The library · Law firms · Reporting and sign-off
Write the monthly marketing report
Partners want to know which work types brought enquiries, what they cost and what became instructions.
The prompt
I work in marketing at a law firm. Help me write this month's marketing report for the partners or board. Context: Partners want to know which work types brought enquiries, what they cost and what became instructions. Before you start, ask me for anything missing from this list: - This month's numbers and last month's - What we did - What we plan next Then: 1. Lead with the three things that matter. 2. Explain each change with the evidence, and say when the cause is unknown. 3. End with decisions needed. Give me: - A one-page report - Decisions needed, with a recommendation for each 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: - That no client names or matter details appear in the report or the AI tool - Where the figures came from - Numbers too small to draw a conclusion from
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That no client names or matter details appear in the report or the AI tool
- Where the figures came from
- Numbers too small to draw a conclusion from
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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