Add a plain-English summary to your client-care letter template

Clients rarely read long client-care letters. A one-page summary of who's handling their matter, costs and how to complain improves understanding.

A free AI chat tool using your blank template only, or your firm's approved AI tool

Steps

1. Take a blank client-care letter template with no client details.
2. Run the prompt below.
3. A supervising solicitor checks the summary matches the letter and your regulator's requirements.
4. Add it as a cover page to the template.

The exact prompt

Summarise this blank client-care letter template into a one-page plain-English summary.
Sections: who's handling your matter and their supervisor (placeholders), what we'll do and won't do, how we charge and estimate costs, what we need from you, how to complain.
Under 300 words, reading age about 12. Use only what's in the template. Add: "This summary doesn't replace your client-care letter."

Template:
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