Prompt · Lawyers
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.
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 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.
Follow-up prompts
- How can I segment clients for more targeted messaging?
- What are the best practices for timing automated messages?
- Can you provide templates for difficult conversations, like case delays?