# Client status-update replies with ChatGPT: a cheat sheet for law, insurance and accounting firms > A free one-page cheat sheet: answer "where does my case, claim or refund stand?" with ChatGPT without promising outcomes, coverage or dates. Source: https://learn.ynteractive.com/content/cheat-sheets/client-status-update-replies · Updated 2026-10-01 · Free from Stepthrough (https://learn.ynteractive.com) [Topic cheat sheet](https://learn.ynteractive.com/content/cheat-sheets#kind-topic) · One page · US letter · [ChatGPT](https://learn.ynteractive.com/content/tool/chatgpt) By [Robert Breen](https://learn.ynteractive.com/content/about) · Published October 1, 2026 · From the free lesson [Reply Faster to a Client Asking for a Case Update: ChatGPT for Small Law Firms](https://learn.ynteractive.com/content/chatgpt-client-case-update-email-law-firm) A free one-page cheat sheet: answer "where does my case, claim or refund stand?" with ChatGPT without promising outcomes, coverage or dates. [Download the free PDF (64 KB)](https://learn.ynteractive.com/content/cheat-sheets/client-status-update-replies.pdf)Print this sheet Free, no sign-up and no email needed. It prints on one letter-size page; the whole sheet is below. *▶*StepthroughFree printable cheat sheet · learn.ynteractive.com Client status-update replies with ChatGPT: a cheat sheet for law, insurance and accounting firms "Are we going to win?" "When will they pay?" "When do we get our refund?" AI drafts lean toward reassurance, and the easiest answer is usually the one you can't give. ## The routine 1. Open the thread, click **Expand all** and copy every message. Leave out anything the reply doesn't need. 2. In a new chat, paste the thread oldest first, then your numbered facts, then what a good reply looks like. 3. End with: "Don't invent details or promise anything that isn't in the facts." 4. Ask for a table of every promise or claim and the fact behind it. Fix what it flags with specific changes. 5. Click **Reply** in Gmail, paste, read it once more, then click **Send**. ## What not to promise **Law firms** An outcome or a payment date. A missed deadline isn't an automatic win; the judge decides. A scheduling conference isn't a trial. **Insurance agencies** Payment dates, amounts, coverage decisions or rates. The carrier decides. Rental has a daily limit on the declarations page. **Accounting firms** A refund date. Once the IRS accepts the return, the IRS decides when it's issued. Point clients to "Where's My Refund?" ## Lines to keep in every facts list - Who decides the rest: the judge, the carrier or the IRS. - How documents come in: the secure client portal, never by text. - The client's own step, like reviewing and e-signing the return before you file. - One apology if you missed their email: "That's on us." ## Before it goes out - Check each date against the court's notice, and have the attorney approve it if that's your practice. - Insurance replies: only the policy, the carrier and a licensed agent can confirm coverage, payments or rates, so a licensed agent reviews it. - Tax answers: have a CPA or enrolled agent review anything about taxes. - Remove Social Security, license and bank numbers and birth dates. On personal plans, turn off training under **Data controls**. **Remember:** Say what the file shows, who decides the rest and what you'll do next. Never promise an outcome, coverage or a date someone else controls. **Have a professional review it.** This prompt helps you draft, not decide. AI can get the law wrong and doesn’t know your jurisdiction or your facts, so have a licensed attorney review anything legal before you send or sign it. Practice it free: [Reply Faster to a Client Asking for a Case Update: ChatGPT for Small Law Firms](https://learn.ynteractive.com/modules/law-case-update-reply) at learn.ynteractive.com/modules/law-case-update-reply. This sheet: learn.ynteractive.com/content/cheat-sheets/client-status-update-replies. Businesses in the lesson examples are made up. By Robert Breen, October 1, 2026. ## Practice it in the free lesson **Reply Faster to a Client Asking for a Case Update: ChatGPT for Small Law Firms**. A client wants a court date and a promise she'll win. Give ChatGPT the thread and your firm's facts, catch the lines that predict an outcome, and send a clear, kind case update from Gmail. You do every step yourself in a practice copy of ChatGPT, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/law-case-update-reply) [Or read the full step-by-step guide](https://learn.ynteractive.com/content/chatgpt-client-case-update-email-law-firm) ## Lessons on this sheet - [Reply Faster to a Client Asking for a Case Update: ChatGPT for Small Law Firms](https://learn.ynteractive.com/content/chatgpt-client-case-update-email-law-firm): A client wants a court date and a promise she'll win. Give ChatGPT the thread and your firm's facts, catch the lines that predict an outcome, and send a clear, kind… - [Reply Faster to Claim-Status Emails: ChatGPT for Independent Insurance Agencies](https://learn.ynteractive.com/content/chatgpt-reply-claim-status-emails-insurance-agency): A client with an open auto claim wants a payment date, a rental and a promise about her rate. Give ChatGPT the thread and your agency's facts, catch what it shouldn't… - [Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting): A client wants a refund date while two tax forms are still missing. Give ChatGPT the thread and your firm's facts, catch the date it shouldn't promise, and send a calm… ## Related terms Plain-English definitions, each with an example from a free lesson. [Client status update](https://learn.ynteractive.com/content/glossary/client-status-update) · [Default judgment](https://learn.ynteractive.com/content/glossary/default-judgment) · [Rental reimbursement coverage](https://learn.ynteractive.com/content/glossary/rental-reimbursement-coverage) · [Declarations page](https://learn.ynteractive.com/content/glossary/declarations-page) · [Client portal](https://learn.ynteractive.com/content/glossary/client-portal) · [Self-check prompt](https://learn.ynteractive.com/content/glossary/self-verification) · [ChatGPT data controls](https://learn.ynteractive.com/content/glossary/chatgpt-data-controls) · [AI acceptable use policy](https://learn.ynteractive.com/content/glossary/ai-acceptable-use-policy) [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## Related prompts - [Client case update email prompt](https://learn.ynteractive.com/content/prompts/client-case-update-email-prompt): A four-part prompt for law firm staff: turn a worried client's emails and your firm's facts into a clear case update with no… - [Claim status update email prompt](https://learn.ynteractive.com/content/prompts/claim-status-update-email-prompt): Send an insurance client a proactive claim update: what happened, who decides what, and the next step, with no payment, coverage… - [Tax refund status reply prompt](https://learn.ynteractive.com/content/prompts/refund-status-reply-prompt): Reply to a client asking when their tax refund will arrive, using only your firm's facts, with no refund date or estimate and a… - [Check reply promises prompt](https://learn.ynteractive.com/content/prompts/check-reply-promises-prompt): A ChatGPT prompt that checks a draft before you send it: a table of every promise, the fact behind each, and safer wording for… [All free prompt templates](https://learn.ynteractive.com/content/prompts) ## More cheat sheets - [AI Quick-Start for Accounting Firms: Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/ai-quick-start-accounting): A free one-page cheat sheet for accounting firms: the free AI lessons in order, a tone-fix prompt and what AI must never promise a client. - [AI Email Drafts Safety Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/ai-email-drafts-safety): A free one-page cheat sheet: let AI write email drafts, not sends. Give it facts and rules, keep private data out and check every promise. - [AI Glossary Cheat Sheet: 30 Terms in Plain English](https://learn.ynteractive.com/content/cheat-sheets/ai-glossary-top-30): A free one-page cheat sheet of 30 AI and automation terms in plain English: models, prompts, n8n workflows, apps and data. [All free cheat sheets](https://learn.ynteractive.com/content/cheat-sheets) · [All free tutorials](https://learn.ynteractive.com/content)