Claude for Legal & Professional Services fits if any of these sound right
If the right column sounds more like you, we will point you to the better door.
- Your people use AI quietly already and you have no firm policy for it.
- Document review and intake eat hours that could go to billable work.
- Confidentiality and your duties are non-negotiable, so the setup has to be right.
- You want one tool deployed well, not five logins and no oversight.
- You only want a list of prompts. That is training, not a deployment.
- You will not set any AI policy or controls. We will not set up a tool without them.
- You expect AI to give legal advice on its own. It drafts and reviews; your people decide.
- You want open-ended hours with no fixed scope. We sell a flat-fee package.
Inside Claude for Legal & Professional Services
Every line is a real thing we deliver, not a brochure bullet.
Plan and design
We pick the right Claude plan, often Enterprise for the controls, and choose the three matter workflows to start with.
Secure setup and rollout
We provision seats, set single sign-on and access by role, install Claude Cowork, and turn on audit logs and retention controls.
Connect your tools
We wire Claude to your document store or practice system so it works from real files, with access locked down.
Starter prompt and Skills library
Prompts and Claude Skills built for intake, conflict checks, and document review. Yours to keep.
Hands-on training
Two live sessions by role, attorneys and staff, on real matter work and what stays off-limits.
AI use policy
A plain policy that fits your duties: confidentiality, what data is allowed, supervision, and disclosure.
BAA and controls setup
We help put a signed agreement in place where needed and confirm the privacy and audit controls are on.
Time-saved baseline
We capture your starting numbers on the first matter workflow so you can show real time saved by day 30.
Managed Claude
Optional monthly care: usage and cost reports, access reviews, audit-log checks, and a quarterly tune-up.
What your team will actually do with Claude
These are the workflows we set up and train on first. Real work, not demos.
Client intake
Turn intake calls and forms into clean matter summaries and follow-up questions, ready for a lawyer to review.
Conflict checks
Claude scans your matter and party lists to flag possible conflicts for a human to confirm.
Document and contract review
Summarize long documents, pull key clauses and dates, and flag risks across a stack of files.
Research summaries
Summarize case law and long records into plain memos, with your team checking the cites.
Deliverable drafting
First drafts of letters, memos, and routine filings in your firm's voice and format.
Records and discovery prep
Organize and summarize medical records, discovery, and exhibits so review starts ahead.
Real deliverables, not vague phases
Each step has a named result. If we miss one, you will know.
Design and secure setup
We confirm the three starting workflows, provision seats, set single sign-on and role-based access, install Claude Cowork, and turn on audit logs and retention controls.
Train and go live
Attorneys and staff do two hands-on sessions with the starter library. Your AI use policy is signed. At least one workflow is live with controls confirmed.
Adoption and audit check
We review usage and access, confirm the audit trail, capture time saved, and hand off the checklist. You decide on optional Managed Claude.
Named people. The same people next quarter.
Claude Lead (your contact)
Runs the deployment, sets the controls with your firm, and owns the result.
Trainer
Runs the two hands-on sessions and builds the starter library for intake, conflicts, and review.
Managed Claude engineer (optional)
If you add monthly care, this is who reviews access and audit logs and runs the quarterly tune-up.
Prices published. No surprises.
The exact number depends on your size and scope. The intro call confirms it within 48 hours.
Plus optional Managed Claude, priced separately
One flat fee covers design, secure setup with single sign-on and audit logs, your connectors, the starter Skills library, two training sessions, and your AI use policy, for a team of 5 to 25. The fee scales with seats and controls. Managed Claude is available as an optional monthly add-on, priced separately.
- The right Claude plan chosen and set up with controls
- Single sign-on, role-based access, and audit logs on
- Your document store or practice system connected
- A starter prompt and Skills library you keep
- Two hands-on training sessions for attorneys and staff
- An AI use policy that fits your duties, plus BAA help
About Claude for Legal & Professional Services
Is client data kept confidential?
Does this fit our professional duties?
Why Claude over other tools?
Will it give legal advice?
How fast can we be live?
Do we have to buy the monthly Managed Claude?
Claude for Legal & Professional Services starts with a 30-minute intro.
We confirm the fit, scope the work, and send a clear quote within 48 hours. If we are not the right door, we will tell you.