Turn a rambling client intake call into a structured summary a lawyer can triage in two minutes

Structure the intake notes below into a client-matter summary a lawyer can triage quickly — organize what was said, do not add legal characterization to it.

RAW INTAKE NOTES OR CALL TRANSCRIPT
Client called about a landlord who kept the security deposit and won't respond to calls; mentioned a roommate also affected; wants deposit back before moving to new apartment next month.

INTAKE PURPOSE
First intake call for a prospective new client, deciding whether the firm should take the matter.

PRACTICE AREA THIS LIKELY FALLS UNDER
Residential landlord-tenant, security deposit dispute.

ANY STATED DEADLINE OR TIME-SENSITIVE EVENT
Client is moving in 3 weeks and wants this resolved before then; unsure if there's a legal filing deadline.

WHAT TO EXTRACT
Parties involved and their relationship to each other and to the client, stated plainly as given. The client's stated goal — what outcome they said they want, in their own words as closely as possible, since what a client asks for and what they legally need are sometimes different things a lawyer needs to notice on their own, not have pre-interpreted for them. A timeline of events as the client described them (not a formal chronology, just organized in the order the client experienced them). Any documents the client mentioned having or needing to find. Any deadline or urgency the client mentioned, flagged prominently. Any conflict-of-interest flags — names of other parties, companies, or individuals mentioned that the firm might need to check against existing clients or matters, listed plainly for a conflicts check, not assessed by you.

WHAT NOT TO DO
Do not characterize the strength of the client's position, suggest what legal claims might apply, or speculate about likely outcomes — this is an intake organization exercise, and a lawyer forming that judgment needs to do so directly from the facts, not from your pre-filtered read of them. Do not fill in gaps in the notes with plausible assumptions about what the client "probably meant" — if something is unclear or contradictory in the notes, flag it as a clarifying question to ask the client, rather than resolving the ambiguity yourself.

OUTPUT FORMAT
1. Parties and relationships.
2. Client's stated goal, in their own words where possible.
3. Timeline as experienced by the client.
4. Documents mentioned (have / need to find).
5. Urgency flags.
6. Names to run through conflicts check.
7. Open clarifying questions for the client.
8. A closing line noting this is an intake organization draft only, not a legal assessment of the matter, and that a qualified lawyer must review it and speak with the client directly before any advice is given or representation decisions are made.