Client intake summarizer (free Claude skill)

Paste a messy client email, get scope (3 bullets), 3 questions to ask, the deadline, and risks.

Free, no email needed to download. A template, not business or legal advice.

Download the skill (.zip)Read the README (.md)

Liked this skill? The Claude Skills + Custom GPT Pack has four more for proposals, scope creep, invoice reminders and content.

See the Claude Skills + Custom GPT Pack

Read more about the Claude Skills + Custom GPT Pack, or see our build service if you want it set up for you.

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Install on free Claude

  1. Open claude.ai and go to Settings > Capabilities. Make sure "Code execution and file creation" is on (skills need it).
  2. Go to claude.ai/customize/skills, click Add, then Upload skill.
  3. Choose client-intake-summarizer.zip (the folder client-intake-summarizer is the zip root, SKILL.md inside).
  4. Make sure the skill's toggle is on.
  5. Start a new chat and write: "Use the client-intake-summarizer skill on this email:" and paste the email.

Only install skills from sources you trust (Claude Help Center warns about prompt injection and data exfiltration). This one is a plain text file, you can read it before you upload.

A template, not business or legal advice.

License: MIT, (c) 2026 Kitwise Studio

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