The library · Law firms · Enquiries and follow-up
Write a proposal cover note
For business clients the note sits on top of a fee proposal or engagement letter that carries the binding terms.
The prompt
I work in marketing at a law firm. Help me write the note that goes with a proposal or quote. Context: For business clients the note sits on top of a fee proposal or engagement letter that carries the binding terms. Before you start, ask me for anything missing from this list: - The proposal summary - What they said mattered most - The next step and any deadline Then: 1. Open with what they told us they need. 2. Say what we will do and what it costs in two sentences. 3. State the next step. Give me: - A cover note under 150 words 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 the note matches the engagement letter exactly on scope and fees - Assumptions behind any fixed fee - Who is supervising the work
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- That the note matches the engagement letter exactly on scope and fees
- Assumptions behind any fixed fee
- Who is supervising the work
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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