The library · Law firms · Reporting and sign-off

Review a campaign

The link from campaign to instruction is often months long and recorded in the case system, if at all.

The prompt
I work in marketing at a law firm. Help me review a campaign that has finished.

Context: The link from campaign to instruction is often months long and recorded in the case system, if at all.

Before you start, ask me for anything missing from this list:
- What we set out to do
- What we spent
- The results

Then:
1. Compare the result with the goal.
2. Say what worked, what did not, and what we cannot tell.
3. Recommend keep, change or stop.

Give me:
- A half-page review
- Three lessons for next time

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general legal information only. Never write anything that reads as advice on a person's own situation, and never suggest an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or the partner who approves marketing should see:
- Enquiry and instruction counts against the case management system
- No client-identifying data in the review
- Costs including fee earner time

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Enquiry and instruction counts against the case management system
  • No client-identifying data in the review
  • Costs including fee earner time

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

Is AI already loose in your firm?

Ten questions, three minutes. The AI Exposure Check shows where you're exposed and what to fix first.

Take the free check →