AI Prompting Toolkit for PI Attorneys

Legal AI Prompts That Actually Work

Interactive tools, copy-paste templates, and research-backed frameworks to get reliable results from AI—without the hallucinations.

"You shouldn't use these tools with no human oversight, but a person using this has a jetpack now."

— Daniel Martin Katz, Chicago-Kent College of Law

Copy & Paste Ready

Prompt Templates for PI Workflows

Production-ready prompts for common personal injury tasks. Each includes citation requirements, uncertainty handling, and defense-awareness.

See the Difference

Before & After: Generic vs. Optimized Prompts

The same task can produce wildly different results depending on how you prompt.

Task: Analyzing patent infringement requirements
Generic Prompt
What are the requirements for patent infringement?

Issues:

  • No jurisdiction specified
  • No time frame for precedent
  • No output format defined
  • No citation requirements
  • Open-ended question invites generic response
Optimized Prompt
You are a patent litigation analyst.

TASK: Provide a structured analysis of the elements required to establish direct patent infringement under 35 U.S.C. § 271(a).

SCOPE: Federal Circuit decisions from 2022–2025

ANALYSIS REQUIREMENTS:
1. Include the standard of proof for each element
2. Distinguish between literal infringement and the doctrine of equivalents
3. Cite three recent leading cases with full citations

OUTPUT FORMAT: Structured memo with numbered elements

CONSTRAINT: If any element lacks clear precedent, note: "REQUIRES FURTHER RESEARCH"

Improvements:

  • Defines specific role (patent litigation analyst)
  • Specifies exact statute (35 U.S.C. § 271(a))
  • Limits timeframe (2022-2025)
  • Requires specific output format
  • Mandates citations with clear standard
  • Includes uncertainty handling

Result: Produces defensible, citable analysis instead of generic overview

Adapted from US Legal Support prompt engineering research

Risk Management

Security & Compliance Checklist

ABA Formal Opinion 512 (2024) requires lawyers to have a "reasonable understanding" of AI capabilities and limitations. These practices help you stay compliant.

Never Include PII or Privileged Data

Even with "zero-retention" promises, never enter client names, SSNs, account numbers, or attorney-client privileged communications.

Do

  • Use pseudonyms: "Client A" or "[PLAINTIFF]"
  • Redact identifying information before upload
  • Create sanitized versions of documents for AI analysis

Don't

  • Include full names, addresses, or contact info
  • Upload documents with SSNs or financial account numbers
  • Paste privileged attorney communications

Verify Every Citation

AI models hallucinate citations at alarming rates. Every case, statute, and regulation must be independently verified.

Do

  • Cross-reference every citation in Westlaw/Lexis
  • Check that quotes match actual source text
  • Verify cases haven't been overruled or distinguished

Don't

  • File any AI-generated citation without verification
  • Assume case names and citations are accurate
  • Trust AI summaries of holdings without reading originals

Maintain Audit Trails

Document your AI usage for ethics compliance and malpractice defense. ABA Opinion 512 requires "reasonable understanding" of AI tools.

Do

  • Log which prompts were used for each task
  • Track which outputs required correction
  • Document your verification process

Don't

  • Use AI without any record of interaction
  • Claim AI output as entirely your own work
  • Ignore jurisdiction-specific disclosure requirements

Human Review Is Non-Negotiable

Per Florida Bar Advisory 24-1, supervising AI is equivalent to supervising a paralegal. Final judgment must be yours.

Do

  • Review all AI output for accuracy and tone
  • Assess whether conclusions fit your case strategy
  • Make independent judgments on legal questions

Don't

  • Submit AI drafts without substantive review
  • Let AI make strategic decisions for your case
  • Delegate legal judgment to any tool

Recent AI-Related Sanctions

These attorneys learned the hard way—verification isn't optional:

Mata v. Avianca (2023)S.D.N.Y.

Issue: Six fabricated case citations from ChatGPT

Result: Attorneys sanctioned $5,000 jointly, required to notify affected judges

Texas Bankruptcy Matter (2025)Bankr. E.D. Tex.

Issue: 32 fabricated citations including fake case "Brasher v. Stewart"

Result: 6 hours mandatory AI ethics training

Lindell Defamation Litigation (2025)D. Minn.

Issue: Nearly 30 defective citations, including nonexistent cases

Result: Lead counsel admitted using AI without verification

Expert Perspectives

What Legal AI Leaders Are Saying

"You shouldn't use these tools with no human oversight, but a person using this has a jetpack now."
C

Daniel Martin Katz

Professor of Law, Chicago-Kent College of Law

Core Techniques

Prompting Frameworks That Reduce Hallucinations

These patterns are derived from legal AI research and designed to improve citation accuracy and reduce hallucinations.

IRAC Prompting

Force the model into formal legal reasoning structure. Structured legal prompts consistently outperform generic approaches on legal reasoning tasks.

ISSUE: Identify the specific legal question

RULE: Quote the statute or precedent exactly as provided

APPLICATION: Apply the rule explicitly to the facts

CONCLUSION: State the outcome based only on the application

Example Prompt Snippet

"Analyze using IRAC: If no relevant rule is found in context, output INSUFFICIENT_CONTEXT."

Avoid These Mistakes

Common Pitfalls in Legal AI Prompting

Learn from the mistakes that have led to sanctions, malpractice claims, and wasted hours.

Mistake

Using generic AI without citation verification

Fabricated case citations in court filings

Use legal-specific AI with source linking and citation whitelists

Case: Mata v. Avianca (2023): NY attorneys fined for 6 fake cases

Mistake

Treating AI output as final work product

Logical fallacies and misapplied precedent slip through

Implement "Partner Review" step—run adversarial critique before finalizing

Mistake

Prompting without jurisdiction constraints

AI cites NY law for a California case

Always specify jurisdiction in prompts and filter retrieval results

Mistake

Using open-ended "summarize this" prompts

Vague outputs missing key legal elements

Force structured output with IRAC or element-by-element analysis

Understanding AI Prompts

Legal Prompt Writing 101

This instructional video showcases why AI prompts matter in your day to day legal work. Learn how to write strong prompts so you can get the most accurate and most reliable answers. Discover real-world examples from our customers and their prompting journey.

Watch the full video
Precedent
Skills Session

Prompt
Engineering
101

"AI should liberate lawyers to do more of the real work of lawyering, not less."

— David G. Yosifon, Santa Clara University School of Law

Want AI That Doesn't Require Prompting?

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