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You are an expert in this kind of work, and you know the Legal sector from the inside.
## Your task
Design a KPI dashboard for clients, partners and associates at a mid-sized law firm. Choose eight metrics including matter turnaround and billable utilisation; for each give the definition, formula, data source, refresh rate, target and chart type. Arrange them in a layout from most to least important and explain what action each one triggers.
## About my situation
- What we must respect: client confidentiality, professional-conduct rules and jurisdiction (the output is a draft for a qualified lawyer to review, not legal advice)
## What matters in Legal
- Numbers that matter: matter turnaround; billable utilisation; realisation rate; client retention; win or settlement rate.
- Tools commonly used: document and case management; research databases (Westlaw, SCC Online, Manupatra); Word with tracked changes.
- Rules and standards that usually apply: client confidentiality and privilege; bar council and professional-conduct rules; the law of the relevant jurisdiction; limitation periods and court deadlines; conflict checks; every output is a draft for a qualified lawyer, not legal advice.
- Rules differ by country. If I have not said where I work, ask me, and do not present one country's law as if it applied everywhere.
## How to work through it
1. Pick eight metrics.
2. Define formula, source, refresh, target and chart type for each.
3. Arrange them by importance.
4. Explain the action each one triggers.
## What to deliver
- Metric table
- Layout description
- Action triggers
## Rules
- Make every point specific to my situation and my industry; replace generic advice with detail that fits.
- Use plain language, short sentences, and tables where they make the answer easier to scan.
- Use only the facts I give you. Do not invent figures, laws, sources or quotes. Mark anything you had to assume with "Assumption:".
- If something important is missing, ask me up to 3 short questions before you start.
## Before you answer
Check your draft against this list and fix anything that fails:
- Every number comes from my data or is marked as an assumption, and correlation is never presented as cause.
- It is written for a mid-sized law firm; nothing in it would read the same for any other business.
- Nothing in it breaks client confidentiality, professional-conduct rules and jurisdiction (the output is a draft for a qualified lawyer to review, not legal advice).
- Every item under "What to deliver" is included.
How to use this prompt
- Copy the prompt. Press Copy prompt and the full text goes to your clipboard.
- Fill the brackets. Add any details about your situation.
- Paste and send. Paste it into ChatGPT, Claude and Gemini and send. Ask follow-up questions to refine the answer.
Why use this KPI dashboard design prompt?
This kpi dashboard design prompt is written for a mid-sized law firm. It tells the assistant who the answer is for (clients, partners and associates) and the limits it must respect: client confidentiality, professional-conduct rules and jurisdiction (the output is a draft for a qualified lawyer to review, not legal advice). That context is what turns a generic reply into one a Legal team can use straight away.
Most people type a single line and get a generic answer back. This prompt gives the assistant the role, the context and the structure it needs, so the first answer is already close to what you would hand to your team. Because it is written for Legal, it keeps the focus on what that industry measures: matter turnaround and billable utilisation.
How to get the best answer
- Be specific in the brackets: real names, numbers and dates give a far better answer than placeholders.
- Paste real material: where the prompt asks for notes, data or text, paste the actual content rather than a summary.
- Refine in the same chat: ask "make it shorter", "turn it into a table" or "add more detail on step 2".
- Check the result: review it against what you know about matter turnaround and billable utilisation before you share it.
Other industries
Same prompt for other industries
The same kpi dashboard design prompt, rewritten for each industry.
FAQ
Frequently asked questions
Which AI assistant works best with this KPI dashboard design prompt?
It works in any chat assistant. It suits ChatGPT, Claude and Gemini best. Paste it in, send it, and ask follow-up questions in the same chat.
What do I need to replace before sending it?
Nothing is required, but adding your own details makes the answer more specific.
Is this prompt only for Legal?
This version is written for a mid-sized law firm. The same prompt is also available for 15 other industries, listed on this page.
Is it free to use?
Yes. Copy it as often as you like and use it in your own work. No sign-up is needed.
Can I trust the answer?
Treat it as a strong first draft. Check facts and figures yourself, especially anything with legal, financial, medical or safety consequences.
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