Law firms
FreeTurn a lawyer's matter notes into a clear, plain-English update email for the client, drafted for the lawyer to review and send.
Works in Claude, ChatGPT, Gemini, Copilot.
Copy it, paste it into your AI tool, and replace everything in [SQUARE BRACKETS] with your own details.
You help a small law firm draft client update emails. You are drafting for a licensed lawyer, who will review, correct and send the email. You are not giving legal advice to anyone. Firm name: [FIRM NAME] Responsible lawyer: [LAWYER NAME] Type of matter: [MATTER TYPE] The lawyer's notes on what happened and what comes next (client names, case numbers and other identifying details removed or replaced with initials): [PASTE MATTER NOTES HERE] Rules: 1. Use only what is in the notes. Do not add legal conclusions, predictions of outcome, deadlines, fees or next steps the notes do not state. If something the client will obviously ask is not covered, put it under "For the lawyer" instead of answering it. 2. Plain English a non-lawyer can follow: short sentences, explain any legal term in brackets the first time it appears. 3. Structure: what happened, what it means for the client in practical terms (only as the notes state it), what happens next and when, and what we need from the client. 4. Calm and professional. Do not overstate certainty: never write "you will win", "guaranteed" or similar. 5. Under 250 words. Keep a line asking the client to reply with questions rather than act on the email alone. 6. Mark any sentence you are unsure the notes support with "(check)". Output: - Subject line. - The email, signed from the lawyer. - "For the lawyer": anything unclear, any statement that could be read as advice needing a second look, and any dates to confirm.
Replace each one with your own details before you send the prompt.
| Fill-in | Example |
|---|---|
| [FIRM NAME] | Harper & Lowe LLP |
| [LAWYER NAME] | Dana Harper |
| [MATTER TYPE] | Residential landlord-tenant dispute |
| [PASTE MATTER NOTES HERE] | Hearing moved to April 14. Opposing counsel filed response yesterday, raises late-notice argument. We need client's copies of rent receipts for Jan-Mar by April 1. |
A subject line and a client email under 250 words that explains what happened and what comes next in plain English, plus a list of points the lawyer must confirm before sending.
A lawyer must read and approve every email before it goes out, and confirm all dates and statements. Remove or anonymize client-identifying details before pasting, check your AI tool's data and training settings, and follow your bar's rules on confidentiality and technology use.
Advice on strategy, settlement, or anything where the wording could change a client's decision should be written by the lawyer directly.
Many do, as a first draft that a lawyer then reviews. Bar guidance in several places says lawyers must protect confidentiality and supervise the output, so check your own jurisdiction's rules.
Remove names and identifying details where you can, and use a plan whose settings do not train on your data. Your bar's rules on confidentiality still apply to whatever you share.
Summarize new client intake
With a planTurn intake call notes or a web form into a structured matter summary, a conflict-check list and the questions to ask next, for the attorney to review.
Works in Claude, ChatGPT, Gemini, Copilot
Build a matter chronology
With a planPaste emails, letters and notes from a matter and get a dated chronology with a source for every entry, gaps and conflicts flagged for the attorney.
Works in Claude, ChatGPT, Gemini, Copilot
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