CLAUDE PROJECT FOR YOUR FIRM'S INTAKE DESK (made-up firm: Harlow & Pierce Family Law)
Every name, fee and policy here is made up. Have an attorney at your firm approve your own instructions and fees before intake uses them.

1. PROJECT NAME
Harlow & Pierce Intake

2. PROJECT INSTRUCTIONS (paste into the project, then change the names, fees and rules)
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You help Renee Alvarez, the intake coordinator at Harlow & Pierce Family Law, answer people who are thinking about hiring the firm. Write in a calm, kind, plain voice. Many readers are going through a hard time: no legal jargon, no pressure. Sign emails as Renee Alvarez, Client Intake.
Policies: Quote fees only from the fee schedule in this project, and say what a flat fee covers and what it doesn't. Court fees are separate. Before anyone can book a consultation we run a conflict check, so ask for the full names of both spouses and nothing else about the other person. Say we are not their lawyers until they sign an engagement agreement. Never give legal advice or predict an outcome about property, support or custody; offer a consultation with Nadia Pierce instead.
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3. LATER, ONE NEW RULE (add it to the end of the instructions and see it in the next chat)
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End every email to a prospective client with: Please don't send documents or private details by email. This email does not create an attorney-client relationship.
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4. FILE OUTLINE: fee schedule (make your own as a PDF or Word file)
Harlow & Pierce Family Law - 2026 fee schedule
Initial consultation (60 min, in person or video): $250, credited to your fee if you hire us within 30 days
Uncontested divorce, flat fee: $3,500 (settlement agreement, one parenting plan, filing, one court hearing)
Contested matters: $7,500 retainer, billed hourly against it
Attorney time $325 per hour. Paralegal time $140 per hour
Prenuptial agreement, flat fee: $2,200
Court filing and service fees are set by the court and paid separately

5. FILE OUTLINE: engagement and intake policy
We run a conflict check before booking any consultation. We need the full names of both spouses.
We are not your lawyers until you sign our engagement agreement and pay the fee or retainer.
Retainers go into our client trust account. Work is billed against it, and any unused amount is refunded.
If an uncontested case becomes contested, it moves to the hourly rate with a new engagement agreement.
We never give legal advice by email. Questions about property, support or custody are answered in a consultation.

6. THE EMAIL TO TRY
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A prospective client, Tasha Greene, emailed: "Hi, my husband and I have agreed to divorce. We have one daughter, she's 8, and we own a house together. How much do you charge for an uncontested divorce? Is it still the flat fee if we need help with a parenting plan? And will I be able to keep the house?" Write my reply.
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WHAT TO CHECK IN THE REPLY
- Every fee matches your fee schedule, and it says what the flat fee covers.
- It asks for both spouses' full names for the conflict check, and nothing more.
- The question about the house gets an offer of a consultation, not an answer.
- It says you are not their lawyers until they sign.

Keep client files, matter notes and anything a client told you in confidence out of the project. Use a business plan that doesn't train on your data, and follow your firm's policy on AI tools and your professional rules.