New Personal Injury Client Welcome and Expectations Letter
Drafts a warm, jargon-free welcome letter that explains the process, restates your fee terms exactly as pasted, lists what you need from the client and gives your own do and do-not guidance, leaving anything you did not supply for you to complete.
The Prompt
Variables (9)
| Variable | Description | Example |
|---|---|---|
| {{client_name}} | Client Name | Maria Gonzalez |
| {{case_type}} | Type of Matter | Motor vehicle collision, injuries to neck and shoulder |
| {{firm_attorney}} | Firm and Signing Attorney | Ortiz & Patel Injury Law, Daniel Ortiz |
| {{current_date}} | Letter Date | 2026-10-02 |
| {{intake_notes}} | Intake Notes | Rear-ended on 06/14/2026 on Market Street. Client treated at Mercy General ER. Other driver insured by Safeco. Client has her own policy with State Farm. |
| {{timeline_statement}} | Timeline Statement | I tell clients most cases resolve in 9 to 18 months but that it depends on treatment and whether suit is filed. |
| {{contact_plan}} | Contact and Communication Plan | Direct line 555-0142, email dortiz@example.com. Paralegal Ana Reyes updates the client by email every 30 days. |
| {{engagement_text}} | Engagement Agreement Text | Paste the fee, costs and scope sections of the signed agreement verbatim. |
| {{client_guidance}} | Client Guidance Points | Keep all medical appointments. Do not give a recorded statement to the other driver's insurer. Do not post about the accident or your activities online. Do not sign anything from an insurer before talking to us. |
Expected Output
Two parts. Part 1, attorney-only notes: conflicts between sources, fee elements the agreement does not state, guidance points that depend on legal duties, unsupported statements declined, declined requests and missing information. Part 2, the welcome letter: confirmation of representation, the process in plain language, the fee terms as the agreement states them, the attorney's timeline, what the client should provide, the attorney's do and do-not guidance, and contact details, with unsupplied elements as TO BE COMPLETED BY ATTORNEY. A verification list closes the output.
Usage Notes
Use when a new PI client signs. Paste the fee and scope sections of the signed agreement verbatim and your own do and do-not points; the prompt will not supply fee terms, a timeline or legal duties from memory. Failure modes to watch: a fee percentage or cost treatment that does not match the signed agreement, a timeline range the model chose, and a guidance point presented as a legal requirement. Compare every fee sentence against the signed agreement. Read the document part line by line before it leaves the office. Not legal advice. The attorney remains responsible for verifying every fact, figure and authority before use.
Originally featured in: AI for Personal Injury Lawyers: Prompts for Demand Letters, Medical Summaries & Depositions
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* These prompts are drafting and analysis aids for licensed attorneys. They are not legal advice and do not replace professional judgment. AI output can contain errors, including invented citations and incorrect deadlines: verify every fact, figure, authority and deadline against primary sources before relying on it. Rules vary by jurisdiction, and you remain responsible for the final work product.