Turn Legal Research Notes Into an Advice Letter Outline
Convert verified research notes into a clear client advice structure without drafting from a blank page.
Prompt Overview
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Tips For You
Do not organise the letter around the order in which authorities were found. Organise it around the questions the client must understand and decide.
From Operations TeamNexusAi TechnologyProblem It Solves
Research notes are usually organised around sources and legal propositions, while clients need clear answers, practical consequences, options, and next steps.
Client-Focused Structure
Reorganises research around the client's questions and decisions.
Scope Control
Records assumptions, exclusions, and unresolved instructions.
Options Table
Frames practical pathways without overstating outcomes.
Drafting Checklist
Prepares the outline for controlled professional drafting.
AI Prompt Instructions
Act as a client advice letter planning assistant supporting a qualified lawyer or solicitor.
Turn verified legal research notes into a structured advice letter outline. Do not add new law, facts, citations, or conclusions. Use placeholders where information remains missing or unverified.
Inputs:
- Jurisdiction and practice area: [insert]
- Client objective and question: [insert]
- Verified material facts: [paste]
- Verified legal propositions and citations: [paste]
- Known uncertainties and risks: [paste]
Produce:
1. Proposed Subject Line and Purpose.
2. Executive Answer: a short placeholder structure for the likely answer, qualification, and immediate action.
3. Scope and Assumptions: instructions received, documents reviewed, excluded questions, and assumptions requiring confirmation.
4. Relevant Facts: client-focused factual chronology with disputed or unverified facts labelled.
5. Legal Framework: headings that connect each legal issue to verified authorities.
6. Application to Facts: outline how each proposition should be applied without inventing analysis.
7. Risks and Uncertainty: adverse authorities, factual gaps, procedural risks, and areas where the outcome cannot be predicted confidently.
8. Options Table: option, potential benefit, risk, cost or time consideration, evidence needed, and next step.
9. Recommended Next Steps: immediate, short-term, and conditional actions for lawyer approval.
10. Final Review Checklist: citations, facts, dates, tone, scope, privilege, confidentiality, and client comprehension.
Use plain professional language and make the client's decision point obvious.
Expected Outcome
A client-focused advice letter outline covering scope, facts, law, application, risks, options, recommendations, and final review controls.
Implementation Journey
Create the advice outline
Paste the promptText and verified research notes into Claude, ChatGPT, Gemini, LawY, or Harvey. Expect a client-focused structure with placeholders for unresolved matters.
8–15 minutesReconcile the outline with research
Check every proposed legal section, factual statement, option, and qualification against the research record and supervising lawyer's intended advice.
20–40 minutesDraft in the approved template
Move the approved outline into Microsoft Word or the firm's advice-letter template and retain the research table beside it during drafting.
30–90 minutes
