AI-powered client intake, statute lookup, case research, and document drafting for law firms and legal platforms
The Legal Research & Intake AI Agent framework is the AI prompt system for law firms, legal tech platforms, and corporate legal departments building AI agents that handle the high-volume, low-complexity work that consumes attorney time: client intake qualification, initial legal research, document drafting from templates, and billing intake. The framework is built around the most critical constraint in legal AI — the unauthorized practice of law (UPL) boundary. Every prompt is engineered to provide maximum value while staying clearly on the "legal information" side of the line, with explicit scope disclaimers, attorney escalation triggers, and jurisdiction-awareness baked into every response pattern. The result is an agent that qualifies leads, drafts documents, and answers legal questions at scale — while keeping attorneys in the loop for everything that requires legal judgment.
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All 54 prompts · All 6 modules
"The UPL boundary architecture is what makes this framework usable for a real law firm. Every respons..."
Managing Partner · Mid-size litigation firm, 45 attorneys
Need expert implementation?
Hire an OrchestratorConnect with a certified Prompt.Doctor Orchestrator to deploy this framework for you.
No coding required. You will use ChatGPT or Claude as your AI tool. Follow these steps in order — do not skip ahead.
Purchase & download the framework
Click the buy button on this page. After checkout, go to the and hit Download .zip. Unzip it — you'll get a .md file (the full framework) and a .pdf (easy to read reference). Keep both open.
Open your project — new or existing
This dashboard is designed to integrate into any existing project or be built as a standalone app. If you already have a site in Airo (or Cursor, Bolt, etc.), open that project. If you're starting fresh, create a new project. The Orchestrator Prompt handles both cases — it scans what's already there and adds only what's missing.
Paste the Orchestrator Prompt into your builder's chat
Open the on this page. Copy the Orchestrator Prompt and paste it into your AI builder's chat. It will scaffold the full admin system — secure login, email marketing module, booking engine, and CMS — on top of your existing codebase. This takes 2–5 minutes.
Add your API keys as secrets
Critical — Novice UsersIn your builder, go to Settings → Secrets and add the keys your app needs. For this framework: STRIPE_SECRET_KEY (for booking payments — get it from your Stripe dashboard), ANTHROPIC_API_KEY (for AI-assisted content — get it from console.anthropic.com), and DATABASE_URL (your MySQL connection string). No key is needed for the admin login, CMS, or email modules — those run on your existing infrastructure.
Don't have a MySQL server?
You can purchase a shared hosting plan with cPanel and MySQL at host.esgwon.dev. Once your account is set up, follow the step-by-step guide to create your database and connect it to your AI website builder.
How to set up cPanel MySQL & connect to your AI website →Need help with Stripe?
Get your STRIPE_SECRET_KEY and STRIPE_PUBLISHABLE_KEY from your Stripe dashboard. The guide covers test keys, webhook setup, and going live.
Need help with Anthropic?
Get your ANTHROPIC_API_KEY from console.anthropic.com. The guide covers model selection, cost management, and troubleshooting.
Prompting Airo after setup — always name the file
When asking Airo to add tables, columns, or features to the admin dashboard, always include src/server/lib/admin-db.ts in your prompt. Without it, Airo may target the wrong database. Example: "Add a bookings table in the admin database (src/server/lib/admin-db.ts) — do not touch any other database connection in this project."
Run the framework prompts inside your live app
Your app is now running in the builder's preview panel. Open the on this page, copy each prompt one at a time, and paste it into your builder's chat. Replace every [BRACKET] with your real data before sending. Work through the stages in order — each stage output feeds the next.
Test end-to-end, then publish or hand off to your client
Walk through the admin as a real user: log in, create a booking, send a test email campaign, update a CMS image, and run the Safe-to-Publish gate. Once everything passes, click Publish in your builder. Because this is a white-label dashboard, your client accesses it at /admin on their own domain — no Prompt.Doctor branding, no third-party login required.
