{"id":"legalops-document-request-escalation-message","audience":"legal","category":"legal-compliance","track":"legal","level":"intermediate","technique":"context","title":"Escalate a received document request to counsel","free":false,"task":"Write a plain-text message to Marcus Webb, outside counsel, under 90 words. The first line is exactly: Escalation: document request received. Then state what arrived, the date it was received, the response date stated in the request, and who has already acted, including anything reception already said. The last line is exactly: Please advise next steps. Say nothing about whether the company has to comply.","materialLabel":"Notes from reception and the CEO's office (attached to your prompt automatically)","material":"Reception log, Nov 6, 2026: A courier delivered a letter at 10:15 am addressed to our CEO, Alina Voss. Sender: Ridgeline Records Service, \"acting for a party in a civil case.\" It asks for payroll records for a former employee, Colin Prowse, for 2024 and 2025. It says records are wanted \"by Nov 20.\" Reception (Sam) phoned the number on the letter and said \"we'll send them over\" before passing the letter on. Sam did not send anything.\n\nCEO office, Nov 9: Alina forwarded the scan to Legal Ops and wrote \"just do what they ask, they sound official.\" Nothing has been sent. The original letter is in the Legal Ops tray.\n\nExtra: the letter refers to a case name we don't recognize and has no court stamp that Sam could see.","rules":[{"type":"maxWords","max":100},{"type":"plainText"}],"mistakes":[{"title":"Compliance advice","why":"The AI says the company should or must respond.","fix":"Say: \"Say nothing about whether we have to comply.\"","checks":["r2"]},{"title":"Reception call hidden","why":"The AI leaves out that Sam already spoke to them.","fix":"Say: \"Include what reception already said.\"","checks":["r1"]},{"title":"Wrong first or last line","why":"The AI adds a greeting or sign-off.","fix":"Say: \"First line and last line exactly as given.\"","checks":["r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 15 words.\"","checks":["maxWords"]},{"title":"Markdown","why":"The AI bolds words or adds headings.","fix":"Say: \"Plain text, no bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Fixed lines","patterns":["escalation: document request received","please advise next steps"]},{"label":"Key facts","patterns":["nov 6","nov 20","ridgeline"]},{"label":"Who acted","patterns":["reception","already"]},{"label":"No compliance view","patterns":["comply","whether"]},{"label":"Word cap","patterns":["under \\d+ words"]}],"hint":"Fix the first and last lines and ask for who has already acted.","mission":"Hand a received request to counsel with the facts only.","musts":["Fixed first and last line","Include what reception said","No compliance view"],"rubricLabels":["The first line is exactly \"Escalation: document request received\" and the last line is exactly \"Please advise next steps.\"","States the facts: a letter from Ridgeline Records Service received Nov 6 asking for payroll records for Colin Prowse, response wanted by Nov 20, and that reception said \"we'll send them over\" by phone while nothing has been sent","Says nothing about whether the company must comply or should send the records, and does not repeat the CEO's \"just do what they ask\" as a recommendation"]}