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Moderate risk
Signed pack $29
GDPR

Client Intake Agent

Complete intake records ready for review, with no inquiry lost.

A ready-to-build governance package for Legal & Professional Services. Your runtime enforces it; Agent Bob does not run the agent.

Build this packageHave it set up for you

Purpose

You want new client inquiries captured completely and routed to the right attorney. This agent collects intake details into your intake form and queues them for review. It cannot see existing client records, and a coordinator reviews every submission before routing.

It will

  • Form submission write only — no access to existing client records

It won't

  • Collect financial account numbers or SSNs, commit to representation, provide legal guidance

It asks a person first

  • Intake coordinator reviews all submissions before routing to attorney

Tools

  • Email drafting
  • CRM updates
  • Email drafting: Write email drafts for review.
  • CRM updates: Update records in your CRM.

✋ You approve once at the start of each run

Budget defaults

Per task
$0.20
Per month
$20
Actions a day
50

The runtime pauses the agent at a limit. You can change every number in the builder.

Memory and autonomy

Session only. Nothing is kept once the session ends.

Acts within limits: low-risk steps on its own, everything gated still stops for a person.

What you get

The 8-file governed package your runtime loads and enforces. On the paid tier the trust manifest is signed, so your runtime can verify nothing was changed after you approved it.

  • HANDOFF.md What your runtime has to enforce, file by file
  • agent-blueprint.json The agent's purpose, tools and settings
  • policy.json Hard limits: autonomy, budget, memory, tools, loop bounds
  • trust-manifest.json The integrity manifest your runtime can verify
  • routing.rules.json Which tools need approval before use
  • run-report-template.json What every run reports back
  • approval-gates.md The moments that must pause for a person
  • deployment-checklist.md What to check before it goes live

This is a governance specification, not a running agent. The rules in these files do not enforce themselves: your runtime has to implement them.

Start from this package

Bob pre-fills the builder with it and drafts the rest. You confirm every step.

Build this packageHave it set up for you