You are using an AI tool for more than a one-off question, across days or weeks, on the same matter.
Four named sessions, a short brief you paste into every one of them, and a habit of ending each session with a note the next one can start from.
A professional conduct solicitor specialising in litigation technology.
The central rule
An AI tool asked to check its own draft in the same conversation has every reason to find it good. It wrote it from the same assumptions, with the same gaps, in the same voice. A fresh session with only the draft and the facts in front of it is more likely to read it cold. That is the whole method.
The same applies in the other direction. A session that has spent an hour arguing the other side's case will drift into that framing when you ask it to write yours. Contamination is not a malfunction. It is what a long shared context does.
The four roles
The prompt library has a defined job description for each of these and several more. The point of this page is not the prompts. It is that they live in different windows.
The standing brief
Every session starts by pasting the same short brief. Without it, four sessions become four different understandings of the matter. Keep it in a file and update it when the facts change; never edit it inside a chat.
What the brief contains, in about a page:
- The matter in five lines. Court, parties, what it is about, what stage it is at, the next date.
- The confirmed spine, or a link to it if the tool can read files. This is the only source of facts.
- The rules. Not a lawyer; no advice; separate fact from allegation from inference; mark every legal classification UNVERIFIED; never draft, alter or rephrase sworn or witness evidence; cite spine line numbers; nothing compelled, privileged, confidential, suppressed, or containing other people's personal information is in this session and none must be requested; comply with the court's practice note on AI use.
- The voice. Three or four lines on how you write: plain, factual, no adjectives, short sentences, no threats, as if a judge will read it. The clear legal letter guide has a fuller version.
- What this session is for, in one line, so the brief and the role agree.
What you hope to achieve, what you would settle for, what you think the other side fears: none of that belongs in a document you paste into a third-party tool. Keep the brief to facts, rules and voice. Your position lives in a private, secure note of your own and, if you have one, with your lawyer.
The handover note
Long sessions drift. The tool forgets early instructions, you forget what was decided, and a session that resumes three days later is not the session you left. End every substantial session by asking for a handover note, and save it to the matter folder with a date.
The next session starts with the brief, then the handover note, then the job. A new session picking up from a good handover is more reliable than an old session that has forgotten half of what it was told.
Working order
- Fact room first. Build and confirm the spine. Nothing else starts until this is done.
- Drafter. Brief, spine, job. Get a draft with spine citations. Do not ask it whether the draft is good.
- Red team, fresh window. Brief, the draft, the spine. Ask for objections only. Take the list back to the drafter, or fix it yourself.
- Repeat two and three until the red team's list is short and you agree with what is left on it.
- You read it. Out loud if it is going anywhere that matters. The tools have done their jobs; the judgment is yours.
- Handover notes from each session, filed.
Two sessions can still share a blind spot, because they share a model and a brief. Cross-review reduces the chance of missing something. It does not create two independent lawyers, and it does not replace one.
From Jordan's case file
Common mistakes
- One chat for everything. Convenient for a day, unreliable by the second week.
- Asking the drafter to review. It tends to find commas.
- Telling the red team what you hope it will say. "This is nearly ready, just check it" produces a check that agrees.
- Editing the brief inside a chat. The file is the brief; the chat copy is a paste of it.
- Putting strategy in the brief. Facts, rules and voice only.
- Resuming a stale session instead of starting fresh from the handover note.
- Treating two sessions agreeing as verification. They share a model. Verification is you opening the source.
Checklist
- Four sessions, named by role, each opened with the same standing brief
- Brief kept as a file: matter in five lines, confirmed spine, rules, voice, session purpose; no strategy
- Spine confirmed in the fact room before any drafting
- Drafts cite spine line numbers; unsupported sentences removed
- Review done in a fresh window that has not seen the drafting
- Handover note requested and filed at the end of every substantial session
- Final read done by you, against the sources, before anything is sent or filed