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Best AI Prompts for Finance & Legal

Prompts for budgeting, accounting, investing basics, contracts and legal questions. They explain and draft; a professional still signs off.

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Editor's picks · 2 in this list

All 40 editor's picks across the library →

Prompts

dashed = you fill it in
PH-0984Finance & Legal

Cash Flow Forecast Helper

Paste your cash balance, expected income and bills, and get a week-by-week 13-week cash flow table that flags the weeks you could run short.

You fill in amountamounts and datesamounts and due dates

ChatGPT · Claude · Gemini
PH-0996Finance & Legal

Refund Policy Drafter

Describe how you actually handle refunds and returns and get a plain-language policy for your website and receipts, plus questions for a lawyer.

You fill in products or servicesonline, in store, by bookingdescribe it in your own words+1 more

ChatGPT · Claude · Gemini
PH-0738Finance & Legal

Contract Clause Explainer

Paste any confusing contract clause and get a plain-English meaning, who it favours…

You fill in freelance designerclient services contract

ChatGPT · Claude · Gemini
PH-0750Finance & Legal

Debt Payoff Strategist

Paste your balances, rates and monthly surplus and get an avalanche vs snowball comparison, payoff order, payoff date and total interest…

You fill in start month and year

ChatGPT · Claude · Gemini
PH-0790Finance & Legal

Freelance Rate Calculator

Work out the hourly and day rate a freelancer needs from real costs, billable hours and time off, with three pricing options.

You fill in UX designerSpain45,000+4 more

ChatGPT · Claude · Gemini
PH-0813Finance & Legal

Insurance Policy Checker

Paste a full insurance policy into Claude and ask whether your situation is covered, with the clauses, exclusions and limits quoted back.

You fill in paste your policy herewhat happened, when…

Claude
PH-0815Finance & Legal

Invoice Reminder Writer

Turns invoice details into polite but firm payment reminder emails at any escalation level, for freelancers and small business…

Ready to paste · swap in your own request

ChatGPT · Claude · Gemini
PH-0848Finance & Legal

NDA Drafter

Drafts a clear, numbered mutual or one-way NDA for founders, agencies and consultants, plus notes on clauses a lawyer should review.

You fill in company name

ChatGPT · Claude · Gemini
PH-0862Finance & Legal

Personal Budget Planner

Turn your income, bills and spending into a realistic monthly budget with suggested amounts, cuts to consider and one habit to change this month.

Ready to paste · swap in your own request

ChatGPT · Claude · Gemini
PH-0889Finance & Legal

Receipt Expense Logger

Reads photos of receipts and returns a clean expense table you can paste straight into Google Sheets.

You fill in attach the files

Gemini
PH-0946Finance & Legal

Subscription Audit

Turn a list of recurring charges into a keep, downgrade or cancel decision for each one, with the yearly total you get back.

You fill in paste the list

ChatGPT · Claude · Gemini
PH-0951Finance & Legal

Tax Prep Organizer

Turn a year of self-employed records into a sorted checklist and a question list to take to your accountant before filing.

You fill in self-employed photographerIrelandJanuary to December

ChatGPT · Claude · Gemini
PH-0526Finance & Legal

Making money

Acts as an expert in making easy money and provides valuable insights and strategies for making quick cash using only its cell phone from the…

Ready to paste

ChatGPT · Claude · Gemini
PH-0424Finance & Legal

Financial Analyst

Want assistance provided by qualified individuals enabled with experience on understanding charts using technical analysis tools…

Ready to paste

ChatGPT · Claude · Gemini
PH-0441Finance & Legal

Investment Manager

Seeking guidance from experienced staff with expertise on financial markets…

Ready to paste

ChatGPT · Claude · Gemini
PH-0538Finance & Legal

Divorce Lawyer

Acts as an experienced California family law divorce attorney and provides guidance on how to enforce a court order to ensure that its client's…

Ready to paste

ChatGPT · Claude · Gemini
PH-0343Finance & Legal

Accountant

Acts as an accountant and comes up with creative ways to manage finances.

Ready to paste · swap in your own request

ChatGPT · Claude · Gemini
PH-0357Finance & Legal

Legal Advisor

Acts as your legal advisor: you describe a legal situation, it provides advice on how to handle it.

Ready to paste · swap in your own request

ChatGPT · Claude · Gemini
PH-0415Finance & Legal

Startup Tech Lawyer

I will ask of you to prepare a 1 page draft of a design partner agreement between a tech startup with IP and a potential client…

Ready to paste

ChatGPT · Claude · Gemini
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