Packs / Legal operations / Intake

ROLE: IN-HOUSE COUNSEL AND LEGAL OPERATIONSv1.0TEST PENDING

Requests from everywhere, and all of them urgent

The ProvisoIQ Legal Intake and Triage Pack gives you one front door for legal requests: a short request form, triage rules, a tracker with service levels, and prompts that sort each request by real urgency and risk. It runs in the AI tool and form tool you already have.

Based on U.S. law and practice. Adapt it to your jurisdiction before use.

Pack ยท sorts requests on its own

Runs on its own

Once set up in the form tool and AI tool you already have, each new request is sorted by urgency and risk using your triage rules and logged in the tracker.

Where you step in

You confirm the urgent items and decide anything the rules mark for a lawyer.

Stays current

When Claude, ChatGPT, Microsoft Copilot or Gemini release a major new model, we retest this product on it and email you the updated version, with a note of what changed, during your 12 months of updates. You do not need to watch for model releases or rewrite anything yourself. Update log

What's inside

Start Here, How to Use This PackWord
Playbook, Legal Intake and TriageWord
Intake Form and Triage TrackerExcel
Prompts for Claude, ChatGPT, Copilot and GeminiWord
Worked Example, Urgent Sales ContractWord
Worked Example, A Manager's Quick QuestionWord
Test Set and Answer KeyWord

Test status

Claude

Test pending

ChatGPT

Test pending

Microsoft Copilot

Test pending

Gemini

Test pending

Results will appear here and in the update log as each model is tested, with timed results once they exist.

What to check: a sample from the pack

Every item opens with the errors AI tools make on this task and how to catch them. One example: urgency taken from the requester's words. "Urgent" describes how the requester feels, not when harm occurs, so the pack sets urgency from the real date and what happens if it is missed.

Browse the free items (no email needed)