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.

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 →