Library › Legal & Compliance AI › Legal teams

Correct a sales rep's overpromise the day before the customer signs

  • For Legal teams
  • You practice Keeping the AI to your sources
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Calloway Freight signs tomorrow, Friday, Nov 6, and our rep's email promised terms the contract does not give. Draft the correction from you, in-house counsel Sam Reyes, to their General Counsel, Helen Marsh, for our head of legal to approve. Plain text, under 190 words. The very first line must be exactly: DRAFT FOR COUNSEL REVIEW. Say what the contract provides, citing the section numbers, and offer what is approved. Keep it warm. Do not call anyone's statement a misrepresentation or mistake, and give no legal conclusion. End with ONE ask: a 20-minute call Friday, Nov 6 at 9:00am, before signing. Leave out internal notes.

Common mistakes when you ask AI for this

  • Admitting fault. The AI writes "we apologize for our rep's mistake and misstatement", which is a legal admission. Try: Say: "Do not call anything a mistake or misrepresentation and give no legal conclusion. Just state what the contract provides."
  • Vague about the contract. The AI says "the contract differs" without the clauses or the numbers. Try: Add: "Cite 9.2, 9.3 and 6.2 with the dollar figures and what they provide."
  • Floating the Slack concession. The AI treats the 5x idea as a helpful way to save the deal. Try: Add: "Offer only what is approved: the 1-hour P1 response. Nothing else on liability."
  • Leaking the deal pressure. The AI uses the quota, the "difficult GC" note and the CEO remark to shape the tone. Try: Add: "Keep it warm and leave out every internal note."
  • Trusting the AI to count words. A careful legal email grows long and picks up bullets or bold. Try: Say "under 150 words, plain text" and cap the parts, like "6 short sentences".

What a strong prompt includes

  • Marks it as a draft for counsel
  • Cites the contract sections
  • Offers only what is approved
  • No admission or legal conclusion
  • One dated ask, warm tone

Practice this now ↑

Related exercises