◆ Acrobat · combine

Assemble Counsel Packet

Prepare a counsel packet for claim [claim=2023-410] likely to be litigated by combining policy, incident report, photo…

2heights
2tasks
1roles do it
See the prompt↓More combine workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Prepare a counsel packet for claim [claim=2023-410] likely to be litigated by combining policy,…+
Prepare a counsel packet for claim [claim=2023-410] likely to be litigated by combining policy, incident report, photos, medicals, and my investigation memo into one PDF and label it 'Counsel Packet: [claim=2023-410]'.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before delivering the counsel packet for [claim=2023-410], make counsel's review faster: add a…+
Before delivering the counsel packet for [claim=2023-410], make counsel's review faster: add a two-page executive summary with exposure estimate, tab the documents (policy, medical, photos, correspondence), highlight inconsistencies counsel should note, and attach a short list of open items and recommended next steps.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Prepare a packet for legal counsel on claims likely to be litigated so counsel can assess exposure and options.

Who does this

1 roles
Claims Adjuster

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Acrobat — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.