Your next client update, drafted from the facts of the file.
Thirty-five templates for the writing that eats a firm's afternoons: status updates, intake follow-ups, document chasers, fee explanations, engagement letters. You fill in the matter, the development, the deadline, and what you need from the client. Your AI drafts it in plain English, in the order a client reads it. The attorney reviews and sends. About three minutes to a draft.
Drafts land in ChatGPT · Claude · Gemini · the AI your firm already pays for. The attorney reviews before anything leaves the office.
a client reads them
$10 each seat after
If you typed one of these between client calls, this is the page.
- how to write a case status update email to a clientClient Status Update Email
- follow up email after a legal consultation with a new clientNew Client Intake Follow-Up
- how to explain a legal bill to a client who thinks it's highBilling & Invoice Explanation Communication
- engagement letter for a new client, flat feeNew Client Welcome & Engagement Letter
- letter to a client about documents still outstandingDocument Request Follow-Up Letter
- how to explain the divorce process to a client in plain EnglishLegal Process Explanation Letter
- conflict check procedure before opening a new matterMatter Intake And Conflict Check SOP
- how to get past clients to refer new clients to my firmClient Referral Program Playbook
- client satisfaction survey for a small law firmClient Satisfaction Survey Program
Nine of thirty-five. Client updates, intake, billing, engagement, process explainers, firm operations, and growth, front desk to partner review.
What goes in the blanks. What comes back for review.
Drafted the way your paralegal would draft them: the facts of the matter in the blanks, one run on the AI, not edited afterward. The clients and the firms are invented. The work product is not.
A discovery-phase update a personal injury client can act on
Where we stand
We are in the discovery phase. Meridian Mutual has answered the complaint and denied liability, standard at this stage, and we have served our first set of written questions and document requests to them.
Recent developments
On August 14 we received the full police report and the city's intersection camera footage, which clearly shows the other vehicle entering on red. Dr. Patel's office has supplied complete treatment records through July 30; your documented medical bills now total $31,240.
What's next & timeline
Meridian must provide written responses by September 12. Once we have those answers, we will schedule the other driver's deposition, likely in early October, and then send a formal settlement demand, probably late October.
What we need from you (action required)
- All physical therapy receipts for August.
- Your employer's letter confirming 11 missed work days.
Please upload these documents to the client portal or email them to our paralegal, Tom Reyes, no later than September 5.
Plus the subject line, the greeting, when the client hears from you next with an invitation to call, and the firm's one-line disclaimer: the update reflects the matter as of today, timelines are estimates, no outcome is promised. Under 200 words, five sections, in the order a client reads them.
The follow-up after an estate planning consultation, with the document checklist
Thank you for meeting with me on Tuesday, August 19. It was a pleasure learning about your family's priorities: naming a guardian for Sofia (9) and Mateo (6), keeping your Linden Court home out of probate, and ensuring Elena's mother can remain in the house if anything happens to both of you.
Documents we need (please upload via the client portal or email)
- Deed to the house on Linden Court
- Most recent statements for both 401(k)s, the joint brokerage account, and the two life insurance policies
- Current beneficiary designations for each of those accounts
- Full legal names, dates of birth, and mailing addresses for Ana, Daniel, and Elena's mother
- Latest mortgage statement
Next steps & timeline
| Step | What happens |
|---|---|
| 1 | We receive the documents, then draft preparation (2 weeks or less) |
| 2 | Review meeting (in person or video) to walk through drafts, make revisions, and set a signing date |
| 3 | Signing: two witnesses plus notary (provided in our office) |
Retainer / fee
Our flat fee is $2,800 for the complete package. The engagement letter and fee agreement are attached; please e-sign at your earliest convenience. An initial payment of $1,400 is due upon signing; the balance is payable at document execution.
Plus the subject line, the recap of the trust-and-pour-over-wills plan and the guardian and trustee picks, the four-to-six-week estimate, and the direct-contact close with Priya's line, email, and the portal. Under 200 words.
A $6,830 July invoice, explained line by line to a business client
What we did, item by item
| Hours | Service and value delivered |
|---|---|
| 9.2 h | Review and markup of Kessler Industrial's revised supply agreement, three rounds of redlines. We identified and corrected language that could expose you to excess liability, ensured the pricing schedule matched your expectations, and preserved key protection clauses. |
| 4.1 h | July 22 negotiation call with Kessler counsel and preparatory memo. We outlined our negotiating position, highlighted risk areas, and drafted talking points. |
| 4.8 h | Response to the county's notice on the stormwater permit for the Route 9 expansion. We analyzed the notice, prepared a written response, and coordinated filing. |
| $6,830 | 24.4 h at $275 = $6,710, plus $120 county filing and courier |
Why one item took longer than expected
The supply agreement with Kessler was estimated at 4 to 5 hours, but the final effort was 9.2 hours. After the first two rounds of redlines we believed the limitation-of-liability and indemnity sections were settled. Kessler's counsel then sent a third round that reopened those provisions and introduced subtle changes that were not flagged in their track changes. Each new set required us to reread the entire document, compare it against prior versions, and verify that no unintended exposure remained.
Payment options
- Net 30, payment due by September 30.
- Check or ACH, banking details are on the attached invoice.
