Settlement Offer Memo to Client Built on Your Recommendation and Figures
Drafts a plain-language memo to the client on a settlement offer from the offer text, your fee terms and your own assessment. Net amounts are recomputed from supplied deductions, and the recommendation is yours, copied word for word.
The Prompt
Variables (8)
| Variable | Description | Example |
|---|---|---|
| {{client_name}} | Client Name | Maria Delgado |
| {{matter_court}} | Matter and Court | Delgado v. Harbor Logistics, Case No. 24-CV-1187, County Court |
| {{recommendation}} | Attorney Recommendation | My recommendation is that you accept the offer as made. |
| {{assessment}} | Attorney Assessment and Estimates | Case strength: moderate. Risk: the key witness may not be allowed to testify. Cost to reach trial: $38,000 (my estimate). No probability assigned. |
| {{goals}} | Client Goals and Instructions | Client wants closure by year end and wants no confidentiality clause. Keep the tone warm and short. |
| {{offer}} | Settlement Offer | Letter of Oct. 1, 2026 from opposing counsel: $90,000 payable in two installments of $45,000, mutual release, open until Oct. 20, 2026. |
| {{fees}} | Fee Terms and Deductions | Fee agreement para. 4: one-third of gross recovery. Expense ledger total $6,400. Medical lien $12,000. |
| {{governing_text}} | Governing Text | Paste verbatim any rule, order or statute you rely on for this memo. |
Expected Output
Part 1 attorney-only notes (register, conflicts, arithmetic and net-to-client working, cleared and held-back lists, goals map, unsupported statements declined, declined requests, missing information). Part 2, the client memo: the offer, the money, the case if it continues as you assessed it, your recommendation, the client's goals against the offer, time to respond. Then a verification list.
Usage Notes
Use it when an offer is on the table and you must put it in writing for the client. Paste the offer, the fee and deduction terms, your recommendation in your own words, and your assessment with any probabilities or cost estimates you hold. Failure mode to watch: a recommendation, an odds figure or a net amount the model invented because an input was left blank; the blank should come back as a placeholder line, not a number. 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: ChatGPT Prompts for Lawyers: The Complete Guide
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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.