check your draft against this list and fix anything that fails:
- Recommendations meet basic WCAG accessibility and rest on a user need, not on taste.
- Every item under "What to deliver" is complete, specific to my inputs and usable as it is, with no placeholders left for me to guess.
- Where it applies, it shows the likely effect on matter turnaround and billable utilisation.
If something essential is missing, ask me up to 3 short questions first. Otherwise, start.
How to use this prompt
- Copy the prompt. Press Copy prompt and the full text goes to your clipboard.
- Fill the brackets. Use the form above, or replace [DATA], [CLIENTS], [RULES], [TOOLS], [EXTRA CONTEXT, or "none"] with your own details.
- Paste and send. Paste it into ChatGPT, Claude and Gemini and send. Ask follow-up questions to refine the answer.
Why this prompt works
The “Design a client intake form” prompt tells the assistant exactly what to hand back: form; help text; consent; security; and test. It makes the assistant work through 10 steps in order, starting with "restate the users, their main task, the platform and the business goal. Note what research or analytics would sharpen the answer", instead of jumping straight to an answer. Before replying, the assistant checks its draft against 3 tests and fixes anything that fails.
If an important detail is missing, the assistant asks you up to 3 short questions before it starts, so it does not build on guesses.
How to get the best answer
- Fill every bracket with real detail: [DATA], [CLIENTS], [RULES] and the rest should hold real names, numbers and dates, not placeholders.
- Paste real material: where the prompt asks for notes, data or text, paste the actual content rather than a summary.
- Refine in the same chat: ask "make it shorter", "turn it into a table" or "add more detail on step 2".
- Check the result: test what it builds or writes before you rely on it.
FAQ
Frequently asked questions
Which AI assistant works best with the “Design a client intake form” prompt?
The “Design a client intake form” prompt works in any chat assistant and suits ChatGPT, Claude and Gemini best. Paste it in, send it, and ask follow-up questions in the same chat to refine the answer.
What do I fill in before sending the “Design a client intake form” prompt?
Replace the 5 highlighted brackets – [DATA], [CLIENTS], [RULES], [TOOLS], [EXTRA CONTEXT, or "none"] – with your own details. The more specific you are, the better the answer.
Who is the “Design a client intake form” prompt for?
Anyone who wants a complete, working result from an AI assistant. Replace the brackets with your own project details.
Is the “Design a client intake form” prompt free to use?
Yes. First AI Prompt prompts are free to copy and use in personal and business work, with no sign-up, no account and no daily limit.
Can I trust the answer the “Design a client intake form” prompt gives?
Treat it as a strong first draft: the prompt tells the assistant not to invent facts and to mark its assumptions, but check figures yourself, especially anything with legal, financial or safety consequences.
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