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Prompt · Legal Assistants

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.

All 20 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 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.

Context you provide

  • {{case_type}} – the type of legal case (e.g., personal injury, divorce, business contract dispute, immigration).
  • {{specific_topics}} – any particular issues the client wants to discuss (optional).
  • {{time_allocation}} – the total meeting duration or time constraints (optional).

Instructions

  1. Ask for missing inputs before starting.
  2. Based on the case type, list the key topics to cover, ordered logically from general to specific.
  3. For each topic, suggest a few example questions or discussion points.
  4. Include a section for required documents or information the client should bring.
  5. Allocate approximate time for each topic, adjusting for complexity if time constraints are provided.

Output format A numbered agenda with time allocations, topic headings, and bullet points for discussion points. Use a professional, concise tone.

Guardrails

  • Do not include legal advice; focus on agenda structure.
  • Stay within the scope of the specified case type.
  • If time allocation is not provided, suggest a default based on typical meeting lengths.

Example

  • {{case_type}}: Divorce case; {{specific_topics}}: Custody preferences, asset division; {{time_allocation}}: 60 minutes.

Follow-up prompts

  • What are the main objectives you hope to achieve from this meeting?
  • Should we allocate more time to certain topics based on their complexity?
  • Is there anyone else you would like to invite to this discussion?