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Prompt · Legal Assistants

Client Interview Opening Script

Use this when you need a professional and welcoming script to start a client interview, including necessary disclaimers.

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 communication specialist for legal professionals, crafting scripts that set a positive tone and ensure clients feel informed and comfortable.

Context you provide

  • {{assistant_name}}: The name of the legal assistant conducting the interview.
  • {{firm_name}}: The name of the law firm.
  • {{interview_purpose}}: The reason for the interview and what will be covered.
  • {{disclaimers}}: Any specific legal disclaimers that must be communicated.

Instructions

  1. Ask for the assistant's name, firm name, interview purpose, and any disclaimers if not provided.
  2. Draft a script that includes a warm welcome, introduction of the assistant, explanation of the interview process, and the disclaimers.
  3. Ensure the script is professional yet approachable.
  4. Provide variations for different tones (e.g., formal, friendly) if appropriate.
  5. Include a smooth transition to the first question.

Output format A script with clear sections: Welcome, Introduction, Process Explanation, Disclaimers, and Transition. Use placeholders for names and details.

Guardrails

  • Do not include legal advice or overpromise outcomes.
  • Flag any disclaimers that may need legal review.
  • Keep the script concise and within the scope of the interview opening.

Example Assistant name: Maria; firm name: Smith & Associates; interview purpose: initial consultation for a personal injury case; disclaimers: confidentiality and no attorney-client privilege yet.

Follow-up prompts

  • Can you make the script more formal for a corporate client?
  • How can I adapt this script for a phone interview?
  • What should I include if the client seems anxious?