AI prompts for legal and compliance teams

Legal & Compliance prompts

• Draft a contract from a term sheetA first-pass commercial contract built from agreed terms, for lawyer review.
• Review a contract and flag risky clausesA risk-ranked issues list, suggested redlines, and questions before you sign.
• Compare clauses across contract versionsSide-by-side comparison of what changed between drafts and why it matters.
• Write a legal research memoAn issue–rule–analysis–conclusion memo on a legal question.
• Assess the impact of a regulatory changeWhat a new rule requires, who it affects, and what must change.
• Draft a data protection impact assessment (DPIA)A DPIA draft for a new system or process handling personal data.
• Update a privacy notice and records of processingAligns your privacy notice and processing records with what you actually do with data.
• Review documents for due diligence red flagsA due diligence document review with red flags and follow-up questions.
• Write a board paper or governance briefingA board paper with context, options, recommendation, and resolution wording.
• Summarize a contract and its obligations in plain EnglishWhat you've agreed to: obligations, dates, money, and risks — for non-lawyers.
• Summarize a case or regulationSummarizes case law or regulations with holdings, reasoning, and implications.
• Build a compliance checklist and control mapMaps obligations to controls, gaps, owners, and remediation.

See all 128 Legal & Compliance prompts

Projects & Operations prompts

• Analyze spend and find savingsCategorizes spend and identifies cost-saving opportunities.
• Write a procurement category strategyA sourcing plan for a spend category: market, needs, options, and roadmap.
• Review supplier performance (QBR pack)A supplier performance review with KPIs, issues, and improvement actions.
• Build a contract-to-close timeline with every deadlineA dated transaction checklist covering contingencies, earnest money, appraisal, loan, title, and closing, with owner and reminders.
• Create a step-by-step checklist to register and open my businessAn ordered setup checklist covering registration, tax IDs, bank account, domain, and basic legal pages.
• Write a procurement plan for a projectA project procurement plan with make-or-buy decisions, sourcing methods, contract types, a lead-time schedule, risks, and roles.
• Plan for a regulatory exam or external audit with a request trackerBuilds a readiness plan for an upcoming exam or external audit, with a document request tracker, owners, and prep for interviews.
• Turn a client brief into a statement of work with clear exclusionsA statement of work with objectives, deliverables, acceptance criteria, assumptions, and exclusions that prevents scope arguments later.
• Brief a subcontractor or white-label partner on client workA brief that sets a subcontractor up to deliver to my standard, with scope, quality bar, client contact rules, and confidentiality.
• Get quotes and compare venues for an offsite or leadership retreatA venue brief to send out, a scored comparison of the quotes that come back, and the questions to ask before booking.
• Set up a smooth visitor check-in processA visitor process covering pre-arrival info, reception check-in, badges, hosting, and data privacy, plus the visitor welcome email.
• Write a closed-won handoff from sales to customer successA complete handoff document so the customer success or implementation team starts with everything the buyer was told and expects.

See all 203 Projects & Operations prompts

Finance & Accounting prompts

• Evaluate a small business I'm thinking of buyingA structured first-pass assessment of a business for sale: earnings quality, risks, valuation sense-check, and the questions to ask the owner.
• Write a technical accounting memo on revenue recognitionApplies the five-step revenue model to a contract and drafts a position memo with judgments, alternatives, and open questions.
• Write an appeal letter for a denied medical claimA point-by-point appeal that answers the payer's denial reason with policy criteria and documentation, plus a check on whether a corrected claim is faster.
• Audit freight invoices for overcharges and billing errorsChecks carrier invoices against contracted rates and shipment data, totals the overcharges, and drafts the dispute.
• Prepare a progress billing pay application with retainageA schedule of values and monthly pay application that matches work in place, handles retainage and stored materials, and avoids rejection.
• Check loan covenant compliance and draft the lender certificateCalculates each financial covenant from the loan agreement's definitions, shows headroom, and drafts the compliance certificate.
• Set payment terms, deposits, and late fees for client workPayment terms that protect my cash flow, with deposit rules, milestones, late fees, and wording for contracts and invoices.
• Review EBITDA adjustments for credibilityA line-by-line test of adjusted EBITDA add-backs with support needed, risk rating, and a defensible adjusted figure.
• Apply ASC 606 revenue recognition to my SaaS contractsA worked revenue schedule for subscriptions, setup fees, and services, with performance obligations and journal entries explained.
• Write a firm but friendly collections sequence for overdue invoicesCreates escalating reminder emails and a call script based on the aging of each overdue customer account.
• Choose a fair method to allocate shared overhead costsCompares allocation bases for shared costs across departments, products, or locations and shows the results and trade-offs of each.
• Draft a delegation of authority and approval matrixAn approval matrix that sets who can commit spend, sign contracts, and approve transactions, with limits by role.

