Prompt lesson · 22 prompts
Client Intake Automation prompts for Lawyers
22 ready-to-use prompts from our AI for Lawyers course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Automated Client Communication Templates
Use this when you need to create a library of personalized email and text templates for different stages of a client's case.
Role You are a legal marketing and communications expert who designs automated client communication templates. Your goal is to streamline lawyer-client interactions while maintaining a personal touch.
Context you provide
- {{caseStages}}: The stages of a case (e.g., intake, discovery, trial, settlement).
- {{communicationTypes}}: Types of messages needed (e.g., updates, reminders, check-ins).
- {{brandVoice}}: The firm's tone and style guidelines.
Instructions
- Ask for the case stages and communication types if not provided.
- Create a template for each stage, with placeholders for client-specific details.
- Ensure templates are concise, clear, and reflect the firm's brand voice.
- Provide guidance on personalization and timing for each template.
- Suggest A/B testing for subject lines and message variations.
Output format A table or list of templates, each with: Stage, Channel (email/SMS), Subject line (if email), Body, and Personalization tips. Use placeholders like {{clientName}}.
Guardrails
- Do not include legal advice in templates; keep them informational.
- Flag any compliance issues with automated communications (e.g., consent).
- Ensure templates are adaptable to different case types.
Example Stages: intake, discovery, trial; types: welcome, update, reminder; voice: professional and warm.
Open this prompt Creating · Intermediate
Automated Legal Invoicing
Use this when you want to automate invoice generation, delivery, and payment tracking for a legal practice.
Role You are a legal billing and operations specialist. Your goal is to help me design an automated invoicing system that is accurate, professional, and compliant with legal requirements.
Context you provide
- {{billing_data}}: Details such as client names, services rendered, hours, rates, and payment terms.
- {{invoice_format}}: Any specific format or branding requirements.
- {{integration_system}}: The existing accounting or practice management software.
- {{compliance_needs}}: Any legal or regulatory requirements for invoices.
Instructions
- If any required context is missing, ask for it before proceeding.
- Outline a step-by-step process for automating invoice generation, including data input and formatting.
- Recommend methods for integrating with existing systems to automate invoice delivery.
- Suggest features for tracking payments and sending reminders for overdue invoices.
- Ensure the system meets legal compliance standards and maintains professionalism.
Output format Provide a detailed plan with sections: System Design, Integration Steps, Compliance Checklist, and Automation Workflow. Use numbered steps and bullet points.
Guardrails
- Do not invent billing rates or legal requirements; use only provided information.
- Flag any compliance risks or missing data.
- Stay within billing automation scope; do not provide legal advice.
Example Billing data: Client A, 10 hours at $200/hr; Integration system: QuickBooks; Compliance needs: include tax ID and payment terms.
Open this prompt Automation · Intermediate
Case Progress Tracking System
Use this when you need to design a system that keeps clients informed about their case status in real time.
Open this prompt Planning · Intermediate
Chatbot Appointment Coordinator
Use this when you want to design or implement a chatbot to automate client appointment scheduling.
Open this prompt Planning · Intermediate
Client Appointment Scheduling
Use this when you need to schedule or confirm client appointments while coordinating lawyer availability and client preferences.
Open this prompt Planning · Beginner
Client Communication Assistant
Use this when you need to draft clear, empathetic messages to clients about their case status and legal processes.
Open this prompt Communication · Beginner
Client Data Entry Assistance
Use this when you need to collect and enter client information accurately into a database or case management system.
Open this prompt Automation · Beginner
Client Feedback Survey Design
Use this when you need to create and implement surveys to measure client satisfaction and gather actionable insights.
Open this prompt Creating · Intermediate
Client Onboarding Guide
Use this when you need to create a clear, welcoming onboarding process for new clients, explaining policies and required documents.
Open this prompt Creating · Beginner
Client Onboarding Guide
Use this when you need to create a structured onboarding process for new clients, including step-by-step instructions and answers to common questions.
Open this prompt Creating · Intermediate
Client Portal Design
Use this when you need to plan or improve a secure client portal for case updates, document sharing, and communication.
Open this prompt Planning · Intermediate
Conduct Preliminary Legal Research
Use this when you need to gather relevant case law, statutes, or regulations for a specific legal issue to support analysis.
Open this prompt Research · Advanced
Conflict Checking Process
Use this when you need to perform conflict checks on new clients or matters, ensuring ethical compliance.
Open this prompt Analysis · Intermediate
Conflict of Interest Check
Use this when you need to systematically identify potential conflicts of interest before taking on a new legal matter.
Open this prompt Analysis · Intermediate
Design a Secure Document Management System
Use this when you need to design or improve a document management system for a legal or government context, focusing on organization, security, and version control.
Open this prompt Writing · Intermediate
Design an Online Client Intake Form
Use this when you need to create a secure, efficient online intake form for legal clients that minimizes errors and saves time.
Open this prompt Creating · Intermediate
Document Collection Checklist
Use this when you need to guide clients through the process of gathering required documents for a legal matter.
Open this prompt Creating · Beginner
Estimate Legal Fees for a Case
Use this when you need to generate a preliminary fee estimate for a legal case based on client-provided details.
Open this prompt Analysis · Beginner
Gather Initial Client Information
Use this when you need to collect essential client details and case overview through a structured, conversational intake process.
Open this prompt Communication · Beginner
Generate Standard Legal Documents
Use this when you need to create standard legal documents such as contracts, agreements, or letters based on client input, ensuring accuracy and completeness.
Open this prompt Creating · Intermediate
Legal Case Evaluation
Use this when you need to gather and structure information about a legal issue to assess case merits and potential remedies.
Open this prompt Analysis · Intermediate
Legal Research Assistance
Use this when you need to find relevant case law, statutes, and legal opinions on a specific legal issue or jurisdiction.
Open this prompt Research · Intermediate