Charleston AI Playbook

Directory / Prompts / Professional services

Plain-English client update

Updated

Problem it solves

Clients get updates full of file language. They need the next step and the date, in words they use.

Best tool

  • ChatGPT (free chat)
  • Claude (free chat)
  • Gemini (free chat)
  • Copilot (free chat)

The free chat is enough for one draft. ChatGPT, Claude, Gemini, and the free Microsoft Copilot chat can each do this. A paid plan only helps if you hit a usage limit. Copilot inside Word, Excel, or Outlook is a separate paid Microsoft 365 feature. You do not need it to try this once.

Copy-paste prompt

Rewrite this case update for a client in plain English, under 100 words, warm but clear about next steps and dates: [paste update]

Replace every [bracket]. If you cannot fill one, delete that line.

Example output

A usable draft is under 100 words, states the next step, and keeps the dates that were in your note. It adds no new fact.

Tips

  • Remove the client name and the matter number before you paste into a general chatbot.
  • The Case Status entry says a staff member reviews each reply before it is sent. Do the same.

Time saved

Estimate: rewriting one update you already wrote is a few minutes of editing. It is not a measured savings across a firm.

How to use it

  1. Copy the prompt. Copy the prompt on this page into a free chat.
  2. Fill every bracket. Replace each [bracket] with a fact from your own notes. If you cannot fill one, delete that line instead of guessing.
  3. Edit before you use it. Put the draft next to the original. Delete any date, fee, or outcome that was not in your note.

Also written on this site

Quoted from another page on this site. If a quote names a time, that figure is an estimate, not a measured result.

Use AI to rewrite updates you’ve already written into plain English. Don’t paste confidential client details into general-purpose tools.

Where this came from