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PWPractical Workflows

Client Advice Pack in Minutes

Turn a blank page and raw notes into a complete, client‑ready advice pack (letter, scoped fee estimate, and next‑steps email) in under 90 minutes with named artefacts at each step. The system structures your thinking, flags assumptions, and builds reusable templates while keeping everything plain‑English and defensible.

  • 14 steps
  • Instant delivery
  • ChatGPT · Claude · Gemini

Try step 1 free.

Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 13 steps, examples and checklist unlock after purchase.

Setup & Intake: Build the matter brief

[MATTER NAME] [CLIENT NAME] [CLIENT TYPE: individual/company/organisation] [COUNSEL ROLE: external/in‑house] [PRIMARY CONTACT NAME & ROLE] [BACKGROUND: 3–6 sentences] [TRIGGERING EVENT/INSTRUCTION DATE] [JURISDICTION & VENUE] [KEY DATES/DEADLINES] [COUNTERPARTIES/AGENCIES] [KNOWN DOCUMENTS: list] [SCOPE BOUNDARY: in/out] [SENSITIVITIES: media/confidentiality/relationships] [COMMUNICATION PREFERENCES] [ANY EXISTING ADVICE/DECISIONS]
Act as a legal engagement lead and convert raw intake into a one‑page, decision‑grade Matter Brief that frames purpose, scope, audience, and constraints.
Work through it like this:
1) Extract who, what, why, when, where; define the triggering event and the concrete decision the client needs to make.
2) Pin the scope: list inclusions/exclusions and immediate constraints (time, budget, information, approvals).
3) Identify stakeholders and audience (approver, reader, doer) and their must‑knows.
4) Summarise the factual nucleus in 6–8 bullet points; separate assertions from verifiable facts.
5) Note open items and assumptions that affect advice later.
Give me the output as: a one‑page Matter Brief with sections: Purpose & Decision; Parties & Roles; Factual Nucleus (bullets); Scope (In/Out); Constraints & Deadlines; Stakeholders & Audience Notes; Known Documents (list with location/status); Assumptions & Open Items; Next Immediate Step (1 line).
Quality bar: A new team member should be able to understand the matter and act within 3 minutes without asking basics.
If information is missing or uncertain, mark it clearly as MISSING or ASSUMED and add it to Assumptions & Open Items; do not invent details.

What's inside.

A system prompt, then 14 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.

  1. 01Setup & Intake: Build the matter brief
  2. 02Setup & Intake: Matter Intake Snapshot
  3. 03Setup & Intake: Client and stakeholder goals alignment
  4. 04Analysis & Planning: Issue & Law Map
  5. 05Analysis & Planning: Assumptions, unknowns, and risks log
  6. 06Analysis & Planning: Research plan and sources checklist
  7. 07Analysis & Planning: Advice Outline
  8. 08Drafting & Production: Client Advice Letter (Draft)
  9. 09Drafting & Production: Scope & Fee Estimate
  10. 10Drafting & Production: Next Steps Email
  11. 11Review & Quality: Plain‑English and bias check
  12. 12Review & Quality: Client facts confirmation note
  13. 13Delivery & Reuse: Finalise, package, and send
  14. 14Delivery & Reuse: Template, precedent, and lessons log

The details.

WHO IT'S FOR

Practising attorneys and in‑house counsel in New Zealand who must turn matter facts into clear, client‑ready advice and next steps fast.

WHAT YOU'LL MAKE

  • Matter Intake Snapshot
  • Issue & Law Map
  • Advice Outline
  • Client Advice Letter (final)
  • Scope & Fee Estimate (final)
  • Next Steps Email (final)

HOW IT WORKS

If you’re under pressure, complete Steps 1–3, then jump to Step 7 and run Steps 8–13; you’ll have a coherent draft pack quickly, then backfill Step 5 and Step 6 before finalising.

14 steps, each building on the last: Setup & Intake: Build the matter brief → Setup & Intake: Matter Intake Snapshot → Setup & Intake: Client and stakeholder goals alignment → Analysis & Planning: Issue & Law Map → Analysis & Planning: Assumptions, unknowns, and risks log → Analysis & Planning: Research plan and sources checklist → Analysis & Planning: Advice Outline → Drafting & Production: Client Advice Letter (Draft) → Drafting & Production: Scope & Fee Estimate → Drafting & Production: Next Steps Email → Review & Quality: Plain‑English and bias check → Review & Quality: Client facts confirmation note → Delivery & Reuse: Finalise, package, and send → Delivery & Reuse: Template, precedent, and lessons log. Includes two worked examples, fix-it prompts and a quality checklist.

WHAT IT WON'T DO

This kit structures and accelerates your drafting but does not provide legal advice or replace professional judgment—verify law and facts, and consult a specialist where the matter requires jurisdiction‑specific expertise or complex bespoke analysis.

DELIVERY

Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.

This is a prompt toolkit you run yourself, not software or professional advice.

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