Case & CodeA FIELD GUIDE TO AI
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The prompt library

Working prompts for legal tasks, written to produce output you can check. Each one names its material, asks for sources, and says what to do when the answer is not there. Open a category below, or pick a prompt from the list to jump straight to it.

Four habits behind every prompt here

  1. Name the material. "Using only the attached document" beats "look at this".
  2. Ask for the quote and the page. A source reference is what makes checking possible.
  3. Give a rule for gaps. "Write 'not found'" prevents invention.
  4. Fix the shape. A table with named columns is easier to check than prose.

Confidential material goes only into tools your firm has approved, on the plan and settings that were approved. See Confidentiality and data flows.

Reviewing documents and evidence

4 items

Find every date, and say which are conditional

When: A letter, agreement, or email thread where timing matters.

Prompt
Using only the attached document, list every date or time reference.
For each one give: the exact words, the document ID and page, what the date refers to, and whether it is firm, estimated, conditional, or disputed.
If a date is conditional, quote the condition.
Do not infer dates that are not stated. If none are found, say "none found".
Output a table with columns: Quote | Document | Page | Refers to | Status.

What to check: Open each quoted passage. Look for conditions the table may have dropped ("subject to", "if", "unless").

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Extract the key terms of an agreement

When: First pass on a contract before you read it properly.

Prompt
From the attached agreement only, extract: parties, effective date, term and renewal, termination rights, payment terms, governing law, notice requirements, and any clause that limits liability.
For each item quote the clause and give its section number. Where the agreement is silent, write "silent".
Do not summarize or paraphrase inside quotation marks.

What to check: Confirm every section number against the document. Read the defined terms; extraction often misses a definition that changes a clause.

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Compare two versions of a document

When: A counterparty returns a redraft, or you need to confirm what changed between drafts.

Prompt
Compare Version A and Version B of the attached document.
List every difference as a table: Section | Version A wording | Version B wording | Effect of the change (one sentence).
Include deletions and additions. Flag any change that shifts a date, an amount, a party, or a condition.
Do not describe a change that is not actually in the documents.

What to check: Run a proper redline as well; use the AI table to prioritize what to read first, not to replace the comparison.

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Separate what the document says from what it implies

When: You want the model's reading of a document but need to keep evidence and inference apart.

Prompt
Read the attached document and answer the question below in two labelled parts.
Part 1, "Stated": only propositions the document says directly, each with a quote and page.
Part 2, "Inferred": conclusions you draw from Part 1, each labelled "inference" with the stated facts it relies on.
Do not put an inference in Part 1. Question: [your question]

What to check: Treat Part 2 as proposals. The useful work is checking Part 1; the inferences are only as good as the quotes they rest on.

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Chronologies

2 items

Build a source-linked chronology

When: A set of documents in a matter; you need the timeline before anything else.

Prompt
Build a chronology from the attached documents only.
One row per event. Columns: Date | Event (one sentence, factual) | Source document | Page or paragraph | Exact supporting quote | Certainty (stated / conditional / disputed / inferred).
Where two documents conflict, include both rows and mark them "conflict".
Do not fill gaps from general knowledge. If the date of an event is unknown, write "undated" and explain what is known.

What to check: Spot-check at least one row per document against its page. Then look for what is missing: events you know happened that do not appear.

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Find gaps and conflicts in an existing chronology

When: You already have a chronology and want a second pair of eyes.

Prompt
Here is a draft chronology and the documents it was built from.
1. For each row, confirm the quoted passage exists at the cited location. Mark "verified", "not found", or "wording differs" (and show the difference).
2. List events in the documents that the chronology does not include.
3. List rows whose certainty label seems wrong, with the reason.
Do not add rows; report only.

What to check: A "verified" from the model means it found matching words, not that the row is right. Re-read every "wording differs".

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Transcripts and discovery

3 items

Turn a transcript into a list of testable claims

When: Preparing for cross-examination or a motion from a discovery transcript.

Prompt
From the attached transcript, list every factual claim the witness made about [topic].
For each: the claim in one sentence, the page and line numbers, and the exact words.
Group claims by subject. Flag any two claims that appear inconsistent with each other and cite both locations.
Do not add claims the witness did not make. Do not characterize credibility.

What to check: Read the lines around each cited passage. Context frequently changes what a claim means.

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Map answers to the questions in a request

When: Checking whether an answer to undertakings or a discovery response actually answers each request.

Prompt
Here is a list of numbered requests and a document responding to them.
For each request: quote the part of the response that addresses it, say whether the response answers it fully, partly, or not at all, and quote any refusal or qualification.
If a request has no corresponding response, say "no response".
Output a table with columns: Request # | Response quote | Answered? | Qualification.

What to check: Check every "fully"; the model is generous. The "partly" and "no response" rows are where the follow-up letter comes from.

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Draft discovery questions from a document

When: You need a first list of questions to ask a witness about a specific document.

Prompt
Read the attached document. Draft questions for its author on examination for discovery, organized by topic.
Each question should be answerable yes or no or with a specific fact, and should refer to the passage it concerns by page.
Include questions about who else saw the document, when, and what was done in response.
Do not assume facts not in the document.

What to check: This is a starting list, not a sequence. Re-order to your own method and remove questions that invite narrative answers if that is not what you want.

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Research

2 items

Propositions with authorities to verify

When: Starting research on a legal issue with a tool that retrieves authorities.

Prompt
State the legal propositions relevant to [issue] in [jurisdiction], one per line.
For each proposition, cite the authority you rely on with a full citation and a pinpoint, and quote the passage that supports it.
Mark each citation "verify" until I confirm it.
If you are not confident an authority exists or supports the proposition, say so instead of citing it.

