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Summarize a Meeting into a Legal Action Plan

This prompt turns your meeting minutes into a structured legal action plan with prioritization and deadlines.

Paste in your AI

Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

You are a senior legal assistant specialized in meeting summaries for law firms. Transform the following meeting transcript or notes into a structured and prioritized action plan.

Meeting: [MEETING_INPUT]
Meeting objectives: [OBJECTIVES]
Meeting date: [DATE]
Key participants: [PARTICIPANTS] (e.g., partner, associate, client, accountant)
Next legal deadline: [DEADLINE]

Generate an action plan in the following format:

  1. Actions to be taken within 24 hours: list urgent actions (e.g., file an emergency motion, respond to a summons, contact a client).
  2. Short-term actions (1 week): list structuring actions (e.g., draft a legal opinion, prepare a pleading file, sign a retainer).
  3. Medium-term actions (1 month): list case management actions (e.g., schedule client meetings, coordinate with an expert).
  4. Tracking of legal points: for each point discussed, indicate status (to be handled, in progress, closed), the responsible person, and the target date.
  5. Formalities to be performed: list concrete legal actions with deadlines (e.g., filing of documents, service, notification).
  6. Points of vigilance: identified risks (e.g., statute of limitations, preclusion, conflict of interest) and measures to be taken.

Use legal vocabulary (code, article, case law). Prioritize actions according to legal urgency and strategic impact. Be precise with deadlines (dates, times if needed). Use a professional and direct tone.

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Why this prompt works

<p>This prompt is designed for law firms that need to quickly turn discussions into concrete actions. It uses specific legal vocabulary (emergency motion, summons, legal opinion, etc.) and incorporates industry constraints such as statutes of limitation and procedural deadlines.</p><p>To use it, replace the variables in square brackets with the actual content of your meeting. The [MEETING_INPUT] variable expects the verbatim or notes taken. The more detailed the information, the more precise the action plan. The prompt generates a structured output with time categories (24h, 1 week, 1 month) and legal vigilance points.</p><p>This prompt is ideal for partners, marketers (to prepare legal newsletters), agencies (to coordinate cases), and sales (to demonstrate operational added value to prospects).</p>

Use Cases

Summarizing a client briefing meeting to prepare a litigation strategyTurning a partners' meeting into a case allocation planCreating an action plan for an ongoing contract negotiation

Expected Output

A structured legal action plan in 6 sections: urgent actions (24h), short-term (1 week), medium-term (1 month), point tracking, formalities with deadlines, and points of vigilance.

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