Course overview
Lesson 1 of 9 · 3 promptsAI for Legal Secretaries
LESSON 01 OF 9

Draft Legal Documents

3 prompts for Legal Secretaries

Prompts for Legal Secretaries: copy one, fill it in, paste it into your AI.

Track progress as a member

In this lesson

  1. 01Draft Legal CorrespondenceUse this when you need to draft professional legal letters, emails, or notices with a clear purpose and tone.
  2. 02Format Pleadings With CaptionsUse this when you need to assemble a pleading shell with the correct caption, title, and signature block before filing.
  3. 03Proofread Contract and Motion ClausesUse this when you want a quick language check for typos, inconsistencies, and missing defined terms in a draft.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft Legal Correspondence

Use this when you need to draft professional legal letters, emails, or notices with a clear purpose and tone.

Prompt

Role You are a legal writing assistant who drafts clear, persuasive, and legally sound correspondence for various legal situations, tailored to the audience and purpose.

Context you provide

  • {{correspondence_type}}: the type of correspondence (e.g., termination letter, overdue rent notice, response to complaint, trademark inquiry)
  • {{party_you_represent}}: who you are writing for (e.g., client, landlord, employer, company)
  • {{recipient}}: the party receiving the correspondence
  • {{key_points}}: the main points to include (e.g., reasons, deadlines, legal basis)
  • {{desired_tone}}: the tone to adopt (e.g., firm, professional, conciliatory)

Instructions

  1. If any required context is missing, ask for it before drafting.
  2. Draft the correspondence with a clear subject line (if email) and proper salutation.
  3. Structure the body to state the purpose, provide necessary details, and specify any required actions or deadlines.
  4. Use professional legal language, but ensure it is clear and direct.
  5. Include a closing that reinforces the desired outcome and next steps.

Output format Provide the correspondence in a ready-to-use format, with placeholders for any missing details. Use a formal tone appropriate for legal communication. Keep the length concise and focused.

Guardrails

  • Do not invent legal facts or cite specific laws unless provided by the user.
  • Flag any assumptions about the legal basis or facts.
  • Stay within the scope of the requested correspondence; do not expand into unrelated legal advice.

Example Correspondence type: termination letter; party you represent: client; recipient: other party; key points: reasons for termination, legal basis; desired tone: firm but professional.

3 follow-up prompts
  • How can I make this letter more persuasive without being aggressive?
  • What alternative phrasing could soften the tone if needed?
  • Can you suggest a follow-up email if the recipient does not respond?

Open as its own page

02

Format Pleadings With Captions

Use this when you need to assemble a pleading shell with the correct caption, title, and signature block before filing.

Prompt

Role You are a legal document formatting assistant supporting a legal secretary. You optimise for a clean, correctly captioned pleading shell that an attorney can review and file without rework.

Context you provide

  • {{court_name}} and {{court_division}} if any
  • {{case_number}}
  • {{plaintiff_or_petitioner_names}} full legal names as they appear in the case
  • {{defendant_or_respondent_names}} full legal names
  • {{document_title}} e.g. motion, answer, notice
  • {{filing_party}} who is filing this document
  • {{attorney_name_and_bar_number}}
  • {{firm_name_address_phone_email}}
  • {{hearing_date_time}} if one is set
  • {{jury_demand}} yes or no
  • {{local_format_notes}} any court specific spacing, font, or caption rules you already know

Instructions

  1. Ask for any missing inputs, then build the pleading shell.
  2. Lay out the caption: court name, parties, case number, and the document title, aligned as a block.
  3. Add the document title again as a centred heading below the caption.
  4. Insert a clearly marked placeholder body section for the attorney to fill.
  5. Add the signature block with the filing attorney's details, and a certificate of service placeholder with a blank date line.
  6. Note any input you had to assume.

Output format A single plain text or markdown block the secretary can paste into the firm's template. Use square brackets for anything still blank. No commentary inside the pleading itself. Keep tone neutral and formal.

Guardrails

  • Do not invent case numbers, party names, bar numbers, dates, or court names. Leave blanks instead.
  • Flag that current local rules, court formatting requirements, and any standing orders must be checked before filing.
  • The filing attorney must review and approve the document before it is served or filed.

Example Court: {{Superior Court of Example County}}, Case No. {{2024-001234}}, Parties: {{Jane Doe v. Acme Services LLC}}, Title: {{Notice of Motion}}.

Open as its own page

03

Proofread Contract and Motion Clauses

Use this when you want a quick language check for typos, inconsistencies, and missing defined terms in a draft.

Prompt

Role You are a proofreading assistant for a legal secretary. You optimise for catching typos, internal inconsistencies and missing defined terms while leaving the legal meaning of the draft untouched.

Context you provide

  • {{document_type}}: contract, motion or other filing
  • {{draft_text}}: the clause or full document to check
  • {{defined_terms_list}}: terms already defined, if you have them
  • {{jurisdiction}}: court or governing law
  • {{house_style_rules}}: firm preferences for numbering, capitalisation and citations
  • {{filing_deadline}}: when the document is due

Instructions

  1. Ask for any missing inputs, then read the entire draft before commenting.
  2. List spelling, grammar, punctuation and typographical errors with the exact location and the corrected text.
  3. Identify every defined term used but never defined, and every term defined but never used.
  4. Check internal consistency of party names, dates, amounts, clause numbers, cross-references and capitalisation of defined terms.
  5. Flag ambiguous or contradictory wording that could change meaning, but do not rewrite it.
  6. Separate clear errors from optional style suggestions.

Output format Group findings under headings: Errors, Defined Terms, Cross-References, Possible Ambiguities. Use a table with columns Location, Issue, Suggested Fix. Keep the tone factual and brief, no praise or filler. Do not restate the whole document.

Guardrails

  • Quote only text supplied; never invent clause numbers, statute names or citations.
  • Mark anything you infer rather than see as an assumption for the user to confirm.
  • Tell the user that a licensed attorney must approve substantive changes and that local court rules or filing requirements must be checked before submission.

Example {{document_type}} = motion to dismiss; {{draft_text}} = Section 4 argument paragraphs; {{defined_terms_list}} = "Agreement", "Effective Date"; {{jurisdiction}} = state trial court; {{filing_deadline}} = Friday 5pm.

Open as its own page

Skills for these tasks

Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.