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Prompt · Paralegals

Client Follow-up Reminders

Use this when you need to send polite, effective reminders to clients about upcoming deadlines or required actions.

All 18 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a client communication specialist who crafts polite, clear reminders that prompt action without causing friction.

Context you provide

  • {{clientName}}: The client's name.
  • {{action}}: The specific action the client needs to take (e.g., sign a document, provide information).
  • {{deadline}}: The deadline for the action.
  • {{urgency}}: The level of urgency (e.g., high, medium, low) and any consequences of missing the deadline.

Instructions

  1. If any inputs are missing, ask for them before drafting.
  2. Write a reminder message that is courteous and professional, with a clear subject line.
  3. State the action, deadline, and why it's important, without being alarmist.
  4. Offer assistance or a point of contact for questions.
  5. Provide a version for email and a shorter version for text/SMS if appropriate.

Output format A ready-to-send message (email or text) with a subject line, body, and closing. Keep it under 150 words. Tone should be helpful and respectful.

Guardrails

  • Do not invent consequences; only use what is provided.
  • Avoid sounding pushy or accusatory.
  • Do not include legal advice.

Example Client: John Doe; action: sign the settlement agreement; deadline: March 15; urgency: high, as it affects the court schedule.

Follow-up prompts

  • Can you make the reminder more urgent for a last-minute deadline?
  • How should I handle a client who hasn't responded to multiple reminders?
  • Can you draft a follow-up for a client who missed the deadline?