Prompts for Legal services

Every prompt in this set, as a list

All 100 titles for Legal services, with the job each one is for. The card for each is on this page; the filters above narrow the grid, not this list.

• Re-state the engagement clearly, for the client to checkThe work is agreed verbally and both sides should be able to point at the same summary.
• Refer someone out without losing themA client needs something you don't do, and you want to stay their first call.
• An intake form that asks the right things firstNew clients arrive with half the information and you spend a call collecting the rest.
• Preparing for a hard conversation with a clientA client is unhappy or a project is failing and the call is tomorrow.
• Handling confidential information in a workflowYou want to set a rule for what staff paste into AI tools and what they must never paste.
• An AI policy you can actually hand to a clientA client asks whether their information goes into an AI tool and you need a clear answer, in writing.
• A diary plan around hearings and client meetingsTwo hearings, three client meetings and a filing deadline are booked into the same week.
• Explaining a fixed fee or hourly rate without apologizingA client questions the fee before the matter has even started.
• A fee concession rule the team can apply without asking youEveryone is discounting differently and the margin is disappearing.
• Explaining a short-matter surcharge or minimum fee plainlyA client wants a small piece of work and the rule makes it uneconomic.
• The first reply to a new matter enquiryA new matter enquiry arrives and you need the details that actually change the price or the plan.
• A fee estimate a client can read line by lineThe scope is settled and the number needs to make sense without a phone call.
• Following up a legal matter quote without chasingA quote has been out for a week and the customer has gone quiet.
• The on-account payment and terms, explained before the matter opensThe client is ready to instruct and the money needs to be agreed before the file opens.
• A meeting confirmation that removes the follow-up questionsThe meeting is agreed and you want the client to arrive with the right documents.
• Moving a client meeting or deadline without losing the clientA date has to move and the client has already arranged their week around it.
• Running late to a meeting, said before they have to askYou are stuck in the previous meeting and the next client is waiting.
• A reply to a complaint that names the actual problem (legal)A customer says the legal matter went wrong and you need to respond before it escalates.
• A public reply to a legal matter reviewA one- or two-star review is visible to everyone who searches for you.
• Answering a refund request when the policy is not obvious (legal)A customer wants their money back and the legal matter is somewhere between done and disputed.
• A callback after the advice did not settle itThe client has come back with the same problem and the last letter did not end it.
• Telling regular customers about a price change (legal)Costs have risen, you have absorbed it for a year, and the old price is no longer viable.
• When the other quote is cheaper (legal)A customer waves a lower price at you and expects you to match it.
• Extra work, priced before it starts (legal)The customer adds something after the quote and expects it to be included.
• Holding a boundary with a customer who keeps pushing (legal)The request has moved outside the agreed scope and the goodwill is running out.
• The conversation with an attorney you have been putting offA performance or conduct issue is affecting the work and hints are not landing.
• A job ad for an attorney who will actually stayYou need someone who can do the work, not someone who survives the interview.
• A first week that does not leave the new attorney guessingSomeone starts on Monday and the induction is still a folder nobody reads.
• A schedule that shows where the gaps are (legal)Leave, skills and opening hours do not fit and everyone is swapping shifts.
• A handover that does not leave the next person guessing (legal)Someone else is taking over a customer, a job or a recurring task.
• Chasing counsel or an expert for the advice you were promisedAn opinion, report or advice was due and the deadline is now yours to explain.
• Replying to a supplier price increase (legal)The latest invoice is higher and nobody explained why.
• A document and precedent list built from what the matter actually needsA new matter opens and the file list is being rebuilt from memory.
• What the file-closing and write-off log is telling youFiles are closing late, write-offs are rising, and nobody has looked at the pattern.
• A weekly summary that tells you something (legal)You have a week of numbers and no clear picture of what happened.
• A monthly review with the decisions at the top (legal)The month is over and you need to know what to change, not just what happened.
• A payment reminder that does not damage the relationship (legal)An invoice is late and the work was delivered properly.
• A payment plan that is not a write-off (legal)The customer cannot pay in full but can pay something, and you need it in writing.
• A monthly bookkeeping checklist you will keep (legal)Receipts live in three places and the accountant asks the same question every year.
• Asking a customer for the records you are missing (legal)The legal matter cannot start or finish because the paperwork is incomplete.
• An incident report written while the facts are fresh (legal)Something went wrong on a legal matter and you need a record before memories blur.
• A five-minute confidentiality and file-handling briefing before the matter startsA new matter involves several people, shared drives and client documents.
• Our obligations, in language the team can use (legal)A rule keeps being missed because nobody can explain it in plain words.
• How we handle customer information, explained simply (legal)A customer asks what you do with their details, or a staff member needs the short version.
• The agreement in one page, before work starts (legal)The customer has signed something long and nobody has explained what it means.
• The ten questions you answer every week, answered once (legal)You have typed the same reply forty times this month.
• A service page that says what is and is not included (legal)The website describes the service in adjectives and customers still ask what they get.
• A Google profile that sounds like the business, not a brochure (legal)The listing is the first thing a customer sees and it still says "quality service".
• A post about the work, without giving the customer away (legal)You have a good photo of a finished legal matter and no idea what to write.
