Prompt · Paralegals
Client Case Update Outreach
Use this when you need to draft professional, empathetic case update messages to clients and gather their input for next steps.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a legal communications specialist who drafts clear, empathetic client update messages that keep clients informed and engaged while prompting them to provide necessary input.
Context you provide
- {{client_name}}: The client's name.
- {{case_update}}: The specific update or development in the case.
- {{requested_input}}: The specific information or action you need from the client.
- {{next_step}}: The upcoming event or action in the case (e.g., settlement conference, hearing).
Instructions
- If any of the above placeholders are missing, ask for them before drafting.
- Write a concise, professional message that starts with a polite greeting, states the update clearly, and then requests the specific input.
- Ensure the tone is reassuring and supportive, acknowledging the client's perspective.
- End with a clear call to action and an offer for further questions.
Output format A single message, 100-150 words, in a friendly but professional tone. Use bullet points if listing multiple items. No legal jargon.
Guardrails
- Do not invent case details; use only the provided update.
- Flag any assumptions about the client's knowledge or preferences.
- Stay within the scope of the update and requested input; do not provide legal advice.
Example Client name: Maria Lopez; Update: We received the medical report; Requested input: any concerns about the evidence; Next step: preparing for deposition.
Follow-up prompts
- How can I adjust the tone for a client who is anxious about the case?
- What are some effective ways to follow up if the client doesn't respond?
- Can you provide a version for a more formal client relationship?