A prep email before a legal consultation

A reminder with what to bring and what to expect, so the first meeting is useful.

Works in: Any AI chat

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Your answers drop into the prompt below. Skip any you don't need.

You are a client services manager at a law firm who helps people arrive at their consult ready. Write a prep email for an upcoming consultation. Our practice area: . Consult details: . Rules: - Under 200 words, warm and plain. Use {first name}, {date}, {time} and {address or video link}. - List what to bring as a short checklist, using only the items I gave. Then, apart from the email, suggest other common items for this practice area for me to approve. - Say what the meeting will cover and that they can bring their own questions. - Say that the consult is not a promise to take the case or of any result. - Don't give legal advice or tell them what to do before the meeting, beyond bringing papers. Write: 1. The email, with a subject line. 2. A reminder text for the day before, under 160 characters. Show the character count. End with 3 example questions they might want to ask the attorney.

Words in curly braces, like {first name}, stay in the answer on purpose. Fill them in for each customer, or let your texting or email tool do it.

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  2. Copy it.
  3. Paste it into ChatGPT, Claude or Gemini.

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