Prompts that help solo attorneys and small firms handle client communication, marketing and practice admin faster, with the legal judgment left to you.
Works in ChatGPT, Claude, Google Gemini and other chatbots.
Paste a prompt into ChatGPT, Claude or Gemini and replace each [BRACKETED] item with your own details. These prompts are built for the business side of a practice: intake, client updates, marketing, billing and office systems. They are not a substitute for legal research or advice, and chatbots can invent cases and citations, so never file or rely on AI output without checking it yourself. Do not paste privileged communications, client names, case facts that could identify someone, or confidential documents into a general chatbot; that can raise confidentiality problems. Check your state bar's rules on advertising and on using AI, and have a licensed attorney review anything a client or the public will see.
When building or updating a web or paper intake form.
Create a client intake questionnaire for a [PRACTICE AREA] law firm. Include contact details, how they heard about us, a short description of their situation, key dates, other parties involved for conflict checks, and their goals. Keep it under 20 questions, in plain language, with a short note at the top that submitting the form does not create an attorney client relationship.
For a fast, consistent first response to leads.
Write a reply template for new inquiries to [FIRM NAME] about [PRACTICE AREA] matters. Thank them, explain that we need to run a conflict check before discussing details, describe the consultation process and fee [CONSULTATION FEE OR FREE], and offer booking at [BOOKING LINK]. Add a line that the email is not legal advice. Under 150 words.
When turning down a matter in writing.
Write a polite non engagement letter template for prospective clients whose matter we cannot take on, for reasons such as [REASON CATEGORY] (such as conflict, capacity or outside our practice area). Make clear we are not representing them, that time limits may apply to their matter, and that they should consult another attorney promptly. Suggest they contact [REFERRAL SOURCE] (such as the state bar referral service). Keep it neutral and kind.
To keep clients informed and cut down on status calls.
Write a template for a regular client status update from [FIRM NAME]. Sections: what happened since the last update, what happens next, anything we need from the client, and expected timing. Use placeholders like [CLIENT FIRST NAME] and [NEXT STEP]. Keep the tone reassuring and plain, under 200 words, with no legal jargon.
As a starting draft for client handouts you will fact check.
Write a plain English explainer of the general steps in a typical [MATTER TYPE] in [STATE], for clients with no legal background. Use a numbered list with one or two sentences per step and a note that every case is different and timing varies. I will review and correct it for accuracy before using it.
Before meetings where clients tend to be nervous.
Write an email to [CLIENT FIRST NAME] preparing them for [MEETING TYPE] (such as a deposition prep session or mediation) on [DATE]. Include logistics [LOCATION OR VIDEO LINK], what to bring [DOCUMENTS], how long it may take, and what to expect in general terms. Leave space for me to add specific guidance. Calm and clear, under 200 words.
When client letters are too dense to read easily.
Rewrite this non confidential paragraph so a client with no legal background can understand it, keeping the meaning exactly the same: [PASTE TEXT WITH IDENTIFYING DETAILS REMOVED]. Use short sentences and everyday words. Then list any terms where simplifying might change the meaning, so I can check them.
When building or refreshing practice area pages.
Write a website page for [FIRM NAME]'s [PRACTICE AREA] services in [CITY, STATE]. Include who we help, common situations we handle, what working with us looks like, and how to schedule a consultation. Avoid guarantees, words like expert or specialist unless I confirm we may use them, and any statement about results. Add a short attorney advertising disclaimer placeholder.
When you want steady visibility with referral sources.
Make a 20 post LinkedIn plan for an attorney in [PRACTICE AREA] who wants to reach [TARGET AUDIENCE] (such as small business owners or HR leaders). Mix general educational tips, myths, lessons from running a practice, and firm news. For each post give a hook and three bullet points. Keep everything general information, not advice on specific situations.
For quarterly or monthly client emails.
Write a short client newsletter for [FIRM NAME] about [TOPIC] (such as a general reminder to update estate plans). Use a friendly subject line, a 150 word main article written as general information, two short firm updates [FIRM UPDATES], and a call to schedule a review. Include a line that the newsletter is not legal advice.
When responding to reviews without breaching confidentiality.
Write a public reply to this online review: [PASTE REVIEW]. Do not confirm or deny that the person was a client, do not reveal any information about any matter, and do not argue. Thank them for the feedback and invite them to contact [OFFICE CONTACT] directly. Under 60 words. Also write a version for a positive review.
To keep referral relationships strong.
Write a short thank you note to [REFERRAL SOURCE NAME], a [THEIR PROFESSION], for referring a client to [FIRM NAME]. Do not mention the client's name or matter. Keep it warm, under 80 words, and suggest catching up over coffee at [TIME OPTIONS].
When speaking at chambers, associations or webinars.
Create an outline for a 30 minute talk for [AUDIENCE] on [GENERAL LEGAL TOPIC]. Include an opening story idea, four main points with examples, common mistakes people make, and five likely audience questions. Keep it educational and remind me to add a disclaimer slide that the talk is general information.
For your website, LinkedIn and speaking events.
