Example output · Attorney AI
What the Client Intake Memo Generator actually produces
Takes client details, matter type, key facts, and legal issues, then drafts a structured intake memo, preliminary case assessment (strengths and weaknesses), and a prioritized next-steps checklist.
- Matter Type:
- Employment Discrimination
- Client Details:
- Maya Chen, 34, Senior Software Engineer at Vertex Analytics Inc., San Jose, CA. Employed 6 years. Contact: m.chen@email.com, (408) 555-0192.
- Legal Issues:
- Wrongful termination based on pregnancy discrimination; potential FMLA retaliation; failure to accommodate.
- Relevant Facts:
- Client informed supervisor of pregnancy in March 2024. Received first negative performance review two weeks later despite prior "exceeds expectations" ratings. Terminated in May 2024, officially for "restructuring." No other team members were laid off. HR denied FMLA paperwork twice.
TO: Maya Chen FROM: [Your Law Firm] DATE: May 27, 2026 RE: Employment Discrimination Matter — Vertex Analytics Inc. ==== ISSUES PRESENTED ==== Whether Vertex Analytics Inc. unlawfully terminated your employment in retaliation for pregnancy disclosure and/or failed to accommodate pregnancy-related leave, in violation of applicable federal and state employment discrimination statutes. ==== FACTS ==== You are employed as a Senior Software Engineer at Vertex Analytics Inc. in San Jose, CA, with six years of tenure. In March 2024, you disclosed your pregnancy to your supervisor. Approximately two weeks later, in April 2024, you received your first negative performance review, a material departure from prior "exceeds expectations" ratings. In May 2024, you were terminated. The company cited "restructuring" as the official reason. No other team members were terminated in this restructuring. Additionally, HR denied your FMLA paperwork requests twice. ==== LEGAL ANALYSIS ==== Three potential claims merit examination: 1. PREGNANCY DISCRIMINATION Federal law [STATUTE — verify for jurisdiction] prohibits adverse employment actions based on pregnancy. Courts recognize that a sharp reversal in performance ratings following pregnancy disclosure, coupled with termination of only the pregnant employee during a claimed restructuring, may support an inference of discriminatory motive. However, the employer may assert a legitimate business reason (restructuring), and you would bear the burden of showing that reason was pretextual. 2. FMLA RETALIATION If you are eligible for FMLA protection [STATUTE — verify eligibility requirements], retaliation for requesting or asserting FMLA rights is prohibited. The company's twice-denied FMLA paperwork may constitute retaliation; however, a causal link between the request denial and termination must be established. 3. FAILURE TO ACCOMMODATE Depending on the specific accommodations you requested or needed, California law and federal law may require reasonable accommodations for pregnancy-related conditions [STATUTE — verify applicable standards]. The company's denial of FMLA paperwork and failure to engage in an interactive process (if any such process was requested) could constitute a failure-to-accommodate claim. ==== CASE ASSESSMENT ==== STRENGTHS: - Temporal proximity: Performance review decline occurred within two weeks of pregnancy disclosure, a strong temporal indicator. - Selectivity: You were the only employee affected by the claimed restructuring, which undermines the business justification. - Pattern: The combination of review reversal, termination, and twice-denied FMLA requests suggests a unified discriminatory course of conduct. WEAKNESSES: - Restructuring defense: The company can argue the restructuring was genuine and your position was eliminated based on business need, not pregnancy status. - Document review: We must examine the company's restructuring documentation, other employees' performance data, and organizational charts to assess whether the restructuring claim is pretextual. - FMLA denial specifics: The reasons for FMLA denial must be reviewed; if based on incomplete paperwork rather than discriminatory intent, the retaliation theory weakens. LITIGATION RISKS: - Outcome probability: [Numeric prediction — do NOT invent]. Liability depends heavily on discovery and the company's documentary evidence. - Settlement leverage: Employment discrimination cases often settle, but this matter's strength is fact-dependent and requires document review. - Procedural timeline: [Verify applicable statute of limitations for your jurisdiction and any pre-suit notice requirements]. - Defense costs and company resources: Vertex Analytics may be well-resourced and willing to litigate.
STRENGTHS: Temporal proximity of performance review decline to pregnancy disclosure is compelling. Selectivity (only employee terminated in restructuring) is a significant red flag. Combined pattern of review reversal, termination, and twice-denied FMLA requests is coherent and supports inference of discriminatory animus. WEAKNESSES: Company will argue business justification via restructuring. If company documentation shows legitimate, non-discriminatory reasons for the position elimination, burden shifts back to you to show pretext. FMLA denials may be explained by procedural deficiency rather than retaliation. Document review is critical; absence of smoking-gun emails or discriminatory comments will weaken the case. RISKS: This is a fact-intensive case with outcome heavily dependent on company's documentary evidence and discovery. Settlement value and litigation risk cannot be reliably estimated without full document review. Litigation costs and timeline are substantial. Company's size and resources suggest potential for prolonged defense and appellate risk.
1. Issue document preservation notice immediately (within 7 days). 2. Gather all client-held documents: employment agreement, reviews, pregnancy disclosure notes, FMLA requests, denial letters, communications with HR and supervisor. 3. Preliminary legal review of company documents to assess restructuring credibility (within 21 days). 4. Determine applicable jurisdiction, verify statute of limitations, and pre-suit notice requirements [STATUTE — verify for jurisdiction]. 5. Advise client on administrative filing requirement (EEOC, state labor board, or equivalent [VERIFY]) and timeline. 6. Develop discovery and settlement strategy pending initial assessment. [Time allocation and cost estimate — verify with firm billing practices and matter scope.]
Replace the client name, employer, jurisdiction, and fact timeline with your actual intake notes. Verify every statute, deadline, and agency reference before sending anything to the client or filing.
Human review: All statutory citations, filing deadlines, jurisdictional requirements, and legal conclusions must be independently verified by a licensed attorney before relying on this output in any client communication or court filing.
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