ChatGPT & Claude Prompts for Law Firms

Draft a client intake questionnaire for a new [matter type] matter. Group the questions into sections (parties, background, key dates, documents to collect, desired outcome, budget expectations). Keep questions in plain English a non-lawyer can answer. Flag any questions where the answer would change which area of law applies.

List the pieces of information I should collect from a prospective client named [client name] before I can run a conflict check for a [matter type] matter. Include related parties, corporate entities, and adverse parties I should ask about. Output as a checklist.

Draft a plain-English engagement letter outline for a [matter type] matter. Include scope of work, what is excluded, fee basis, how we communicate, and what we need from the client. Leave clearly marked placeholders for fee figures and dates. This is a first draft for a lawyer to review, not a final letter.

I have a first meeting with [client name] about a [matter type] issue. Draft an agenda that covers understanding their goals, the key facts I need, likely next steps, and how fees and timelines work. Keep it to one page.

Draft a first-cut letter to the other party in a [matter type] matter. The key facts are: [key facts]. The outcome I am seeking is: [desired outcome]. Keep the tone firm but professional. Mark any place where I need to insert a specific date, figure, or legal citation. I will review and finalise this myself.

Rewrite the following clause in plainer language while keeping its legal effect the same. Then list, as bullet points, anything that is now ambiguous and would need a lawyer to confirm: [paste clause].

Draft a calm, non-escalating email responding to the message below. Do not concede any legal position. Keep it short, keep options open, and suggest a phone call. Message to respond to: [paste message].

Turn my rough notes below into a structured file note with headings (attendees, purpose, discussion, decisions, action items with owners). Do not add facts I did not write. Rough notes: [paste notes].

Summarise the document below for a busy lawyer. Give me: a three-sentence overview, the key obligations of each party, the important dates and deadlines, and the three things most likely to cause a dispute. Document: [paste document].

Compare version A and version B of the text below and list every substantive change (not formatting). For each change, note in one line why it might matter. Version A: [paste]. Version B: [paste].

I am reviewing a [matter type] document. Based on the text below, list the issues and questions I should check before advising my client. Frame them as questions, not conclusions, so I do my own analysis. Text: [paste document].

Build a dated chronology of events from the material below. One row per event: date, what happened, source. Flag any events where the date is unclear. Material: [paste].

Write a short, reassuring update to [client name] explaining the current status of their [matter type] matter in plain English. Key developments: [key facts]. Next step and who does it: [next step]. Avoid legal jargon; keep it to a few short paragraphs.

Draft a message to [client name] explaining that their matter is delayed because of [reason], what it means for the timeline, and what happens next. Be honest and calm, not defensive. Do not promise a date I have not given you.

A client asked: [paste question]. Draft a clear, plain-English answer at a general level, and add a sentence noting that specific advice depends on their circumstances and I will confirm. Do not state anything as definitive legal advice.

Draft a friendly but clear reminder to [client name] that we need [what you need] from them by [deadline] to keep their matter on track. Explain briefly what happens if we miss it.

Create a step-by-step procedure checklist for handling a standard [matter type] matter from intake to closure. Include the documents to collect, the checkpoints where a partner should review, and the standard client touchpoints along the way.

Draft a 600-word plain-English article for our firm's website explaining [legal topic] to small-business owners. Educational tone, no specific advice, and a closing line inviting readers to get tailored advice. I will review it for accuracy before publishing.

Write eight frequently-asked questions and short plain-English answers about [legal topic] for prospective clients. Keep answers general and add a note that individual circumstances vary.

From the meeting notes below, produce a clean action list: task, owner, due date, and matter reference. Separate items that need a lawyer's sign-off from routine admin. Notes: [paste notes].