Generate a law firm case intake plugin
Law firms need intake forms that are both informative and confidential. Generic contact forms miss the nuances: practice-area-specific questions, conflict-of-interest checks before a lawyer sees detailed facts, and secure document upload.
A generated plugin is built around a law-firm flow: a client picks a practice area, answers area-specific questions, uploads relevant documents encrypted at rest, and signs a preliminary engagement e-consent.
Why generate it instead of installing an existing plugin?
Clio Grow and Lawmatics are solid CRMs but they are another SaaS ($50-100/month) and move the client relationship off your own site.
A generated plugin keeps intake on your domain where prospective clients are already reading your bio pages. Each practice area has its own tailored question set (family law asks different things than IP law). Conflict check runs first — the form asks for opposing parties and cross-checks against existing clients before a junior lawyer sees anything privileged.
Files are stored in a private directory with AES-256 at rest (encrypted before writing to disk), accessed only through signed URLs valid for 15 minutes.
Example prompt
This is the kind of description that generates this plugin. You can start from it and tweak whatever you need before hitting generate.
Plugin name: Acme Legal Intake
Practice areas as a taxonomy (family, IP, corporate, employment, etc.).
Per-area question set defined in code (array per slug).
Intake flow:
- Client picks area from /intake.
- Fills contact info + opposing parties.
- Plugin runs conflict check: fuzzy-match opposing_parties against existing wp_acme_clients entries. If match, route to conflict@firm.com (no detail shared), else proceed.
- Area-specific questions shown next.
- Document upload: up to 5 files, each <=10MB, pdf/docx/jpg/png. Files AES-256 encrypted before being written to wp-content/intake-private/, keyed by a master key in wp-config.
- E-signature: engagement terms shown, client types full name + IP + timestamp stored as proof.
Notifications:
- Intake coordinator email with a link to the secure intake dashboard.
- Client receives a confirmation email (no PII, just "we received your intake").
Dashboard:
- Intake queue by area.
- Signed download links per file, expire in 15 minutes.
- Audit log: every view of client data is logged with user + timestamp.What the generated plugin typically includes
- Practice-area-specific question sets
- Conflict-of-interest check before privileged info captured
- Encrypted document storage (AES-256) in private directory
- E-signature consent with IP + timestamp
- Short-lived signed download URLs (15 min)
- Audit log of every data view
Question sets per practice area, conflict rules, e-signature template and retention policy are defined in the prompt. Bar-specific compliance (advertising rules, required disclaimers) varies by jurisdiction; include yours in the prompt.
Frequently asked questions
Is this substitute for a case management system?
No. It is intake only. Once a case is signed, data exports to your CMS (Clio, MyCase, PracticePanther) via CSV or API.
How is attorney-client privilege respected?
Intake contents are gated by role; only attorneys assigned to a case can see its privileged sections, and access is logged. The plugin does not replace a legal privilege review, it supports it.