See all 117 Finance & Accounting prompts

Working with AI prompts

• Write a responsible-AI policyAcceptable use, data handling, review requirements, and accountability for AI in your organization.
• Write an SOP for my team to use AI safelyA step-by-step operating procedure so a whole team can use AI on the same task consistently, safely, and with review built in.
• Write an operating contract for an AI agentDefines an AI agent's objective, scope, what it can and cannot do, success measures, and who owns it.
• Run a risk check on an AI-assisted workflow before rolloutBuilds a risk register for an AI workflow covering accuracy, data privacy, bias, security, compliance, and over-reliance, with controls.
• Write a law firm policy for using generative AI on client workA practical firm policy on generative AI that covers confidentiality, verification of citations, supervision, billing, and client disclosure.
• Check whether a task is appropriate for AI before I startA go/no-go screen that says, step by step, whether AI should do the work, assist you, or stay out, and why.
• Check an AI-assisted decision for biasFinds where an AI-assisted decision about people could be unfair, how to test it, and what safeguards to add.
• Create an audit trail for an AI-assisted processDefines what to record, what evidence to keep, and for how long whenever AI is used in a work process.
• Plan what to do when AI gets something wrong at workAn escalation path for AI errors: how to spot, contain, report, fix, and learn from mistakes made with AI tools.
• Flag the parts of an AI answer that need an expert to reviewMarks which parts of an AI answer need legal, financial, technical, medical, or other expert review, and what to ask that expert.
• Decide which decisions in my role should always stay mine, not AI'sSorts the decisions you make into ones you own, ones AI can prepare, and ones AI can handle, with a personal rule set.
• List what company data I must not enter into an AI toolA clear red, amber, and green guide to which of your work data can go into a specific AI tool, and on what conditions.

Email & Workplace Communication prompts

• Hold a vendor accountable for a missed project milestoneA firm, factual message to a vendor about a missed milestone that requests a recovery plan and protects your contractual position.
• Write a work apology email that owns the mistake without over-explainingDrafts a professional apology that takes responsibility, states the fix, and rebuilds trust without groveling or excuses.
• Handle a client asking for work outside the contractA response to scope creep that protects the relationship while getting extra work paid for or traded off.
• Summarize a security incident for executivesTurns technical incident details into a clear leadership briefing on impact, actions, decisions needed, and next update.
• Write a delay notice that protects my right to a time extensionA timely, factual written notice of delay that meets contract requirements and documents cause, impact, and requested relief.
• Write a plain-English matter update letter for a clientA periodic client update on where their case or deal stands, what is next, expected costs, and any decisions they need to make.
• Get a slow client to send feedback and approvals on timeMessages and a timeline-impact note that move a stalled client approval forward without sounding passive-aggressive.
• End a difficult client relationship professionallyA plan and message to part ways with a client cleanly, covering timing, contract terms, handover, and final payment.
• Tell my board about a missed target or serious problemA prompt, candid board update on bad news with cause, impact, plan, and what you need from directors.
• Write instructions to outside counsel for a new matterCreates a clear engagement brief covering the question, facts, deliverables, budget, and communication rules so the firm starts efficiently.

Customer Support prompts

• Build a QA scorecard for support conversationsA rubric to review and coach customer interactions consistently.
• Notify customers about a product recall or safety issueRecall email, store and website notice, support script, and staff brief that state the hazard and remedy clearly and calmly.
• Write a compliant collections call script for overdue accountsA debt collection call script with required disclosures, hardship options, and phrases to avoid under collection rules.
• Respond to a customer complaint at a bank or financial firmA fair, compliant complaint response that addresses each issue, explains the outcome, and states the customer's escalation rights.
• Respond to a customer privacy or data deletion requestA clear acknowledgment and process checklist for requests to access, correct, or delete personal data.
• Write a service level policy for our support teamClear response and resolution targets by priority and channel, with priority definitions and what happens when a target is missed.
• Handle a customer card or payment dispute within required deadlinesA bank-side dispute handling plan with deadlines, provisional credit decisions, and clear customer letters.
• Resolve a billing dispute with a customerA clear reply and resolution plan for a customer disputing a charge, grounded in the contract and the facts.

