Neutral Attorney Investigations
Your Starter AI Prompt Library
Ten confidentiality-aware AI prompts — plus a bonus interview cheat-sheet — for running workplace investigations that hold up. Copy any prompt into your AI tool — always de-identify names and specifics first, and keep confidential material out of public AI tools.
How to use these
1
De-identify first. Replace real names, roles, and identifying details with placeholders before you paste anything into an AI tool.
2
Keep it confidential. Don’t put investigation material into public or free AI tools; use a tool with appropriate confidentiality and data controls.
3
You stay in charge. AI drafts — you decide. Every output is a starting point to verify against the record and the law, not a conclusion.
Important — please read first
These prompts are part of general educational and informational materials only. They are not legal advice. Before relying on any output you generate with them, have licensed employment counsel confirm the current law for the relevant jurisdiction.
- No attorney–client relationship. Downloading or using these materials does not create an attorney–client relationship with Jody Katz, Esq. or Neutral Attorney Investigations, P.C., and nothing here is a substitute for advice from your own counsel.
- Jurisdiction. Jody Katz is licensed to practice law only in the State of California. Any multi-state material is general information compiled from public sources, not legal advice about the law of any state. Employment law varies by state and locality and changes frequently — confirm current law with an attorney licensed in the relevant jurisdiction.
- Currency. The law changes. Statutes, agency guidance, deadlines, and case law may change at any time; verify current law before relying on anything here.
- No guaranteed outcome. Using these materials does not guarantee that any investigation will be found adequate or will support or defeat any legal claim. Conducting a workplace investigation can carry legal risk; consult counsel where the stakes warrant it.
- AI can be wrong. AI outputs can be inaccurate, incomplete, or biased and must be verified against the record and applicable law. Your professional judgment remains in charge at every step.
- Neutral role. Where these materials describe the author’s practice, they describe the work of a neutral investigator who represents neither the complainant nor the respondent and does not litigate cases.
© 2026 Jody Katz, Esq. / Neutral Attorney Investigations, P.C. All rights reserved.
1
Investigation Plan & Scope
Based on these de-identified allegations, draft: (1) a one-paragraph scope statement (the specific questions this investigation will answer), (2) the policy categories potentially implicated (as issues to check, not legal conclusions), (3) a preliminary witness list by role, and (4) the documents and data to preserve now. Flag anything ambiguous I should clarify with the retaining party. Allegations: [paste de-identified summary]
2
Clean Chronology from Messy Notes
Turn these de-identified notes into a neutral, dated chronology. Use a table: Date/Time, Event, Source. Keep it strictly factual — no characterizations or conclusions. Where a date is uncertain or a fact comes from only one source, flag it. Notes: [paste de-identified notes]
3
Neutral Complainant Questions
Draft open-ended, non-leading interview questions for a complainant about these de-identified allegations. Group by incident, and for each include the standard follow-ups: who else was present, who else may have seen or heard any part of it, and what was said or done immediately before and after. No leading or accusatory phrasing. Allegations: [paste]
4
Respondent Questions
Draft fair, non-leading interview questions for the respondent. Go allegation by allegation, give a genuine opportunity to respond to each, and include questions inviting their account, any context, and names of witnesses they would want interviewed. Neutral tone throughout. Allegations: [paste de-identified]
5
Witness Questions
Draft neutral questions for a witness who may have firsthand knowledge of these de-identified events. Focus on what the witness personally saw or heard (not rumor), pin down time, place, and who was present, and avoid revealing details the witness has not independently offered. Events: [paste]
6
Map Conduct to Policy Issues
For this de-identified alleged conduct, list the categories of workplace policy that could be implicated (anti-harassment, discrimination, retaliation, code of conduct, etc.) as issues to examine against the employer's actual policies. Do not reach legal conclusions or state whether a policy was violated — just identify what to check. Conduct: [paste]
7
Summarize & Stress-Test Documents
Summarize the key facts in these de-identified documents relevant to [the issue]. Produce: a short factual summary, facts that support and facts that cut against, and any gaps, inconsistencies, or missing documents a careful reviewer would ask about. No conclusions. Documents: [paste de-identified excerpts]
8
Credibility-Assessment Framework
Give me a neutral framework to weigh the credibility of conflicting accounts — the factors to consider (plausibility, internal consistency, corroboration, level of detail, motive to fabricate, and the limits of demeanor) and how to apply each fairly. Do not decide credibility for me or assume facts — give me the structure to make my own assessment.
9
Summary of Investigation — Outline
Draft a neutral outline for a Summary of Investigation memo covering these de-identified allegations. Organize allegation by allegation, and for each separate (a) what is alleged, (b) the relevant evidence, and (c) the factual findings — keeping facts distinct from conclusions. Leave placeholders for me to complete. Allegations: [paste]
10
Pressure-Test Your Draft Report
Review this de-identified draft report as a skeptical, neutral reviewer. Flag: leading or biased language, conclusions not supported by the stated facts, gaps a party or a court might point to, and anywhere fact and opinion blur. Suggest neutral rewrites for any problem language. Draft: [paste de-identified draft]
★
BonusInterview Method Cheat-Sheet
Create a one-page interviewing cheat-sheet for a neutral workplace investigator: how to open an interview and give the confidentiality and no-retaliation admonitions, how to ask open-ended and non-leading questions, the per-incident follow-ups to run every time, and how to close. Keep it practical and neutral.
Ready for the whole system?
Workplace Investigations Pro™
These prompts are a taste. The full system is the complete playbook, every template, and the entire prompt library — one consistent, defensible way to run investigations across your whole organization.
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Prompt. Fair. Thorough. · Neutral Attorney Investigations, P.C.