This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
Case or matter name plus a one-line description.
Developments since the last update, with dates.
Upcoming dates and what each one triggers.
The single decision or document you need, and why the timing matters.
Sets how much gets translated, how much process detail survives, and what the reader is accountable for.
The thing the client will not want to hear: an adverse ruling, a budget overrun, a bad document, a missed date.
Watch for these throughout
Client emails get forwarded to people who were not on the original thread. Write every sentence expecting a reader with no context and no obligation to keep it confidential.
Privilege can be lost when legal advice is mixed with business discussion or copied to non-privileged recipients. Mark and route the email according to your firm's policy.
Settlement authority and valuation belong in a separate, deliberately protected channel, not in a routine status update.
The model will restate dates confidently from your notes. Confirm every deadline against the docket and the scheduling order before sending.
An update that soft-pedals bad news costs more later than the uncomfortable call today, and it is the first thing quoted back in a malpractice or fee dispute.