Thinking & Decisions prompts

• Decide whether to scrap, rework, or use nonconforming partsA Material Review Board recommendation on nonconforming material, weighing risk, cost, and customer approval, with the disposition written up for the record.
• Get and compare contractor quotes for a home projectA clear scope to send contractors, questions to ask, and a side-by-side comparison to choose the right quote.
• Run a go/no-go readiness review before launchA readiness scorecard and meeting script that turns launch evidence into a clear go, conditional go, or no-go call.
• Evaluate a rental apartment before I sign the leaseA viewing checklist, questions for the landlord, and lease red flags to check before committing.
• Decide whether to outsource a process or keep it in-houseA structured make-or-buy analysis covering cost, control, risk, and transition for an operational process.
• Choose the right delivery approach: agile, waterfall, or hybridAssesses your project's characteristics to recommend a delivery approach, with the practices and governance to match.
• Split a decision into reversible and irreversible partsSeparates the one-way-door parts of a decision from the two-way-door parts, so you can move fast on one and slow down on the other.

Sales prompts

• Turn a SaaS pilot or proof of concept into a paid contractA pilot plan with agreed success criteria, a conversion path to a paid contract, and the check-ins that keep it on track.
• Pitch my product to a retail buyer to win shelf spaceA buyer-focused pitch, sell sheet, margin table, and test proposal for getting a consumer product stocked by a retailer.
• Build a mutual action plan with a buyer to close on timeA shared, dated close plan with the buyer covering every step to go-live, written so the buyer will actually use it.
• Write a statement of qualifications for a public-sector design contractA qualifications-based submittal for an architecture or engineering selection, organized around the agency's evaluation criteria.
• Keep a deal moving through security and legal reviewA plan to anticipate security questionnaires, contract redlines, and procurement steps so late-stage deals close on time.
• Price a legal matter as a flat or alternative feeTurns past matter data and a scope into a flat, phased, or capped fee proposal with assumptions, change triggers, and margin check.
• Find government contracts that fit my business or expertiseA search plan, list of portals, and bid/no-bid checklist for public contract opportunities that match what you offer.

Business Strategy & Startups prompts

• Plan how to start a nonprofit organizationA step-by-step launch plan for a nonprofit: mission, legal setup, board, first funding, operations, and measuring impact.
• Decide whether to build, buy, or partner for a capabilityA side-by-side recommendation on building in-house, buying a vendor tool, or partnering, with total cost and risk.
• Plan a telehealth service and decide what can safely be done remotelyA clinically grounded plan for a telehealth or remote-assessment service: what works remotely, workflows, tech, and compliance.
• Write a farm business plan for a loan or grant applicationA lender-ready farm business plan with production, market, and financial sections, flagging every figure you still need to supply.
• Decide whether to pursue an RFP for my professional services firmA go/no-go scorecard for a proposal opportunity that weighs win probability, fit, capacity, risk, and pursuit cost.
• Prepare a data room and SaaS metrics pack for fundraisingA due-diligence-ready data room index and metrics pack, with the definitions investors will check and the gaps to fix first.
• Agree on co-founder roles, equity, and decisions in writingA structured discussion guide and term summary for co-founders to take to a lawyer before signing anything.

HR & Hiring prompts

• Draft an HR policy or handbook sectionClear, fair policy drafts for the handbook — leave, remote work, conduct, data, and more.
• Write a clear offer letter for my chosen candidateA warm, accurate offer letter and cover email, plus a checklist for everything between the candidate's yes and day one.
• Design a relocation and international assignment support packageSets out what support to offer relocating employees, the legal, tax, and retention risks of leaving gaps, and how to manage them.
• Agree a statement of work and contract terms with a freelancerA milestone-based statement of work plus the freelancer-specific terms to settle first: IP ownership, kill fee, licensing, and contractor status.
• Protect employee data with an HR data privacy planA checklist of controls, retention rules, and an employee privacy notice outline for the HR data your company holds.
• Train hiring managers to run fair, effective interviewsA short interviewer training session with practice exercises, do's and don'ts, and a quick reference card.

