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Prompts de IA jurídica: Operations

11 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.

  • 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.

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