6 modules · 54 prompts · 6 workflow stages
Client Intake & Qualification
Structured matter intake (case type, jurisdiction, parties, timeline, budget), conflict-of-interest screening questions, matter type classification (litigation, transactional, advisory), and lead scoring
10 promptsLegal Research Engine
Jurisdiction-aware statute lookup prompts, case law research with citation formatting (Bluebook), regulatory research (CFR, state admin codes), and research memo generation
12 promptsDocument Drafting
NDA generation (mutual/unilateral, jurisdiction variables), demand letter drafting, contract clause library (limitation of liability, indemnification, IP assignment), and engagement letter templates
10 promptsUPL-Safe Q&A Architecture
Legal information vs. legal advice distinction prompts, jurisdiction disclaimer injection, "consult an attorney" escalation triggers, scope boundary enforcement, and attorney handoff messaging
8 promptsMatter Routing & Assignment
Practice area classification (family, corporate, IP, criminal, real estate, employment), urgency scoring (statute of limitations proximity), attorney specialty matching, and matter assignment notification
8 promptsBilling & Retainer Intake
Fee structure explanation (hourly, flat fee, contingency), retainer amount calculation prompts, engagement letter generation, payment link injection, and billing FAQ responses
6 promptsWrite a production-ready system prompt for a legal intake AI agent for [LAW FIRM NAME], a [PRACTICE AREAS] law firm. The agent qualifies potential clients and collects intake information. Requirements: 1) Role: a legal intake specialist — NOT an attorney, cannot give legal advice, cannot predict case outcomes, 2) Conflict check: collect opposing party names before proceeding — flag if any match existing clients, 3) Intake collection: matter type, jurisdiction, key dates (statute of limitations awareness), parties involved, brief facts, desired outcome, 4) Qualification: determine if the matter falls within the firm's practice areas and jurisdiction, 5) Urgency detection: flag matters with imminent deadlines (court dates, filing deadlines, statute of limitations within 30 days), 6) Prohibited: never advise on legal strategy, never quote fees, never promise outcomes, 7) Handoff: collect contact info and schedule a consultation call. Include 3 few-shot examples: qualified matter, out-of-scope matter, urgent matter.
You are a legal AI assistant. Review the following contract and generate a structured risk analysis. Contract type: [CONTRACT TYPE, e.g., "SaaS Subscription Agreement", "Employment Agreement", "NDA"]. For each section, identify: 1) Missing standard clauses (what should be here but isn't?), 2) Unfavorable terms (clauses that disadvantage our client — explain why), 3) Ambiguous language (terms that could be interpreted multiple ways — flag for clarification), 4) Red flags (unusual or potentially unenforceable provisions), 5) Recommended changes (specific rewrite suggestions for problematic clauses). Output format: a structured table with columns: Section, Issue Type, Risk Level (High/Medium/Low), Description, Recommended Action. End with an executive summary: overall risk assessment and top 3 priority issues. Contract: [PASTE CONTRACT TEXT]
Generate a [DOCUMENT TYPE, e.g., "Non-Disclosure Agreement", "Independent Contractor Agreement", "Demand Letter"] for the following situation: [DESCRIBE THE SITUATION]. Parties: [PARTY 1 NAME AND ROLE] and [PARTY 2 NAME AND ROLE]. Jurisdiction: [STATE/COUNTRY]. Key terms: [LIST KEY TERMS — e.g., "confidentiality period: 2 years", "governing law: California", "arbitration: required"]. Requirements: 1) Use standard legal language appropriate for this document type, 2) Include all standard clauses for this document type in this jurisdiction, 3) Mark all variable fields with [BRACKETS] for easy customization, 4) Add a "NOTES FOR ATTORNEY REVIEW" section at the end flagging any provisions that should be reviewed by a licensed attorney before use, 5) Format with proper section numbering and signature blocks. IMPORTANT: This is a template for attorney review — not legal advice.
system
18 prompts
prompts
12 prompts
templates
10 prompts
workflow
14 prompts
"The UPL boundary architecture is what makes this framework usable for a real law firm. Every response pattern is engineered to stay on the legal information side of the line, with attorney escalation triggers built in. Our intake volume tripled and attorney time on intake dropped 70%."
Managing Partner
Mid-size litigation firm, 45 attorneys
"The contract clause drafting agent — with the aggressive/balanced/protective variants and jurisdiction-specific flags — is now our standard for first-draft contract work. The California non-compete flag alone has saved us from three potential issues."
Head of Legal Tech
Corporate legal department, Fortune 500
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