Personal Life & Wellbeing prompts

• Understand an official letter and what I need to do nextTurns a confusing letter from an agency, bank, insurer, or court into plain words, the deadline, and a step-by-step action list.
• Respond safely to a debt collection letter or callHelps you check whether a debt is real, respond in writing without making it worse, and know where to get free help.
• Track change orders and costs during my renovationA simple cost tracker and change-order process so surprises are agreed in writing and you always know where the budget stands.
• Cancel a subscription or membership that's hard to quitA cancellation plan and written notice for a gym, service, or subscription that makes leaving difficult, with fallback steps if they refuse.
• Write a repair request to my landlordA clear, polite, and documented repair request that gets action, plus a follow-up if nothing happens.
• Organize my financial documents so my family could find themA checklist and simple system to organize accounts, policies, and key papers so a trusted person could step in if needed.

Learning & Teaching prompts

• Adapt training content for learners in other countriesA localization plan and adapted content that goes beyond translation to fix examples, culture, regulations, and format.
• Turn a compliance policy into engaging mandatory trainingConverts a dry policy into scenario-driven compliance training that changes behavior and still meets audit requirements.
• Build an on-the-job training checklist and skills sign-offA structured OJT plan and observed-skills checklist so a trainer can teach, check, and sign off hands-on competence.
• Create scenario-based compliance training questionsWrites realistic workplace scenarios with answer options and explanations that test judgment, not memory of policy wording.
• Plan a phishing simulation campaign and follow-up trainingDesigns an approved phishing test program with realistic scenarios, metrics, and supportive training for people who click.

Marketing & Brand prompts

• Respond to a PR or social media crisisHolding statements, response plans, and messages when something goes wrong publicly.
• Adapt a marketing campaign for another country or cultureA transcreation and localization plan that adjusts message, visuals, offers, channels, and legal details for a new market.
• Choose a marketing agency with a fair scoring processA shortlist brief, pitch questions, and weighted scorecard to select an agency on evidence rather than chemistry.
• Write a TV or radio spot timed to length with legal supersA two-column broadcast script timed to 15, 30, or 60 seconds, with supers, disclaimers, and a pre-clearance checklist.

Product & UX Design prompts

• Check my iOS app for App Store rejection risksPre-submission compliance check against Apple's App Store Review Guidelines.
• Plan a feature sunset and customer migrationA deprecation plan with usage analysis, timeline, migration path, and communications for every affected group.

Writing & Editing prompts

• Write a staff report recommending action to a council or boardA council or board staff report with background, analysis, fiscal impact, options, and a recommended motion elected officials can act on.
• Escalate an unresolved complaint to a regulator or ombudsmanTurns a complaint a company ignored into a well-organized escalation to the right ombudsman, regulator, or consumer agency.

Content & Social Media prompts

• Write a law firm client alert on a new law or rulingA timely, skimmable client alert explaining what changed, who it affects, and what to do now, with the disclaimers a law firm needs.
• Create an employee advocacy kit with ready-to-share postsA simple kit that makes it easy for employees to share company news in their own voice, with guidelines.

Productivity & Planning prompts

• Build my first-year compliance and admin calendarA month-by-month calendar of filings, renewals, tax dates, and admin tasks so nothing gets missed in year one.
• Design a shared-drive folder structure and naming conventionA logical folder structure, file naming rules, and access guidance so the team can find documents in seconds.

Leadership & Management prompts

• Lead the executive response in the first 72 hours of a crisisA structured crisis response plan covering facts, decisions, stakeholders, and communications for a CEO in the first three days.
• Design a coverage model for my customer accounts by tierSegments accounts into high-touch, mid-touch, and tech-touch tiers with engagement rules and realistic workloads per CSM.

SEO & Website prompts

• Draft website policies: terms, privacy, cookies, disclaimersFirst drafts of standard website policies to review with a lawyer.

Career & Job Search prompts

• Negotiate the non-salary terms of a job offerA plan and wording to negotiate title, remote work, start date, time off, and other terms beyond base pay.

Software Development prompts

• Protect my AI chatbot or LLM feature from prompt injection and data leaksA layered security plan and code-level checklist for LLM endpoints: injection defenses, data leakage controls, abuse limits, and logging.

Research & Summaries prompts

• Run an emerging risk scan for my risk committeeIdentifies and assesses emerging risks relevant to my organization, with signals to watch and suggested actions for the committee.

Data & Analysis prompts

• De-identify a dataset before sharing itA plan to remove or mask personal data in a dataset while keeping it useful for analysis, including re-identification risk checks.