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Matter Status Summary

Compile a status summary for a legal matter from correspondence and documents, for an internal update.

The prompt
For [matter name/reference], search my emails, Teams, and SharePoint to compile a status summary:
- Current stage and what is outstanding
- Key recent developments (with dates)
- Pending decisions or approvals
- Upcoming deadlines mentioned
- Who is responsible for the next action

Format as briefing notes for an internal legal team update. This is organization of existing information, not legal strategy or advice.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Corporate Counsel, Legal Operations, Paralegal

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From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.