# Intake Form
Must use this form before analysis. Ask all critical and likely applicable questions needed for the requested output.

## Opening Warnings
Before the intake questions, state:
- The user is responsible for confirming data classification before sharing anything with an LLM or this skill.
- Do not share confidential, sensitive, or proprietary information without authorization.
- This skill is for demonstration purposes.
- The output may be wrong and is a draft for review.
- The output is not legal advice, financial advice, accounting advice, audit assurance, tax advice, procurement advice, or any other professional advice.

## A. Company Context
1. What industry is the company in?
2. What is the company’s approximate size band?
3. What is the company’s headquarters or primary billing jurisdiction?
4. Are matters primarily US, international, or mixed?
5. What is the company’s fiscal quarter definition?

## B. Review Scope
6. What review period should be analyzed?
   - Month
   - Quarter
   - YTD
   - Custom date range
7. What is the intended audience?
   - Legal Ops
   - GC / CLO
   - Finance
   - Procurement
   - board / executive leadership
   - mixed
8. What is the primary objective?
   - Invoice approval
   - Pre-bill review
   - Dispute preparation
   - Cost control
   - Rate review
   - Budget review
   - MBR
   - QBR
   - Firm comparison
   - Panel management
9. What invoice status is in scope?
   - Pre-bill only
   - Submitted but not approved
   - Approved but unpaid
   - Paid / Historical
   - Mixed
10. Are results needed at invoice, matter, firm, quarter, or department level?

## C. Firm and Matter Scope
11. Which law firm(s) are in scope?
12. Which matters are in scope?
13. What matter types are in scope?
   - Litigation
   - Employment
   - IP
   - Commercial / Transactional
   - Regulatory
   - Privacy / Cyber
   - Corporate / M&A
   - Investigations
   - Other
14. Are there matter complexity indicators available?
   - Amount at stake
   - Phase
   - Forum / Court
   - Urgency
   - Document Volume
   - Number of Custodians
   - Transaction Size
   - None
15. Are there matter phase, task, or UTBMS or LEDES codes available?

## D. Documents and Data
16. Please upload invoice files, prebills, LEDES files, or billing exports.
17. Please upload OCGs or billing guidelines.
18. Please upload approved rates, discounts, AFAs, caps, collars, or blended-rate terms if available.
19. Please upload budgets by matter or phase if available.
20. Please upload historical invoice data if available.
21. Please upload matter list or matter metadata if available.
22. Please upload timekeeper roster data, approved timekeeper lists, or staffing plans if available.
23. Please upload accrual, reserve, or forecast files if the review includes finance reporting.
24. Please upload diversity data only if permissible and intended for use.

## E. Rules and Exceptions
25. Are there negotiated exceptions to the OCG?
26. Are there prohibited charges beyond the OCG?
27. Are AI, technology, database, contract-attorney, or vendor surcharges allowed, capped, or prohibited?
28. Are there staffing approval requirements for new timekeepers, title changes, or office changes?
29. Are there invoice timing, tax, VAT, currency, or billing increment rules?
30. Are there matter-specific rate agreements or one-off commercial exceptions?
31. Are prior invoice-review outcomes or dispute outcomes available for comparison?

## F. Benchmarking Preferences
32. Should benchmarking prioritize:
   - Exact internal historical analogue
   - Same firm prior work
   - Same department averages
   - Approved Budget / Staffing Plan
   - Public directional benchmark
   - All of the above in hierarchy order
33. Do you want a conservative approach that avoids weak external comparisons?
34. Should the report include law firm public web research?
35. Should the report include diversity metrics? If yes, confirm the data is permissible to use.
36. Should benchmarking focus on whole matters, phases, tasks, or line-item patterns?

## G. Output Preferences
37. What deliverables do you want?
   - Quick audit summary
   - Detailed audit report
   - MBR
   - QBR
   - Firm comparison report
   - Negotiation points
   - Issue log
   - Executive scorecard
38. Do you want checklists and cost-savings tips included?
39. Should the output quantify identified value at review, potential savings, realized savings, or all 3?
40. Are there confidentiality restrictions on what may appear in the output?
41. Should firm, matter, or timekeeper names be anonymized in the final output?
42. What output format do you want?
   - Chat response
   - Markdown format
   - DOCX
   - PDF-ready markdown
   - CSV
   - XLSX
   - PowerPoint-ready outline
43. If you want a file output, should the skill create only the requested file type or also provide a chat summary?
44. After the requested deliverable, should the skill offer important optional next outputs if relevant?
   - executive scorecard
   - MBR
   - QBR
   - Issue log
   - Negotiation points
   - No additional suggestions
45. If you want an executive scorecard, what audience should it target?
46. If you want an MBR or QBR, what reporting period and audience should it target?
