New Case Intake
Forward the intake email, get a case opened with SOL alert and preservation letter drafted.
The problem
Intake is the biggest bottleneck in a high-volume firm. A new claim email arrives, and someone has to read it, decide whether to open it, create the case with the right metadata, pull policy limits from any attached declarations page, calendar the statute of limitations, and draft an initial demand letter or preservation-of-evidence notice. A good paralegal takes 45-60 minutes per file. A bad week buries the team.
The outcome
Claude reads the forwarded email + attached PDFs (police report, declarations, medical records), opens the case in your case-management with the right metadata, files an SOL alert, and drafts the preservation letter. 45 minutes → 90 seconds + your approval pass.
Connectors you'll need
The prompt
Paste this into Claude (with Cohesive360 installed in your Claude → Settings → Connectors). Replace bracketed placeholders with your specifics.
I'm forwarding a new intake email. Please:
1. Open a new case in my case-management system with the plaintiff, defendant, incident date, and case type from the email.
2. Read any attached police report / declarations page and pull policy limits + adverse-driver insurance carrier.
3. Calendar the statute of limitations (adjust by jurisdiction).
4. Draft a preservation-of-evidence letter to the adverse carrier in our firm's standard format.
5. Show me everything for review before anything posts.What Claude does
Step-by-step rundown of the work. Every write is drafted, not posted — you approve before anything lands in your systems.
- 1
Parse intake email + attached PDFs
Extracts plaintiff, contact info, incident date, type, adverse driver, police report #, and insurance details. If a declarations page is attached, Claude reads it and pulls policy limits.
- 2
Draft the case in case-management
Creates the case in draft status with the extracted metadata. Not actively assigned to staff yet — you approve.
- 3
Calendar the SOL
Computes SOL based on incident date + case type + jurisdiction. Drafts a soft reminder 90 days before and the hard deadline.
- 4
Draft preservation letter
Uses your firm's letter template (or generic) to draft the preservation letter to the adverse carrier. References police report #, incident date, plaintiff name.
- 5
Hand back for approval
Single summary: 3 things drafted for review — the case, the SOL deadline, the letter. Nothing is filed until you click approve.
Verify before approving
Claude is fast but not infallible. These are the spots most worth a second look before you hit approve.
- Verify plaintiff/defendant spelling against the police report.
- Confirm the SOL date — Claude knows standard rules but doesn't know your jurisdiction's quirks.
- Check the preservation letter against your firm's standard format.
- Verify policy-limit numbers — if pulled from a faxed declarations page, OCR errors are possible.
Run this workflow in Claude
Two ways: copy the prompt and paste into Claude for a one-off run, or install as a permanent Claude Skill that activates automatically. Step-by-step instructions →
Skill downloads are gated to active subscribers. Already have an account? Sign in — or request access and we'll have you running this in under 1 business day.