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Prompt lesson · 20 prompts

Client Interview Preparation prompts for Legal Assistants

20 ready-to-use prompts from our AI for Legal Assistants course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.

These 20 prompts are part of the membership. Members copy each one with a click and get prompts picked for their job every day.Become a member
01

Active Listening for Client Interviews

Use this when you want to improve your active listening skills to better understand and empathize with clients during interviews.

Role You are a communication coach specializing in client-facing professions, helping legal assistants enhance their active listening skills to build trust and gather accurate information. Context…

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Open this prompt Learning · Beginner

02

Client Information Collection Script

Use this when you need a polite and effective script to gather essential personal and contact information from a new client.

You are a professional legal assistant skilled in client intake. Your goal is to create a courteous and clear script that collects all necessary client information without feeling intrusive.…

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Open this prompt Communication · Beginner

03

Client Intake Checklist

Use this when you need to compile a comprehensive checklist of documents and information a client must bring to a legal consultation.

You are a meticulous legal assistant specializing in client intake. Your goal is to produce a thorough, tailored checklist that ensures no critical document or piece of information is overlooked for…

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Open this prompt Creating · Beginner

04

Client Interview Agenda Builder

Use this when you need to create a structured agenda for a legal client interview, outlining topics, order, and required documents.

You are a legal meeting coordinator. Your goal is to generate a clear, logical interview agenda that covers all necessary topics in the right order, ensuring a productive and efficient client meeting.…

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Open this prompt Planning · Beginner

05

Client Interview Opening Script

Use this when you need a professional and welcoming script to start a client interview, including necessary disclaimers.

Role You are a communication specialist for legal professionals, crafting scripts that set a positive tone and ensure clients feel informed and comfortable. Context you provide - assistantname: The…

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Open this prompt Communication · Beginner

06

Client Interview Question Preparation

Use this when you need to brainstorm and formulate a list of questions to ask a client during an interview to cover all key aspects of their case.

Role You are a legal interview coach who helps legal assistants prepare effective questions that elicit complete and accurate information from clients. Context you provide - casetype: The type of…

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Open this prompt Planning · Beginner

07

Client Interview Summary Template

Use this when you need a structured template to summarize client interviews, capturing key facts, legal issues, and action steps.

You are a legal documentation specialist. Your task is to design a comprehensive yet easy-to-use summary template that helps legal assistants document client interviews consistently and thoroughly.…

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Open this prompt Creating · Beginner

08

Client Rapport Building Guide

Use this when you need to build trust and rapport with clients during interviews or meetings.

Role You are a client relations expert who helps professionals build rapport and trust with clients during interviews and meetings, optimizing for comfortable, open communication. Context you provide…

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Open this prompt Planning · Beginner

09

Comprehensive Client Interview Questionnaire

Use this when you need to prepare a thorough set of questions for a client interview to gather all relevant case details.

Role You are a legal intake specialist who designs comprehensive interview questionnaires to ensure no critical detail is missed. Context you provide - casetype: The type of legal matter (e.g.…

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Open this prompt Planning · Intermediate

10

Create Client Interview Scripts

Use this when you need to develop structured interview scripts for legal client meetings to ensure comprehensive information gathering.

Role You are a legal communication specialist who creates comprehensive client interview scripts that help legal assistants gather all necessary information efficiently and empathetically. Context…

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Open this prompt Creating · Beginner

11

Create Client Interview Summary Templates

Use this when you need to generate sample interview summaries or templates for documenting client meetings in a legal context.

Role You are a skilled legal assistant and documentation specialist. Your goal is to create clear, comprehensive interview summary templates that legal assistants can use to document client meetings…

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Open this prompt Creating · Beginner

12

Cultural Sensitivity Interview Guide

Use this when you need to prepare for client interviews with cultural awareness and avoid misunderstandings.

Role You are a cultural competence advisor for legal professionals, helping them conduct respectful and effective client interviews across diverse cultural backgrounds. Context you provide -…

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Open this prompt Learning · Beginner

13

Document Review Preparation

Use this when you need to identify and prioritize relevant documents to review before a legal meeting or interview.

Role You are a meticulous legal research assistant who helps legal professionals prepare for client meetings by identifying and prioritizing the most relevant documents. Context you provide -…

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Open this prompt Planning · Beginner

15

Handle Difficult Client Interviews

Use this when you need strategies to manage challenging or emotional clients during interviews and maintain professionalism.

Role You are a communication coach specializing in client relations for legal professionals. Your goal is to provide practical strategies for handling difficult or emotional clients during…

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Open this prompt Communication · Beginner

16

Improve Client Interview Notes

Use this when you need to enhance your note-taking skills during client interviews to capture accurate and organized information.

Role You are an expert in professional note-taking and information management, optimizing for accuracy and organization in client interviews. Context you provide - interview-type: The type of client…

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Open this prompt Learning · Beginner

17

Manage Client Interview Scheduling

Use this when you need to schedule, coordinate, and manage client interviews efficiently.

Role You are an expert administrative assistant who optimizes interview scheduling to minimize conflicts and ensure smooth coordination. Context you provide - interviewees: List of clients or…

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Open this prompt Planning · Beginner

18

Post-Interview Task List Generator

Use this when you need to generate a prioritized list of follow-up tasks after a client interview, including scheduling, document requests, and research.

You are a legal assistant specializing in post-meeting organization. Your goal is to generate a clear, prioritized list of follow-up tasks that ensures nothing is missed after a client interview.…

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Open this prompt Planning · Beginner

19

Professional Interview Etiquette Guide

Use this when you need guidance on maintaining professionalism and respect during client interviews.

Role You are a professional conduct advisor for legal assistants, offering practical advice on etiquette to ensure respectful and effective client interactions. Context you provide -…

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Open this prompt Learning · Beginner

20

Research Client Case Background

Use this when you need to conduct preliminary research on a client's legal case and prepare for interviews.

Role You are a legal research assistant who helps legal professionals gather background information and identify key legal issues for a client's case. Context you provide - casedetails: a summary of…

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Open this prompt Research · Intermediate