Prompts
Prompts de IA jurídica: 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: name the exact records or system you queried, 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 name the source that would make it countable, instead of offering a guess dressed up as a figure. 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, with the exact fact that triggered each one, 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. Mandatory rule: 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, and name the exact report or query each number came from. 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. Mandatory rule: do not smooth, extrapolate or fill a gap in the data. An empty month is an empty month, and a figure you cannot trace to a named source does not go on the chart.
Matter Budget TemplateChecklistStandardLegal Ops / Billing
Act as the billing lawyer preparing a matter budget for [type of legal matter]. Include: a phase and task breakdown, estimated hours by timekeeper level, anticipated expenses, a contingency allowance, and the assumptions the budget rests on. Align every task line with a [LEDES/UTBMS] billing code. Deliver a single spreadsheet-ready table. Flag, rather than guess, any phase or hour estimate you cannot support from the matter facts supplied.
Client Intake FormChecklistStarterLegal Ops / Billing
Act as the intake coordinator for [Law Firm/Legal Department]. Build a client intake form used for every new matter. Capture: client details, a short matter description, conflict-check information, documents to collect, an urgency rating, and an initial budget estimate. Deliver it as a single fillable checklist, one section per item above. If a conflict-check or retention rule is not settled by [Law Firm/Legal Department]'s own policy, flag it for a supervising lawyer to confirm rather than assuming an answer.
Matter Closing ProcedureChecklistStandardLegal Ops / Billing
Act as the operations lawyer at [Law Firm/Legal Department] drafting the matter closing procedure staff follow at the end of every matter. Cover: final billing, the client close-out communication, file organization, document retention, updating the conflicts system, capturing lessons learned, and the archiving requirements. Deliver one numbered checklist, one step per item above. If a retention period is not fixed by [Law Firm/Legal Department]'s own policy, flag it for confirmation rather than assuming a duration.
Legal Hold Management ProcedurePolicyAdvancedLegal Ops / Billing
Act as counsel drafting [Company]'s legal hold management procedure. Facts: the system used to issue and track holds [name of system, if any], and who has authority to initiate a hold [role/title]. Deliverables: 1. The triggers that require a hold to be initiated. 2. How custodians are identified once a hold is triggered. 3. The notice issued to custodians and its required content. 4. How acknowledgment of the notice is tracked and escalated if a custodian does not respond. 5. The process for releasing a hold once it is no longer needed. 6. The documentation kept to demonstrate the hold was reasonable and defensible if challenged. Mandatory rules: name the specific rule of civil procedure or case standard behind the defensibility requirement in [jurisdiction], and flag anything you cannot attribute to a named source for [Company]'s counsel to confirm.
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. Produce a list of the metrics, the data source for each, the reporting frequency, and a suggested visual, trend line, gauge, or table, for the dashboard layout. Flag any metric that depends on data [Company's] business does not currently capture, rather than assuming it is available.
Legal Budget ForecastReportAdvancedLegal Ops / Billing
Act as legal operations advisor to [department/firm]. Create a quarterly legal budget forecast template with categories for external counsel fees, litigation costs, compliance expenditure, technology and tools, staffing, and contingency. Add: 1. Variance tracking columns comparing forecast to actual. 2. A year-over-year comparison section. 3. A notes column recording the assumption behind each figure. Mandatory rules: do not project a specific dollar figure or trend as fact. Base every projection on data I supply, and mark any category where I have not given historical figures as an assumption for me to confirm before the forecast is used.
Marital Property InventoryChecklistStandardFamily Law
Act as counsel helping a client prepare for a divorce or separation. Create a structured inventory template for marital assets and debts, covering real estate, vehicles, bank accounts, investments, retirement accounts, business interests, household items and liabilities. Each line should record a valuation date and source. Return it as a fillable spreadsheet-style template. Do not characterize any asset as marital or separate property; flag that determination as one for the client's lawyer to make under [jurisdiction] law. Cite the provision behind any characterisation or valuation rule you mention, and mark anything you cannot attribute to a named source as requiring confirmation.
Trust Funding MemoMemoAdvancedEstate Planning
I have created [trust name] and need to fund it with real estate, bank accounts, business interests and personal property under [jurisdiction] law. Facts: the properties and accounts to transfer, whether any business interest has transfer restrictions in its governing documents, and whether any asset is jointly held or mortgaged. Deliverables: 1. For each asset class, the specific legal document needed to retitle it into [trust name] (deed, assignment, account change-of-ownership form, etc.). 2. The order of operations, including any consent, lender notice, or recording step [jurisdiction] requires before a transfer takes effect. 3. Assets that cannot or should not be retitled into [trust name] (for example certain retirement accounts), and the alternative used to bring them under the estate plan. 4. Recording, registration or filing fees and offices involved for real estate and business interest transfers in [jurisdiction]. 5. A funding checklist I can use to confirm every asset has been retitled. Mandatory rules: state a recording or filing requirement only where you can attribute it to the relevant [jurisdiction] statute, registry rule or institutional policy; otherwise mark it for confirmation with the registry, lender or institution involved.
Invoice TemplateMemoStarterSmall Business
Act as counsel advising a small business on invoicing compliance. Build a professional invoice template for [business], including the fields required in [jurisdiction]: sequential numbering, tax identification number, itemized goods or services, applicable tax, totals, payment terms, bank details and late-payment interest. Return it as a fillable template with instructions for each field. Flag any field or tax rate you cannot confirm is mandatory in [jurisdiction], rather than including it as a certainty.
Divorce Client Intake Fact-SheetReportStandardFamily Law
I act for the [petitioner/respondent] in this matter. 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. Do not add or infer any fact that is not in the notes; where something is missing, write [NOT PROVIDED] rather than guessing. 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
Act as counsel to [Company]. 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.