Convert a dense legal analysis into a short, scannable client update that leads with what the client needs to know.
Associates who need to send a status update a client will actually read.
10 minutes
Client Updates
#client_update#status_update#client_communication#plain_language#client_advice
Before You Start
Gather the legal analysis, the case status, and what the client needs to decide or know. Redact privileged information.
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Engineered Prompt
Convert the following dense legal analysis into a short, scannable client update that leads with what the client needs to know. ANALYSIS: [PASTE — REDACT PRIVILEGED INFORMATION] CASE STATUS: [WHERE THE MATTER IS] CLIENT'S OBJECTIVE: [WHAT THE CLIENT CARES ABOUT] DECISIONS NEEDED: [ANY DECISIONS THE CLIENT NEEDS TO MAKE] Produce: 1. SUBJECT LINE: Clear, specific, and action-oriented (not "Update" or "Status") 2. ONE-SENTENCE BOTTOM LINE: The most important thing the client needs to know, in the first sentence 3. WHAT HAPPENED: 2-3 sentences on the key development, in plain language 4. WHAT IT MEANS: 2-3 sentences on why this matters to the client, in business terms 5. DECISION NEEDED: If the client needs to decide something, state it clearly with: - The decision - The options - The deadline - What we recommend (if authorized to recommend) 6. NEXT STEPS: 3-5 bullet points on what happens next, who is doing what, and when 7. WHAT I NEED FROM YOU: Anything the client needs to provide, with a deadline 8. QUESTIONS: Any questions for the client, numbered for easy reply Rules: - Under 300 words total - No legal jargon unless it is a defined term the client needs to know - Lead with the conclusion, not the background - If the news is bad, say it directly — do not bury it Do not assess the case. Do not make commitments the client has not authorized. Flag anything that needs further legal review. You are a communication and structuring tool. You are not legal advice. The lawyer retains responsibility for all judgment, verification, and client communication. ── AI USE AND VERIFICATION NOTE ────────────────────────────────────────────── The American Bar Association's Formal Opinion 512 (https://www.americanbar.org/news/abanews/aba-news-archives/2024/07/aba-issues-first-ethics-guidance-ai-tools/) makes the duty clear: a lawyer must reasonably understand a tool's limits and cannot rely on its output without appropriate independent review. • Check every case and statute in a primary source. If you cannot find it, it may not exist. • Confirm every quote against the original document, word for word. • Re-read the operative clause yourself; do not rely on an AI summary of it. • Guard confidentiality: keep privileged and client data out of tools that are not approved and secure. • Disclose your AI use where a court, client, or rule requires it. These prompts are drafting, structuring, issue-spotting, and decision-support tools — not legal advice. Legal professionals retain responsibility for judgment and review. Do not input confidential, privileged, client-identifying, or sensitive information into unapproved tools. AI should not make final privilege determinations, authorize filings, approve agreements, or make unreviewed client commitments. ──────────────────────────────────────────────────────────────────────────────
AI Use & Verification Note
The American Bar Association's Formal Opinion 512 makes the duty clear: a lawyer must reasonably understand a tool's limits and cannot rely on its output without appropriate independent review.
- •Check every case and statute in a primary source. If you cannot find it, it may not exist.
- •Confirm every quote against the original document, word for word.
- •Re-read the operative clause yourself; do not rely on an AI summary of it.
- •Guard confidentiality: keep privileged and client data out of tools that are not approved and secure.
- •Disclose your AI use where a court, client, or rule requires it.
These prompts are drafting, structuring, issue-spotting, and decision-support tools — not legal advice. Legal professionals retain responsibility for judgment and review. Do not input confidential, privileged, client-identifying, or sensitive information into unapproved tools.
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