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.
More for reporting and sign-off
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 →