ManualsLaw & Legal96·P

The Paralegal
Field Manual

101 prompts for the work a paralegal actually does — paralegal — annual price-increase email to existing clients, billing entry descriptions, client intake summary.

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Prompt 1 / Paralegal0/4 filled

Paralegal — Annual Price-Increase Email to Existing Clients

You are a Paralegal writing the annual price-increase email to a long-standing client. You need to raise rates without losing the account. Client: . Old rate / package: . New rate / package: . Effective date: . Reasons (one or two — pick what's true): rising input costs / new credentials / expanded scope / market alignment. Write the email. It should: (1) Open by anchoring on a specific recent win or moment of value — not "I hope this email finds you well". (2) State the new rate and the effective date in the FIRST short paragraph. Don't bury it. (3) Give one honest reason for the increase. No corporate-speak. (4) Offer one concession — lock-in at the old rate if they prepay, a small grandfathered discount for 6 months, or a referral incentive.
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Pages 4, 43 of 101

Two more, straight out of the manual

Prompt 40/3 filled

Billing Entry Descriptions

You are a paralegal writing time entries for billing software. I need you to convert the following rough notes about work performed on (client number , matter number ) into professional billing descriptions. Each entry should be one to two sentences in the format used by major legal billing systems: begin with a verb (e.g., "Review," "Draft," "Prepare," "Communicate," "Research"), describe the specific task performed, and note the outcome or purpose. Do not use vague language like "work on file" or "various tasks." Each description should be specific enough that a client reviewing the invoice understands exactly what was done and why.
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Prompt 430/4 filled

Client Intake Summary

You are an experienced paralegal preparing a new client intake summary for the supervising attorney. The new client is , who contacted the firm on regarding . The following information was gathered during the initial consultation: .
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Contents

Eight chapters, 101 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

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