What to check: Open every authority in a recognized source. Confirm it exists, confirm the pinpoint, read the passage. Nothing goes into a factum until that is done; check the certification required for the court and document.

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Summarize a decision against your question

When: You have a decision and want to know quickly whether it helps.

Prompt
Read the attached decision. Answer these questions, each with paragraph references:
1. What was the issue?
2. What did the court decide and on what reasoning?
3. What facts did the outcome turn on?
4. Does it address [my question]? Quote the relevant paragraphs.
5. Was it followed, distinguished, or appealed, if the document says?
If the decision does not address something, say so.

What to check: Paragraph references are easy to check and often wrong by one or two; confirm each. Check subsequent history yourself.

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Drafting

3 items

A drafting brief that produces checkable text

When: Any first draft: a letter, a memo section, an affidavit paragraph.

Prompt
Draft [document] for [audience] in [tone].
Use only the facts in the attached material. After every factual statement, add a bracketed reference to its source and page.
Do not invent facts, dates, or quotations. Where a fact is needed but not in the material, insert "[FACT NEEDED: describe]".
Length: about [n] words. Format: [format].

What to check: Strip the bracketed references only after you have checked each one. The "[FACT NEEDED]" markers are the draft's most useful output.

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Revise without changing meaning

When: Tightening a draft without losing facts, conditions, or hedges.

Prompt
Revise the draft below for clarity and length. Keep every fact, date, amount, condition, and qualification exactly as stated.
After the revision, list every substantive change you made and every sentence you removed, so I can confirm nothing material was lost.
Do not change quoted material.

What to check: Compare the facts, not the prose. Look especially for a "may" that became "will" or a condition that disappeared.

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Argue against your own draft

When: Before sending anything important.

Prompt
Here is my draft. Act as opposing counsel. Identify the three weakest points, the facts I have not addressed, and the strongest contrary argument on each point.
Be specific: quote the sentence you are attacking and say what a careful reader would ask.
Do not soften the critique and do not agree with me.

What to check: If the response mostly agrees, the prompt did not work; ask again for the opposing case. Sycophancy is a known tendency.

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Dockets and administration

2 items

Turn notes into time entries

When: End of day; you have rough notes and need clean dockets.

Prompt
Convert these rough notes into time entries.
Each entry: date, matter, duration in tenths of an hour, and a description in the firm's style: [example of your style].
Keep every task I listed; do not merge or drop any. Do not invent durations: where I gave none, write "[time?]".
Do not include anything that reveals privileged content beyond what is necessary to describe the task.

What to check: Your notes should not contain client confidences unless the tool is approved for them. Confirm the total against your day.

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Summarize a long email thread for a file note

When: A thread with many messages that needs a short record.

Prompt
Summarize the attached email thread as a file note.
Give: participants, the date range, each decision or commitment made (with the sender, date, and a quote), and open items.
Keep the order chronological. Do not characterize anyone's motives.
End with a list of attachments mentioned and whether they were included.

What to check: Confirm every quoted commitment against the message it came from, including who actually sent it.

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Agents and workflows

4 items

A bounded brief for an agent

When: Any task you delegate to an agent that can read or change files.

Prompt
Task: [one sentence].
You may: read files in folder [X]; write a new file named [Y]. You may not: modify or delete existing files, send anything, or access the internet.
Steps: 1. [step] 2. [step] 3. [step].
Stop and ask me if: a file cannot be read, a step would change something outside [Y], or you are unsure which of two interpretations is right.
When finished, list every file you read and every action you took.

What to check: The permissions have to be enforced by the tool, not just stated here. Read the list of actions it reports and compare it with what you expected.

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Document inventory agent (a safe first task)

When: A folder of documents that needs a manifest before review.

Prompt
Create an inventory of the documents in folder [X].
For each file: file name, type, page count if available, date created and modified, and the first line of text if the file contains text.
Flag files that could not be opened or that contain no readable text (likely scans needing OCR).
Write the inventory to [X]/inventory.csv. Do not open any file outside [X] and do not change any file.
Report what you did when finished.

What to check: Open three or four files at random and compare them with their rows. Make sure the files flagged as unreadable really are.

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A review-table workflow (Harvey, Legora, or similar)

When: Many documents, the same questions for each.

Prompt
Columns (one question per column), applied to every document in the set:
1. Document date (quote the date line).
2. Parties named (quote).
3. Does the document mention [topic]? Quote the passage, or write "no mention".
4. Any deadline or notice requirement? Quote it with the clause number.
For every cell, give the quote and page. Leave a cell blank rather than guess.

What to check: Review-table tools make checking faster, not unnecessary. Sample cells from every column, and check all "no mention" cells for a sample of documents by searching the text yourself.

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A verification pass by a second model

When: You want an automated first check of a chronology or table before a person reviews it.

Prompt
You are checking the attached table against the attached source documents.
For each row: find the quoted passage at the cited location. Report "found", "not found", or "wording differs" with the actual wording.
Do not fix the table. Do not add rows. Output a table: Row # | Result | Note.

What to check: This finds citation errors, not reasoning errors. A person still reads the rows that matter.

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Checking any output

1 item

The verification checklist

When: Before anything generated goes into real work.

Prompt
Before I rely on this output, list every date, amount, name, quotation, citation, and conditional statement it contains, each with where it came from in the source material.
For any item with no source, mark it "unsourced".
Then list anything in the source material that seems relevant but did not make it into the output.

What to check: Unsourced items get removed or sourced. The last list is where omissions hide, which are the errors that look least like errors.

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Prompts are starting points, not guarantees. Products interpret instructions differently; test a prompt on fictional material before using it on a matter.

Lessons, terms, practical guides and sources ESC