- Credit card via our client portal, a 3% processing fee applies.
If spreading the July balance helps, we can split it into two equal installments due August 30 and September 30, just reply to this email indicating your preference.
Plus the opening that states the invoice, period, and total plainly, the machinist agreements row, what to expect in August with the $1,500 to $2,500 estimate, and a close that offers a call. Five sections, no apology for the bill, the value explained.
Three steps. No prompt writing, no billable time lost.
Pick the matter's next letter
Status update, intake follow-up, document chaser, fee explanation, engagement letter, process explainer. Search it the way you'd say it to your paralegal: "the Okafor update" or "the flat-fee engagement letter".
Fill in the facts of the file
Six to ten blanks: the client, the matter type, what happened, what comes next, what you need from them and by when. Chips for the common answers, your own words for the rest. Nothing privileged you would not put in an email.
Your AI drafts. The attorney reviews.
Ultra Prompt builds the expert prompt and hands it to ChatGPT, Claude, or Gemini. The draft comes back in plain English with the firm's disclaimer at the bottom. The attorney reads it, edits it, and sends it, same as a paralegal's draft.
Templates handle the letter. An agent handles the desk.
The same facts you type into a template can live inside an AI agent that knows your firm, your practice areas, your fee structures, and your communication standard, so the next status update, the next intake follow-up, and the next fee letter start from your rules instead of from a blank chat. Three agents a small firm actually needs:
The Status Update Desk
Carries your firm's style guide, your disclaimer, and your reading-grade rule. Paste the docket note and the next deadline; it drafts the client update in your voice and flags any sentence that promises an outcome.
Runs in Claude Projects, a Custom GPT, or a local modelThe Intake Follow-Up Clerk
Knows your fee menus, your engagement letter terms, and the document checklist for each matter type. Say who came in and what for; it drafts the follow-up, the checklist, and the retainer note for the attorney to review.
Runs in your phone, through the AI you already useThe Fee Explainer
Holds your rates, your billing practices, and your payment options. Paste the invoice lines and the item that ran long; it drafts the plain-English walkthrough and the installment offer, no apology, value explained.
Runs in Gemini, ChatGPT, or ClaudeHal, the client desk for law firms, is being built.
Hal is in the build lane now and goes through the same certification every showroom agent passes before the door opens. Meanwhile, the live agents are open to everyone.
See the showroomBuild the firm's Status Update Desk in an afternoon.
Agent Studio is in every Pro and Business seat. Describe one agent: it knows your practice areas, your fee menus, the engagement letter terms, the firm's disclaimer, and the rule that no sentence promises an outcome. Paste in the docket note, the next deadline, and what you need from the client; it hands back the status update in the firm's voice, with the action items and the date, ready for the attorney to review. Export it in the format your platform speaks: Claude Projects, a Custom GPT, Gemini Gems, Copilot, or a local model on your own machine. It runs on the AI you already have. Nothing to host, nothing for IT to approve.
Open Agent StudioOr have it built around your practice.
A custom build is one conversation about your practice and the five client communications you write most, then an agent brief written for your firm, exported to the AI you use, and a walkthrough with your office. From $450, one time, on your own account.
Ask about a custom buildFiles are yours to keep. The library, updates, and support ride the subscription.
Two ways in. Both honest.
The whole Law Firms library, every other industry library, and full Personal Pro for each seat. Add associates, paralegals, or the front desk at $10 a seat, up to 15. One invoice.
- The whole Law Firms library, plus all ten industry libraries
- Full Personal Pro on every seat: 1,000+ templates for the rest of life
- Agent Studio, Power Creator, Pipelines and Playbooks
- $10 a seat after the first, up to 15, one invoice
No account needed to look. Ready now? Subscribe and open the full library. Cancel anytime.
Your updates, your letters, your voice: a set built for one firm, delivered in a sitting, that your whole office uses on your own account. Tell us the practice areas and the five communications you write most.
Talk to SeanThe questions partners and office managers ask first.
Is this legal advice, and who is responsible for what goes out?
No. It drafts client communication from the facts you give it, and a licensed attorney at your firm reviews every draft before it leaves the office, same as with a paralegal's draft. Every law firm template closes with that instruction.
Will it invent case citations, statutes, or deadlines?
It writes from what you give it and says plainly when something is not provided, rather than invent an authority, a rule, or a date. Models still slip (one of our test renders named a state we never gave it), so the attorney cite-checks anything that looks like law before it goes out.
What about client confidentiality?
Ultra Prompt builds the prompt and sends it to the AI you already use; it does not store the client facts you type. Keeping privileged or identifying details out of a prompt is your call and your firm's policy, the same call you make with any outside tool.
Do I need ChatGPT or Claude to use this?
Yes, one of them, and the free tier of any of them works. Ultra Prompt builds the prompt and sends you there with it. You never paste anything by hand unless you want to.
How is this different from just asking ChatGPT?
You can ask ChatGPT for a client update and get a generic one. These templates ask for what a client will actually call about: what changed, what comes next, what you need from them and by when, the disclaimer at the bottom. The difference is what they make you say.
Can my paralegal and the front desk use it too?
Yes. Business seats are $10 each after the first, up to 15, on one invoice. Everyone gets the full library and Agent Studio, and the attorney still reviews what goes out.