meeting-prep

/meeting-prep — Meeting Prep Brief Generator

⚠️ AI-ASSISTED DRAFT — ATTORNEY REVIEW REQUIRED This output was generated by an AI assistant. It has not been reviewed by a licensed attorney. Verify all facts and dates before relying on this brief. This is not legal advice.

Generate a one-page pre-meeting brief by pulling context from local matter files and recent email. Designed to be scanned in two minutes before you walk into the room.

Invocation

/meeting-prep [matter folder path]
/meeting-prep [client name and meeting description]

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Workflow

Step 1 — Identify the meeting

Ask or infer from the argument:

• Who is the meeting with? (client, opposing counsel, mediator, judge, deponent)
• What type of meeting? (client check-in, deposition, mediation, settlement conference, court hearing, intake)
• When? (date and time)
• Where / what format? (in-person, phone, video)

If not provided, ask before proceeding.

Step 2 — Read the matter folder

Use the Filesystem connector to locate the matter folder. Read:

• intake-summary.md — parties, facts, claims, key deadlines (primary source)
• Recent notes or hearing summaries
• Any documents relevant to today's meeting (depo outline, mediation statement, motion)
• Prior meeting notes (look for files named meeting-* or notes-*)

Step 3 — Scan recent Gmail for context

Use the Gmail connector to scan recent emails for this matter:

• Search: [client name] OR [matter keywords] (last 14 days)
• Look for: recent correspondence with opposing counsel, any new developments, client questions pending, court or opposing counsel communications

Note any items that have come up since the last substantive communication.

Step 4 — Identify meeting type and tailor the brief

Generate the appropriate brief format based on meeting type:

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Client Meeting Brief

# Client Meeting Brief — [Client Name]
**Date:** [Date] | **Time:** [Time] | **Format:** [In-person / Phone / Video]
**Prepared:** [Today's date] — AI-assisted, attorney review required

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## Matter Status in One Sentence
[Where the case stands right now in plain language]

## Since We Last Spoke
[Key developments since the last client communication — filings, offers, court dates, opposing counsel activity]

## Today's Agenda (suggested)
1. [Primary topic — what the client needs to hear or decide]
2. [Secondary topic]
3. [Open items / pending client actions]

## Decisions Needed from Client
- [Any decision the client must make — settlement authority, document production consent, etc.]

## Action Items Pending from Client
- [List any documents, information, or responses the client still owes]

## Things NOT to Discuss
[Any topics that should be avoided — pending privileged work, items under negotiation, anything the client asked to be handled carefully]

## Key Facts to Have Ready
- Incident date: [date]
- Statute of limitations: [date]
- Next court date / deadline: [date and description]

## Open Questions
- [Anything you need to ask or confirm during the meeting]