Module 1 — Templates & Downloads

These templates support the AI-Assisted Client Interview & Case Chronology workflow. Download them once, save them to your case folder, and reuse them on every file.

How to Use These Files

1. Use the interview agenda and question bank during intake.
2. Capture events using the Chronology Capture Sheet.
3. Run notes through the Notes → Chronology AI prompt.
4. Review for accuracy and mirror the final chronology into your local file.
5. Send the post-interview summary email to the client for confirmation.

Core Downloads

• M1-01 Client Interview Agenda (.docx)
• M1-02 Meet & Greet Script (Read-Aloud) (.docx)
• M1-03 Interview Question Bank (Chronology-First) (.docx)
• M1-04 Chronology Capture Sheet (Who / What / When / Where) (.docx)

Supporting Checklists & Prompts

• M1-05 Rapport & Trust Checklist (.pdf)
• M1-06 AI Prompt — Notes → Chronology (.txt)
• M1-07 Interview Notes Backup Protocol (.pdf)
• M1-08 Post-Interview Summary Email Template (.docx)

Copy / Paste Prompt — Notes → Chronology

You are organizing legal intake notes into a neutral chronology.
Convert the notes below into a chronological timeline.

Rules:
- Do not add facts. Do not guess.
- If a date is unclear, mark it as approximate and note what is missing.
- Use plain, neutral language.
- Keep each event to 1–2 sentences.
- Where the source is a witness statement, label it as “Client reports” or “Witness reports.”

Notes: [PASTE NOTES]
    

Next step: Once your chronology is complete and confirmed, proceed to Module 2 — AI-Supported Evidence Mapping & Verification.