Claude Prompt: Client Advisory Letter + Case Status Update Email
Two client-comm prompts in one: a sophisticated 1-2 page advisory letter and a sub-500 word case status email with bulleted action items.
The Prompt
Client Advisory Letter
Draft a client advisory letter for [CLIENT NAME], a [CLIENT TYPE, e.g., mid-size technology company CEO] regarding [LEGAL ISSUE].
Context: [PROVIDE BACKGROUND ON THE SITUATION]
The letter should:
1. Open with a clear summary of the issue and our recommendation
2. Explain the relevant legal framework in plain English (avoid unnecessary jargon)
3. Present the available options with pros and cons of each
4. Include our recommended course of action with specific next steps
5. Note any deadlines or time-sensitive considerations
6. Close with a clear call to action
Tone: Professional but accessible. The client is sophisticated but not a lawyer. Aim for a reading level that a business executive would find clear and actionable.
Length: 1-2 pages maximum. Concise but thorough.
Prompt: Case Status Update Email
Draft a case status update email for [CLIENT NAME] regarding [CASE NAME/MATTER].
Recent developments:
[LIST RECENT EVENTS]
Upcoming deadlines/events:
[LIST UPCOMING ITEMS]
The email should:
1. Lead with the most important development
2. Explain what each development means for the client's position
3. Clearly list upcoming deadlines and what is needed from the client
4. Provide our assessment of how the case is progressing
5. Note any decisions the client needs to make
Keep it under 500 words. Use bullet points for action items. Do not include legal citations unless they are specifically relevant to a point the client needs to understand.Variables (6)
| Variable | Description | Example |
|---|---|---|
| {{client_name}} | Client Name | Jane Smith |
| {{client_type}} | Client Type | Tech CEO |
| {{legal_issue}} | Legal Issue | Trademark dispute |
| {{background}} | Background on the Situation | Comp filed... |
| {{case_name}} | Case Name / Matter (for status email) | Doe v. Roe |
| {{upcoming_items}} | Upcoming Deadlines / Events | Depo 5/20 |
Expected Output
Either a 1-2 page advisory letter with options analysis and a recommendation, or a sub-500 word status email with bullet-pointed action items.
Originally featured in: Claude AI for Lawyers: Best Prompts, Use Cases & Tips (2026)
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