Decision Desk · flagship Issue 01

Before You Use AI for Client Intake.

Should a small law firm use AI to summarize prospective-client intake? This page records the prepared RN-led edition and its honest boundary: the teaching system exists, but it has not received final RN approval or completed real delivery-environment testing, so enrollment and booking remain closed.

InstrumentIntake Evaluation Card
Teaching60-minute solo-RN edition
Audience inputNot required
Release stateCandidate · not approved

Evaluate one fictional workflow without inventing evidence.

The prepared edition is for small-firm owners, operations leads, supervising lawyers, legal technologists, and implementation advisers. It does not give legal advice, endorse a product, claim a universal safe configuration, authorize a pilot, or request real client or prospective-client information.

Current evidence disposition

The release candidate teaches with the fully fictional Harborlight case, a deterministic Evaluation Card, and general or model authority that remains expressly noncontrolling. No jurisdiction, real firm, product configuration, empirical benchmark, or live workflow has been validated. The prepared model therefore continues human-led work while identifying the separate evidence and authorization a bounded pilot review would require.

The large teaching package is real.

These artifacts are complete enough for controlled RN review and rehearsal. They are not yet approved public downloads or proof that a live session can be sold and delivered.

01

Polished teaching deck

A 36-slide editable release-candidate deck with slide-specific timing, narration notes, source boundaries, and fictional-case labels.

Prepared
02

Verbatim RN script

A complete word-for-word 60-minute teaching script. RN supplies every example, answer, transition, and conclusion; delivery never depends on audience participation.

Prepared
03

RN move sheet

Slide-by-slide advance, reveal, pause, reset, timing-recovery, failure, and protected-close cues for one controlled solo-RN delivery.

Prepared
04

Synthetic Harborlight case

A complete fictional law-firm intake scenario, supporting artifacts, traps, disconfirming evidence, alternative outcome, model reasoning, and answer key.

Prepared
05

Intake Evaluation Card

A ten-section decision instrument with fail-closed logic, four bounded outcomes, a completed fictional model, and no legal-clearance output.

Prepared
06

Participant files

Editable workbook, blank card, case handout, held model answer, follow-up materials, and accessible HTML, DOCX, and print-PDF candidates.

Prepared
07

Evidence and control records

Claim ledger, official-source dossier, legal-review handoff, rights and text-alternative register, controlled-change log, and blocker register.

Prepared
08

Delivery support

Setup, shutdown, accessibility, failure, follow-up, transcript, caption, and platform-test materials prepared for execution.

Prepared
09

Release controls

Static QA and a versioned approval package. These controls document readiness; they do not substitute for RN review, rehearsal, or real-environment testing.

Prepared

RN teaches the entire class.

Participants may listen or reflect privately, but RN never waits for an answer, calls on anyone, requests a disclosure, or needs audience input to complete the lesson.

0–6

State the bounded question

RN defines the proposed intake-summary use and the limits of the session.

Segment 1
6–14

Separate duties, authority, and uncertainty

RN explains the general professional-responsibility frame without presenting it as jurisdiction-specific legal advice.

Segment 2
14–23

Map the fictional workflow

RN walks through Harborlight’s supplied facts, handoffs, source record, and failure points.

Segment 3
23–31

Inspect evidence and configuration gaps

RN demonstrates why vendor language, assumptions, and tested facts must remain separate.

Segment 4
31–43

Complete the fictional Evaluation Card

RN works the card aloud, supplies every answer, and shows why blockers cannot be overridden.

Segment 5
43–53

Compare the model and alternative outcome

RN reveals the prepared reasoning, misconceptions, disconfirming fact, safeguards, and stop conditions.

Segment 6
53–60

Record the bounded disposition

RN states Outcome C, the next evidence required, the owner, the review trigger, and the protected close.

Segment 7

The instrument cannot output “legal clearance.”

  • Reject the proposed use.
  • Redesign the workflow and retest.
  • Continue human-led work.
  • Seek separate authorization for a bounded pilot review.

The prepared Harborlight model produces “continue human-led work.” Text presence never equals evidence, uncertainty defaults to restraint, and no blocker can silently disappear.

Prepared for RN review. Not available to book.

The content and production package are substantial and specific: deck, complete narration, every teaching move, case, instrument, participant files, evidence controls, captions, and delivery plans. What remains cannot honestly be replaced by an agent checking a box—it requires RN judgment, authorized reviewers, and execution in the actual delivery environment.

No live seat, reservation, checkout, Clinic, or participant download is available from this page.