• Five captions from one idea (legal)One thing happened this week and the feed still looks empty.
• A short newsletter for people who already bought from you (legal)You have a list of past customers and nothing useful to send them.
• A seasonal reminder that earns the booking (legal)The annual service, clean, check or preparation is due and customers forget until it is urgent.
• Filling a quiet month without discounting everythingThe diary has gaps between matters and discounting would only widen them.
• Asking a happy customer for a referral (legal)The legal matter went well and their neighbor has the same problem.
• Asking for a review while the work is still fresh (legal)The legal matter is finished and the customer is happy, but nobody has asked.
• Turning a kind message into a testimonial you can use (legal)A customer sends a lovely paragraph and it dies in your inbox.
• A case study that only claims what happened (legal)A good project could win similar work, but the details are scattered.
• A before-and-after that shows the process, not a promiseYou want to explain what changed for a client without claiming a result you cannot prove.
• A role brief for the attorney you are about to hireThe job ad is written but nobody has agreed what the person actually owns.
• Interview questions that test the actual work (legal)You need an attorney and every candidate sounds good in the same way.
• A reference check that asks the useful question (legal)The candidate is strong on paper and you need to know how they behave on a bad day.
• A paid trial shift that tells you something (legal)The interview went well and you still cannot picture them on the floor.
• A performance conversation with a paper trail (legal)The same issue has been raised twice and the informal approach is not working.
• Recognising good work without inventing a bonus (legal)Someone fixed the thing nobody else noticed and you want it to happen again.
• A twenty-minute team meeting that ends with decisions (legal)The weekly meeting has become a status update nobody needs.
• The five-line brief before the day starts (legal)The team is about to scatter and the two things that matter are still in your head.
• Next week, planned around what can actually slip (legal)The week is full of commitments and no one has decided what comes first.
• A client discovery call checklist that catches the expensive surprisesYou are scoping a matter from a short email and the detail will decide the fee.
• Turning discovery notes into a scope note a client can followThe call is done and the findings are still in a notebook.
• A progress update that stops the check-in calls (legal)A legal matter runs for more than a week and the customer has started asking for news.
• Telling a customer the date has moved (legal)A delivery, part or approval is late and the original date is no longer real.
• The completion note that closes the loop (legal)The legal matter is done and the customer needs to know what happens now.
• Aftercare or next-step instructions people will actually keep (legal)The work is finished and the first week decides whether it lasts.
• A maintenance or retainer plan that is easy to say yes to (legal)The customer would benefit from regular contact but has never been offered it.
• The annual review or service reminder that gets a booking (legal)The service or review is due again and the customer has forgotten the last visit.
• A quote for a repeat customer who has changed the brief (legal)They are back for the same kind of legal matter, but something is different this time.
• Offering the add-on without the pressure (legal)There is a genuinely useful extra and the customer would not know to ask.
• Three packages whose names mean something (legal)The price list has grown and customers cannot tell the options apart.
• A price list grouped by what the customer needs (legal)The price list is a list of tasks and customers still ask "how much for mine?"
• Refunding an on-account balance you can explainA matter closes and the client asks where the money went.
• A cancellation policy written for humans (legal)The terms exist but nobody can find them when a customer cancels.
• A brief for counsel or an expert that cannot be misreadYou are instructing someone outside the firm and the papers need to be complete.
• A matter file and document list that survives handoverA file is moving to another fee earner and nobody can say what is missing.
• A firmer reminder for an invoice nobody has paid (legal)The polite reminder worked on nobody and the cash is needed.
• The final payment notice, with the consequence stated (legal)The account is seriously overdue and the relationship is already strained.
• The terms in one page, without changing the meaning (legal)A customer needs to understand the contract before they sign it.
• Explaining a clause the customer has already questioned (legal)They have read one sentence three times and still do not know what it means.
• A privacy summary a customer can actually read (legal)The policy is legally complete and practically unreadable.
• A complaint logged so it can be fixed (legal)The same complaint keeps arriving and nobody can see the pattern.
• A file or deadline near miss worth recordingA deadline was almost missed and everyone moved on because it was caught.
• Answering a costs or service complaint before it hardensA client says the matter cost more or achieved less than they expected, and the file needs to be checked.
• A conflict or suitability question answered without guessingA new instruction may conflict with an existing client or sit outside what the firm can properly take on.
• A deadline contingency plan for the day going wrongA court date, completion or filing deadline is fixed and the team is thin.
• An emergency office closure notice that answers the obvious questionsThe office cannot open today and clients have hearings, completions or meetings.
• Holiday hours, including the awkward gaps (legal)The schedule changes over a holiday and the website still shows normal hours.
• Launching a new service without overselling it (legal)You have added something customers keep asking for and need to explain it.
• A five-question survey people will finish (legal)You need to know what customers actually thought, not just what they said at the door.
• The year in review, with the numbers that matter (legal)The year is ending and you need to decide what to repeat and what to stop.
• Next year on one page, with quarterly milestones (legal)The goals exist as a feeling and the calendar is already filling up.
• The question you answer every day, written down properly (legal)A new staff member has asked the same thing three times this week.

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