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Associate Prompt Guide

How to get the most out of Associate's data extraction, doc revision, and general analysis.

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Written by Mustafa Jamal
Updated this week

✍️ Common Prompt Templates

1. πŸ” Reference-Based Drafting (Most Popular)

Perfect for transactional work where you're constantly moving from preliminary agreements to final documents.

Template:

"Please take the [source document] and the [target document]. Create a draft [target document type] for the new transaction as follows: [specific parameters]"

Prompt Example:

"Please take the previously executed Asset Purchase Agreement and the new Letter of Intent.
Create a draft Asset Purchase Agreement for the new transaction as follows:

  • Incorporate all deal terms from the LOI

  • Remove or revise any provisions inconsistent with the new LOI

  • Ensure correct parties, updated conditions, and current transaction scope"


2. πŸ•΅οΈβ€β™‚οΈ Document Consistency & Gap Analysis

Essential when receiving third-party paper that may be missing standard provisions.

Check for Missing Provisions

"This document set is from [third party] and attached is my standard document set. Point out anywhere the third-party documents don't include language that's in my best-in-class templates."
​

Check for Cross-Document Inconsistencies

"Compare every ancillary document to my primary agreement and list every clause that:
A) Contradicts,
B) Overrides, or
C) Is missing.
Group findings by topic and format as a table."


3. 🧱 Clause Extraction & Insertion

When you need specific provisions from different agreements combined into one document.

Template:

"I want the [clause type] from [Document A], the [clause type] from [Document B], and the [clause type] from [Document C]. Then edit [target document] and incorporate these three clauses."

Prompt Example:

"I want the confidentiality clause from MSA4, the indemnity clause from MSA3, and the termination clause from MSA5.
Edit the MSA template and incorporate these three clauses."
​


4. 🧾 Template Field Population

Great for document automation and replacing manual form-filling tasks.

For Bracketed Fields:

"Update all bracketed placeholders in [template] based on the [term sheet/LOI/data source]."

For Excel or Custom Data:

"Here's an Excel with client information [upload PDF of Excel]. Go through and fill out all template placeholders in [agreement] based on this data."
​


🧠 Advanced Techniques

🧭 Ask Associate for Prompt Ideas

"If I wanted to ensure certain sections of a template include the bracketed fields, what sort of prompt could I use?"


πŸ“Š Bulk Document Analysis with Queries

Great for portfolios of similar agreements.

Setup Questions Like:

  • What is the term length?

  • What governing law and jurisdiction is specified?

  • State the limitation of liability cap

  • Who are the signing parties?

Output: Exportable CSV/Excel with each doc as a row and answers as columns.


🧰 Template Creation from Precedents

Prompt Template:

"I have [number] previously executed [agreement type] and want to create one model document based on all of them that becomes our new template. Review the multiple agreements and suggest the language that would be best used, creating our new standard template."


πŸ’Ό Use Case Shortcuts

Use Case

Prompt Example

Reference-Based Drafting

"Using the [source], update the [target] to reflect the new terms and parties. Ensure all deal-specific provisions are updated and remove any language that's no longer applicable."

Missing Provisions

"I've uploaded documents from [opposing counsel/third party]. Compare these to my standard [practice area] provisions and identify what's missing or inconsistent with my typical requirements."

Clause Extraction

"I want the [clause] from [Doc A], the [clause] from [Doc B]..."

Cross-Doc Consistency

"Check all uploaded documents for reference inconsistencies. Flag anywhere we use different terms for the same concept (like 'practice' in one section but 'company' elsewhere)."

Template Field Filling

"Review these [number] variations of my [agreement type] and identify what bracketed fields I should add to create a comprehensive template that covers all scenarios."

Bulk Analysis

"Create a table showing [data points] across all documents..."


βœ… Pro Tips for Success

  • πŸ“„ Always provide a Word doc: Associate cannot create documents from scratch - always provide a template to edit, even a shell document is better than nothing.

  • πŸ” Automate workflows: Reuse standard templates + prompts for repeatable tasks.

  • πŸ”§ Combine tools: Download edited docs to Word, then use the Word add-in for final review.

  • πŸ“š More documents = better output: Context is key to producing accurate results.


Have additional questions? Reach out to our Support team at Success@spellbook.legal

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