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Write a case study

Legal matters are confidential, and many clients will never agree to be named. A well-told anonymous story usually works as well.

The prompt
I work in marketing at a law firm. Help me turn my notes into a client case study.

Context: Legal matters are confidential, and many clients will never agree to be named. A well-told anonymous story usually works as well.

Before you start, ask me for anything missing from this list:
- Notes or a transcript
- Whether the client can be named
- Results we can back up, with the source

Then:
1. Tell it in four parts: where they were, what was in the way, what we did, what changed.
2. Use the client's exact words where I supplied them.
3. Mark each result as confirmed or claimed.

Give me:
- A headline
- The case study, 350 to 500 words
- A 60-word version
- Pull quotes

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:
- Written client consent, and that no detail identifies the client or the other side
- Any settlement, award or result figure
- Wording that could imply the same result for others

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

Check before this goes out

  • Written client consent, and that no detail identifies the client or the other side
  • Any settlement, award or result figure
  • Wording that could imply the same result for others

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

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