Prompt templates

This library collects prompts that have worked well in real matters. Use them as starting points: copy a template into your scan, swap in your case-specific terms (parties, dates, issues, scope), and validate on a small sample before scaling.

If you are new to writing prompts, read Prompting Overview first, then come back here for working examples.

General

Document-wide tasks that apply across most review types.

• Summarize document — Produce a concise summary suitable for first-pass review.
• Chronology summary — Summarize a document with an emphasis on dates and event sequence.
• Translate content — Translate foreign-language content into the working language of the review.
• Summarized translation — Translate and summarize together for faster triage of foreign-language documents.

Privilege

Identify potentially privileged communications and their supporting context.

• Identify privilege types — Classify documents by privilege category (attorney-client, work product, joint defense, etc.).

Relevance

Assess responsiveness to the issues in your matter.

• Assess relevance — Determine whether a document is relevant to a defined issue.
• Relevance with confidence — Same as above, but with an explicit confidence rating to support QC.
• Relevance and issues — Tag documents both for relevance and for which issue(s) they touch.

Objective coding

Extract structured metadata fields from the document body itself.

• Identify document type — Classify the document into a fixed list of types (contract, email, invoice, etc.).
• Extract dates — Pull all dates mentioned in the document body.
• Extract people — Pull all personal names mentioned in the document body.
• Extract titles — Pull job titles and roles mentioned in the document body.
• Extract "From" addresses — Pull sender addresses from email content.
• Extract "To" addresses — Pull recipient addresses from email content.
• Extract "Cc" addresses — Pull carbon-copy addresses from email content.
• Extract "Bcc" addresses — Pull blind-carbon-copy addresses from email content.

Investigations

Targeted prompts for investigative reviews.

• Comprehensive PII surface forms — Surface unique forms of personal information across the corpus.

Next steps

• Build your own from scratch with Custom Prompts.
• Tune model behavior in Model Settings.
• See how to wire a template into a full review in Workflows.

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