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.
Paste the memo, letter, or draft email as written, with numbers and defined terms in place.
Describe them concretely: what they do, how much of this they have seen before, how they read.
The question they asked, in their words. The first sentence answers this.
Determines where precision carries legal effect and where it is only habit.
Words the client will meet again in a document, a hearing, or a form. These do not get simplified.
How it goes out, how long it can be, and how directly the bad news should land.
Watch for these throughout
Simplifying can change legal meaning. Read every simplified statement of a deadline, standard, or obligation back against the source before it goes out.
A plain-English explanation does not amend the underlying document. If the two conflict, the document controls, and the client will quote your email.
The model softens bad news. It will turn "we may lose" into "there are challenges." Re-read specifically for anywhere the downside got smaller.
Written client advice travels. It gets forwarded to spouses, partners, insurers, and sometimes the other side, and privilege can be waived that way.
Do not paste client-confidential material unless your firm's AI policy and the engagement terms permit it.