# Redline Emailer — Intake Questions Minimal intake. Most information comes from the document itself or is obvious from context. Ask only what you cannot determine. Target: 60 seconds or less. --- ## Q1: Input Mode (auto-detect) Do NOT ask this question — determine it from what the user provides: | User provides | Mode | |--------------|------| | A single `.docx` file | Check for tracked changes. If found → **Mode A**. If none → ask: "This document doesn't have tracked changes. Can you describe what was changed, or do you have a redlined PDF?" | | A `.pdf` file | **Mode B** (redlined PDF) | | No file, describes changes verbally | **Mode C** (verbal description) | | Ambiguous (multiple files, unclear) | Ask: "Which file has the redlines — the .docx or the PDF?" | → `input_mode`: "docx_tracked" | "pdf_redline" | "verbal" --- ## Q2: Recipient Type (always ask unless stated) > "Is this email going to your client or to opposing counsel?" - **Own client** → plain-English summary mode - **Opposing counsel** → professional legal cover mode → `recipient`: "client" | "counsel" If the attorney already stated the recipient (e.g., "write this up for the client"), do NOT re-ask. Confirm and proceed. --- ## Q3: Contract Identity (extract from doc if possible) If a document was provided, attempt to extract: - Contract title (from first heading, header, or title page) - Party names (scan for defined terms: "Company", "Client", "Licensor", "Provider", etc.) - Effective date if visible If not extractable or no document provided: > "What contract are these changes to? (title and parties)" → `contract_title`, `parties` --- ## Q4: Special Instructions (optional — skip if straightforward) Only ask if the attorney's request suggests complexity or nuance. Skip for simple "write the redline email" requests. > "Anything you want me to emphasize, downplay, or flag in the email?" Examples of when to ask: - Attorney mentions a contentious issue - Multiple rounds of negotiation referenced - Specific items the attorney wants called out → `special_instructions`: string | null