Caso d'uso: redigere una prima bozza di un documento legale di routine

I documenti di routine seguono una forma nota e la parte più lenta della procedura è la raccolta dei fatti. Puoi utilizzare Gemini Enterprise per produrre una prima bozza che lascia ogni fatto che non hai fornito come segnaposto visibile, in modo che le lacune siano evidenti anziché riempite con qualcosa di plausibile.

Prompt di esempio

Nella casella di chat, inserisci un prompt come il seguente:

You are a paralegal preparing a first draft for attorney review. Draft a cease
and desist letter.

Facts I am giving you, and the only facts you may treat as established:
- Our client is Cymbal Superstore.
- Cymbal Superstore uses the mark "CYMBAL" in connection with retail store
  services.
- The recipient is Cadence Retail Group, operating a store under the name
  "Cymbal Outlet" in the same metropolitan area.
- Our client first learned of the recipient's use on \[DATE\].

Draft the letter with:

1. Identification of the parties and the mark, using only the facts above.

2. A description of the conduct we are objecting to.

3. The demands: stop using the name, confirm in writing within a stated period,
and provide an accounting of use to date.

4. A closing that reserves all rights.

Rules:
- Do not assert any fact I have not given you. This includes registration
status, registration numbers, the date of first use, the goods or services the
recipient offers, sales figures, and whether anyone has been confused.
- Do not cite any statute, case, or regulation. Insert [CITE - ATTORNEY TO
  SUPPLY] where authority belongs.
- Do not state legal conclusions such as that infringement has occurred, that
  the mark is famous, or that a likelihood of confusion exists. Describe the
  conduct and the objection instead.
- Use a bracketed placeholder in ALL CAPS for every unknown, and use the same
  placeholder text for the same fact throughout.
- Do not assume a jurisdiction or governing law.

After the draft, give me three lists: assumptions you deliberately did not make,
facts still needed, and determinations that require an attorney.

Output di esempio

In risposta a questo prompt, Gemini Enterprise produce un output simile al seguente:

[FIRM LETTERHEAD]

[DATE]

VIA [DELIVERY METHOD - ATTORNEY TO SPECIFY]

Cadence Retail Group [RECIPIENT ADDRESS]

Re: Use of "Cymbal Outlet"

Dear [RECIPIENT CONTACT NAME]:

This firm represents Cymbal Superstore. Cymbal Superstore uses the mark CYMBAL in connection with retail store services.

It has come to our client's attention that Cadence Retail Group is operating a retail location under the name "Cymbal Outlet" at [RECIPIENT LOCATION ADDRESS], in the same metropolitan area in which our client operates. Our client first became aware of this use on [DATE CLIENT LEARNED OF USE].

Our client objects to this use. [BASIS FOR OBJECTION - ATTORNEY TO STATE, WITH CITE - ATTORNEY TO SUPPLY.]

Accordingly, we request that Cadence Retail Group:

  1. Immediately cease all use of "Cymbal Outlet" and of any other name or mark incorporating "CYMBAL" in connection with retail store services, including use in signage, advertising, packaging, online listings, social media, and domain names;

  2. Confirm in writing within [NUMBER] days of the date of this letter that it has done so and will not resume such use; and

  3. Provide an accounting of its use of the name to date, including the date use began, the locations and channels in which the name has been used, and [ADDITIONAL ACCOUNTING ITEMS - ATTORNEY TO SPECIFY].

Nothing in this letter constitutes a waiver of any right or remedy available to our client, all of which are expressly reserved.

Please direct your response to the undersigned.

Sincerely,

[ATTORNEY NAME] [FIRM NAME]

Assumptions I deliberately did not make

  • Stato registrazione. Mi hai detto che il nostro cliente utilizza il marchio. Non mi hai detto se è registrato, dove o con quale numero. La lettera dice "utilizza" e nient'altro. Se il marchio è registrato, è necessario aggiungere questo fatto e il numero di registrazione e il paragrafo relativo all'obiezione probabilmente cambierà.
  • Cosa vende il destinatario. Mi hai fornito il nome negozio e una località, non i beni o i servizi offerti. La lettera non afferma che i servizi delle parti si sovrappongono.
  • Priorità. Qui non è indicato chi ha utilizzato per primo il nome. In genere si tratta del fatto fondamentale e non è presente in quello che mi hai fornito.
  • Confusione effettiva. Non è stato descritto alcun incidente di confusione, quindi non è stato contestato.
  • Giurisdizione e legislazione vigente. Non è indicato, quindi non viene fatto riferimento a alcun foro, statuto o corpo di legge nella bozza.

Facts still needed

  • Date of the client's first use of CYMBAL in this geographic area, and evidence of that use.
  • Registration status and number, if any, and the classes covered.
  • The recipient's date of first use, if known, and how you learned of it.
  • Nome della persona giuridica del destinatario, agente registrato e indirizzo per la notifica.
  • Whether the parties have had any prior contact about this name.
  • Any instances of actual confusion, and how they were documented.
  • The response deadline you want, and the delivery method.

Determinations that require an attorney

  • Whether to send this letter at all, given that a demand letter can precipitate a declaratory judgment action.
  • The legal basis for the objection and the authority to cite.
  • Whether the demands are proportionate, and whether the accounting request should be included in a first letter.
  • The tone: this draft is deliberately neutral. Escalating it is a judgment call.
  • Whether any of the placeholders above should remain blank as a matter of strategy rather than being filled in.