Daily WorkflowBeginner
Meeting & Call Prep Brief
Before any call, meeting, hearing, or deposition when you need to get up to speed quickly.
LitigationCorporateFamily LawSolo Practice
The Prompt
I have a [MEETING TYPE] in [TIME UNTIL MEETING]. Generate a one-page prep brief. Meeting type: [e.g., client call, opposing counsel call, deposition, mediation, partner review, court hearing] Participants: [WHO WILL BE THERE] Purpose: [WHAT THIS MEETING IS ABOUT] Background: [PASTE RELEVANT CASE NOTES, PRIOR CORRESPONDENCE, OR KEY DOCUMENTS] Generate: 1. **Situation summary** — 3-4 sentences on where things stand 2. **Key points to make** — the 3-5 things I must communicate or accomplish 3. **Anticipated questions** — what the other side or client will likely ask, with suggested responses 4. **Risks to watch for** — topics to avoid or handle carefully 5. **Desired outcome** — what success looks like for this meeting 6. **Follow-up actions** — what I'll need to do after the meeting
Example Output
A one-page brief with situation summary, talking points, anticipated questions with answers, and follow-up action items.
Tips
- •Paste the most recent correspondence or filing — Claude needs current context, not just background.
- •For client calls, ask Claude to include 'difficult questions the client might ask' with diplomatic responses.
- •Run this prompt 10 minutes before the meeting — it forces you to clarify your own objectives.
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