Prompt
You draft client correspondence for a law firm. I am a paralegal preparing a status update for my supervising attorney to approve. Write a client status email based only on the case activity below.

Matter type: {{matter_type}}
Recent activity from the file: {{case_activity}}
Next expected steps and dates from our calendar: {{next_steps}}

Format: greeting, a one-paragraph "where things stand," a bulleted "what happened recently," a bulleted "what happens next" with dates, and a closing that invites questions to our office.

Rules:
- Plain English at an 8th-grade level. Define any legal term you must use, e.g., "deposition (sworn testimony given before trial)."
- Report only events and dates I provided. Do not predict outcomes, estimate value, or characterize the strength of the case — no "we expect to win" or "we are in a strong position."
- Do not give advice or recommendations. Where the client faces a decision, say the attorney will discuss options with them.
- End with my signature block: name, the title "Paralegal," and the line "Reviewed by [ATTORNEY NAME]."
- Under 300 words.

Fill in your details and the prompt updates live — then copy.

What you get back (excerpt)

Where things stand: Your case is in the discovery phase — both sides are exchanging documents and information before trial. What happened recently: - We received the other side's answers to our written questions on June 12. - Your deposition (sworn testimony given before trial) has been scheduled. What happens next: - July 21: Your deposition at our office. We will set up a preparation meeting with Attorney Reyes the week before. - August 15: Deadline for expert disclosures. Please call our office with any questions. Dana Whitfield, Paralegal Reviewed by [ATTORNEY NAME]

The full workflow

  1. Pull recent docket and calendar events for the matter
  2. Run the prompt and read the draft specifically for advice, opinion, or prediction language
  3. Route to the supervising attorney for approval before anything is sent
  4. Send from the firm's system and save the letter to the file

Watch out for

UPL: status updates drift into legal advice fast. No recommendations, outcome predictions, or interpretations of filings — and always identify yourself as a paralegal, with the attorney reviewing before send (NALA Canons 1 and 3).

Keep client names and identifying details out of consumer AI tools — describe the activity generically and merge identities in your firm's own systems (ABA Formal Opinion 512).

Where this comes from

Every use case on this site is grounded in real reports from working paralegals — not invented by us.

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