Write a professional bio for [ATTORNEY NAME] at [FIRM NAME]. Facts: [EDUCATION, BAR ADMISSIONS, PRACTICE AREAS, YEARS IN PRACTICE, COMMUNITY INVOLVEMENT]. Write a 150 word website version and a 50 word speaker version. Stick to the facts provided and avoid superlatives.
When chasing unpaid invoices.
Write a three step payment reminder sequence for clients of [FIRM NAME] with overdue invoices: a friendly reminder at 15 days, a firmer note at 30 days, and a final notice at 45 days that mentions [NEXT STEP] (per our engagement agreement). Include [PAYMENT LINK]. Do not mention matter details. Keep each under 120 words.
In welcome packets to prevent billing disputes.
Write a short, friendly explanation of how our billing works for new clients of [FIRM NAME]. Our structure: [BILLING STRUCTURE] (such as hourly with 6 minute increments, flat fee or retainer). Cover what a retainer is, how time is recorded, how expenses are billed, and how to ask billing questions. Under 200 words.
When documenting office systems.
Turn these notes into a step by step procedure for [TASK] (such as opening a new matter or closing a file) at [FIRM NAME]: [PASTE NOTES]. Use numbered steps, note who is responsible, and add a short checklist at the end. Keep it simple enough for a new assistant to follow.
When hiring support staff.
Write a job post for a [ROLE] (such as paralegal or legal assistant) at [FIRM NAME] in [CITY]. Practice areas [PRACTICE AREAS], pay range [PAY], hybrid or office [WORK SETUP], requirements [REQUIREMENTS]. Describe the work honestly, list duties in bullets, and explain how to apply. Inclusive language, under 250 words.
On Monday morning to organize a heavy week.
Here are my tasks and deadlines for the week, with client details removed: [PASTE TASK LIST WITH DEADLINES AND ESTIMATED HOURS]. Build a day by day plan that puts court and filing deadlines first, groups similar work, and leaves buffer time. Flag any day that looks overloaded. I will verify all deadlines against our calendar system.
When choosing practice software.
Here are notes on [NUMBER] practice management or [SOFTWARE TYPE] vendors we are considering: [PASTE NOTES]. Put them in a comparison table covering price, features we need [FEATURES], security and data handling, and contract terms. Then list questions to ask each vendor about confidentiality and data storage. Do not guess any detail I did not give.
For a second pair of eyes on routine drafts.
Proofread this non confidential text for grammar, clarity and consistency: [PASTE TEXT WITH IDENTIFYING DETAILS REMOVED]. List your suggested changes as a table with original wording, suggested wording and reason. Do not change any legal terms, defined terms or numbers; flag them instead if they look inconsistent.
When clients need to gather paperwork.
Create a checklist of documents clients usually gather for a [MATTER TYPE] matter, written for a non lawyer. Group items by category, add a one line explanation for each, and include a note to ask us if they cannot find something. I will review and adjust it for our practice before sending.
When catching up on a long back and forth.
Summarize this email thread, which has names and confidential details removed: [PASTE THREAD]. Give me a five bullet summary of what has been agreed so far, a list of open questions, and any action items with who seems responsible and any dates mentioned. Do not draw legal conclusions or suggest strategy.
When prospects keep asking the same practical questions.
Write a general FAQ section for [FIRM NAME]'s website covering practical questions, not legal ones: how consultations work, fees and payment options [FEE DETAILS], office hours [HOURS], what to bring to a first meeting, how we communicate, and how long replies usually take. Eight questions, answers under 60 words each, plain language.
After internal case meetings, to keep follow ups from slipping.
Turn my internal team meeting notes, with client names replaced by matter codes, into a clean task list: [PASTE NOTES]. For each task give the matter code, owner, due date if mentioned, and status. Put anything with a court or filing date at the top and mark it for me to verify against the docketing calendar.
Before vacations, trials or conferences.
Write an out of office email reply for [ATTORNEY NAME] at [FIRM NAME], away from [START DATE] to [END DATE]. Say who to contact for urgent matters [BACKUP CONTACT], that emails will not be monitored daily, and that clients with a deadline should call the office at [PHONE]. Professional, under 80 words.
Many state bars have issued guidance on lawyers using generative AI, and common themes include protecting client confidentiality, checking output for accuracy, supervising its use and being honest about fees. Using it for marketing drafts, plain English rewrites and office procedures with no confidential details is a lower risk starting point. Check your own bar's current guidance before using it on client work.
No. It can explain general concepts and draft text, but it can be confidently wrong and has invented case citations in the past. Treat anything it writes about the law as a rough draft that a licensed attorney must verify. The prompts on this page focus on communication, marketing and admin for that reason.
Not into a general consumer chatbot. Client documents may contain privileged or confidential information, and you should understand how a tool stores and uses data before sharing anything sensitive. Remove names and identifying details, or use a legal AI product your firm has vetted under a proper agreement, and follow your firm's policies.
These prompts are written by Leapscope. Always check AI output for facts before you use it, and keep private customer data out of chatbots.