Prompt
Legal AI prompts: Operations
14 prompts you can paste straight into HAQQ or any other assistant. Every one is written out in full - open it, copy it, change the bracketed parts.
Ask the Firm's Own Data a QuestionReportStarterLegal Ops / Billing
Answer this from my firm's own records rather than from general knowledge: [ask the question — how many clients do I have, how many matters are open in a practice area, which matters have had no activity for 30 days, which invoices are overdue]. Rules for the answer: 1. Give the number first, then how you arrived at it — which records you counted and which you excluded. 2. State the date the data is as of. A count with no as-of date is not an answer. 3. Say explicitly what you could not see. If a record is incomplete, archived, or restricted, it belongs in the answer as a caveat, not silently omitted from the total. 4. If the question is ambiguous — 'clients' could mean contacts, billing entities or active matters — tell me which reading you used and give the other number too. 5. Do not estimate. If you cannot count it, say you cannot count it and tell me what would make it countable. Then suggest one follow-up question that the answer makes worth asking.
Open a Matter and File the IntakeChecklistStandardLegal Ops / Billing
Open a new matter from this intake: client [name and type — individual or entity], counterparty [name], matter type [type], jurisdiction [jurisdiction], responsible lawyer [name], fee basis [hourly / fixed / contingency], and the facts as given to me [summary]. Do it in this order and stop for my confirmation between steps 2 and 3: 1. Create or match the client record, and tell me if a similar record already exists rather than creating a duplicate. 2. Run a conflict check against the counterparty and any related party you can identify from the facts, and report what you found — including near-matches, because a conflict check that only reports exact matches is not a conflict check. 3. Open the matter with the details above and a clear name I will recognise in a list six months from now. 4. Produce the intake note: the facts, the client's objective, the immediate deadlines, and the documents to request. 5. List what is missing before this matter can be worked properly. Do not invent an identifier, a reference number or a date. If a required field is not in what I gave you, leave it empty and list it in step 5.
Chart the Firm's Matters and MoneyReportStandardLegal Ops / Billing
Build me a chart from the firm's data: [what to plot — matters opened per month, revenue by practice area, ageing of unpaid invoices, matters by responsible lawyer, average time to close]. Requirements: 1. Ask me the period and the grouping before you plot anything, unless I have already given them. 2. Choose the chart type that fits the question and say in one line why that type — a trend over time is a line, a comparison across categories is a bar, a share of a whole is not a pie unless there are fewer than six slices. 3. Show the underlying numbers in a table beneath the chart. A chart I cannot check is a chart I cannot put in front of a partner. 4. Label the axes with units and state the as-of date. 5. Say what the data excludes — written-off matters, unbilled time, matters in a different currency — and whether any conversion was applied. 6. Give me one sentence of what the chart actually shows, and one sentence of what it does not show but might be assumed to. Do not smooth, extrapolate or fill a gap in the data. An empty month is an empty month.
Matter Budget TemplateChecklistStandardLegal Ops / Billing
Create a matter budget template for [type of legal matter] including phase/task breakdowns, estimated hours by timekeeper level, expenses, contingency allowance, and assumptions. Align with [LEDES/UTBMS] billing codes.
Client Intake FormChecklistStarterLegal Ops / Billing
Create a client intake form for [Law Firm/Legal Department] to capture essential information for new matters including client details, matter description, conflict check information, document collection, urgency assessment, and initial budget estimate.
Matter Closing ProcedureChecklistStandardLegal Ops / Billing
Draft a matter closing procedure for [Law Firm/Legal Department] covering final billing, client communication, file organization, document retention, conflict system updates, lessons learned capture, and archiving requirements.
Legal Hold Management ProcedurePolicyAdvancedLegal Ops / Billing
Draft a legal hold management procedure for [Company] covering hold initiation triggers, custodian identification, notice issuance, acknowledgment tracking, hold release process, and documentation requirements for defensibility.
Legal Department KPI DashboardReportStandardLegal Ops / Billing
Design a KPI dashboard framework for [Company's] legal department tracking matter volume, cycle times, spend against budget, outside counsel utilization, contract turnaround times, and client satisfaction scores.
Legal Budget ForecastReportAdvancedLegal Ops / Billing
Create a quarterly legal budget forecast template for [department/firm]. Include categories for external counsel fees, litigation costs, compliance expenditure, technology/tools, staffing, and contingency. Add variance tracking columns and year-over-year comparison.
Marital Property InventoryChecklistStandardFamily Law
Create a structured inventory template for marital assets and debts: real estate, vehicles, bank accounts, investments, retirement, business interests, household items and liabilities, with valuation date and source.
Trust Funding MemoMemoAdvancedEstate Planning
Explain the steps to fund my newly created [trust name] with real estate, bank accounts, business interests and personal property, with the legal documents required in [jurisdiction].
Invoice TemplateMemoStarterSmall Business
Build a professional invoice template for my [business] with required fields for [jurisdiction]: numbering, tax ID, items, taxes, totals, payment terms, bank details and late fees.
Divorce Client Intake Fact-SheetReportStandardFamily Law
Turn my divorce intake notes into a structured case fact-sheet. From the notes below, extract: parties and roles; date of marriage and date of separation; minor children (names, ages, current living arrangement); governing jurisdiction and court; each spouse's income shape (employment, self-employment, other); a high-level asset and debt snapshot; an estimate of conflict level (0–10) with reasons; and the client's stated goals. Flag any domestic-violence or child-safety indicator at the top. End with the three most important facts I still need to obtain. Intake notes: [PASTE NOTES]. Jurisdiction: [JURISDICTION]. This is a draft for attorney review only.
Records Retention SchedulePolicyAdvancedLegal Ops / Billing
Draft a records retention schedule for [Company]'s legal and business documents by category: contracts, HR files, financial records, corporate governance records, litigation files, and tax records. For each category, give a proposed retention period, the trigger event that starts the clock, and the regulatory basis — but mark every regulatory citation as [VERIFY CITATION] rather than presenting it as settled. Add a legal-hold override: any document under a litigation hold is retained until the hold is released, regardless of the schedule. Close with a disposal method (secure destruction or archive) per category.