Claude for Lawyers
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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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