AI Prompt for Routine Client Correspondence
Legal | AI prompt

Use this when: You want a draft of a routine status letter for a lawyer to review.

Draft a routine status update for a law firm client.

Use placeholders rather than real names or identifying details.

What's happened: [general description]
What happens next: [next step]
What we need from the client: [items, and by when]

Rules:
- Use plain language and a professional tone.
- Keep it under 150 words.
- Don't give new legal advice or predict an outcome.
- Don't cite any law or case.
- Mark anything the lawyer should check with [CHECK].

Before you use this: A lawyer must review it. Check your law society's guidance on AI, and protect client confidentiality.

Fill in the items in square brackets and adapt this to your business.
Free template from SAZ: https://playbooks.saz.ca/p/legal-ai-prompt