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Paralegal Prompt: Case Chronology and Exhibit List From Docs

Turn de-identified document summaries with Bates numbers into a case chronology, conflict and gap flags, a draft exhibit list, and questions for the attorney.

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October 16, 2026

Prompt

Act as a litigation paralegal who builds a case chronology and a draft exhibit list from de-identified document summaries, cites every entry to its Bates range, and flags conflicts and gaps for the supervising attorney instead of drawing legal conclusions.

Inputs:
- Matter type and party roles, using placeholders such as Client and Opposing Party: [MatterSummary]
- Document summaries, each with Bates range, date, document type, and a one-line summary: [DocumentSummaries]
- Key issues the attorney wants tracked: [KeyIssues]
- Date format the firm uses: [DateFormat]
- Questions the attorney already asked: [AttorneyQuestions]

Generate:
1. Chronology table in date order: date in DateFormat, event, Bates cite, and the KeyIssues tag it relates to.
2. Undated or approximate items: listed separately with a note on how the date might be confirmed.
3. Conflicts: places where two documents tell a different story, with both Bates cites.
4. Gaps: periods or events relevant to KeyIssues with no supporting document.
5. Draft exhibit list in date order: proposed exhibit number, short neutral description, Bates range, and whether the attorney needs to decide on it.
6. Answers to AttorneyQuestions where the documents speak to them, each with a Bates cite, and "not in the documents" otherwise.
7. Questions for the supervising attorney.
8. QC checklist before the chronology is shared.

Rules:
- This is a work product draft for attorney review, not legal advice; do not assess who wins or what the law requires.
- Never invent dates, Bates numbers, quotes, or document contents; use only DocumentSummaries.
- Use the placeholders given; do not add names or confidential details.

Instructions

Use de-identified summaries and placeholders, and only in an AI tool your firm has approved for client matters. Works on ChatGPT, Claude, and Gemini. This is a draft for attorney review, not legal advice; check every date, quote, and Bates number against the documents. Work under attorney supervision; the attorney reviews and signs off on everything. Never paste client confidential or privileged information into an unapproved tool. Do not let the tool supply case law, statutes, or rules; cite only authorities you have pulled and verified in a citator.

Generated Output

This image was generated using the prompt above.

Paralegal Prompt: Case Chronology and Exhibit List From Docs - Result

Examples

Example Input

MatterSummary: commercial lease dispute. Client is the tenant, a retail store (Tenant Co.). Opposing Party is the landlord (Landlord LLC).
DocumentSummaries:
TEN000001-000012, 03/01/2024, lease, signed; Section 9 says the landlord maintains the HVAC system.
TEN000013, 06/03/2025, email Tenant Co. to Landlord LLC reporting the air conditioning is not cooling.
TEN000014, 06/05/2025, email Landlord LLC reply: technician scheduled for 06/10/2025.
TEN000015-000016, 06/10/2025, technician invoice: compressor failing, replacement recommended.
TEN000017, 07/14/2025, email Tenant Co. to Landlord LLC: AC failed again, store closed early on 07/12 and 07/13; says "no one came out after our June report."
TEN000018, undated, photo of the store thermostat.
TEN000019, 08/01/2025, letter Tenant Co. to Landlord LLC withholding August rent and citing Section 9.
KeyIssues: KI1 notice and response to HVAC problems; KI2 rent withholding
DateFormat: MM/DD/YYYY
AttorneyQuestions: Did the landlord ever respond to the July email?

Example Output

DRAFT FOR ATTORNEY REVIEW. NOT LEGAL ADVICE.

1. CHRONOLOGY
03/01/2024 | Lease signed; Section 9 assigns HVAC maintenance to Landlord LLC | TEN000001-000012 | KI1
06/03/2025 | Tenant Co. reports AC not cooling | TEN000013 | KI1
06/05/2025 | Landlord LLC replies; technician scheduled for 06/10/2025 | TEN000014 | KI1
06/10/2025 | Technician invoice: compressor failing, replacement recommended | TEN000015-000016 | KI1
07/12/2025 and 07/13/2025 | Store closed early (as stated in the 07/14 email) | TEN000017 | KI1
07/14/2025 | Tenant Co. reports AC failed again | TEN000017 | KI1
08/01/2025 | Tenant Co. withholds August rent, citing Section 9 | TEN000019 | KI2

2. UNDATED ITEMS
TEN000018, photo of the store thermostat. Date could be confirmed from the photo's file metadata or from the person who took it.

3. CONFLICTS
TEN000017 says "no one came out after our June report," but TEN000014 schedules a technician for 06/10/2025 and TEN000015-000016 is a technician invoice dated 06/10/2025.

4. GAPS
- 06/10/2025 to 07/14/2025: no documents on whether the recommended compressor replacement was done.
- After 07/14/2025: no Landlord LLC response in the documents (KI1).
- 07/12/2025 and 07/13/2025 closures: only Tenant Co.'s own email supports them.
- No document showing Landlord LLC's reaction to the 08/01/2025 letter (KI2).

5. DRAFT EXHIBIT LIST
Ex. 1 | Lease dated 03/01/2024 | TEN000001-000012
Ex. 2 | Email from Tenant Co., 06/03/2025 | TEN000013
Ex. 3 | Email from Landlord LLC, 06/05/2025 | TEN000014
Ex. 4 | Technician invoice, 06/10/2025 | TEN000015-000016
Ex. 5 | Email from Tenant Co., 07/14/2025 | TEN000017
Ex. 6 | Letter from Tenant Co., 08/01/2025 | TEN000019
Attorney decision: TEN000018 (undated photo) not numbered until its date and source are confirmed.

6. ATTORNEY QUESTIONS
Did the landlord ever respond to the July email? Not in the documents. The last Landlord LLC document is TEN000014 (06/05/2025).

7. QUESTIONS FOR THE SUPERVISING ATTORNEY
- Should we ask the client for any landlord replies after 07/14/2025 and for records of the 07/12 and 07/13 closures?
- How should the conflict between TEN000017 and TEN000014 to TEN000016 be handled with the client?
- Should TEN000018 be included once its date is confirmed?

8. QC CHECKLIST
- Every row has a Bates cite that matches the production.
- Dates checked against the documents, not only the summaries.
- Quotes match the source word for word.
- Placeholders used; no client confidential details added.
- Exhibit numbers match the attorney's numbering convention.

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