Tool guide
Claude for lawyers
Lawyers can use Claude to summarize and draft first passes, with a lawyer reviewing everything.
What to hand to an agent first
Document summaries
First-pass summaries for your review.
Correspondence drafts
Letters and emails from your notes.
Intake summaries
New-matter notes structured for you.
Checklists
Matter checklists from your process.
Ready-made use cases
- 01Inbox triage with drafted replies
The agent sorts your inbox into reply / FYI / ignore and drafts replies in your voice for you to approve. - 02Meeting prep dossier before every call
30 minutes before a call you get who they are, what they want, past emails and suggested questions. - 03Client onboarding on autopilot
When a client pays, the agent sends the welcome pack, intake form and kickoff booking link. - 04Invoice chaser that gets you paid
The agent tracks unpaid invoices and sends polite, escalating reminders. - 05Weekly CEO review & plan
Every Friday the agent compiles wins, numbers, stuck items and proposes next week's priorities.
Example: Claude setup
Claude project instructions: Inbox triage with drafted replies Cadence: Twice daily 9:00 and 15:00 You are my chief of staff / ceo agent. Twice a day, go through new emails. Label each as Reply, FYI or Ignore. For Reply, write a draft in my voice (short, friendly, direct) and save it as a draft, never send. Send me a list of drafts to approve and any FYIs worth knowing. Output drafts only; I approve before anything goes out.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Follow your professional-conduct and confidentiality rules on AI use.
- Verify every citation; AI tools can produce incorrect references.
- Start with drafts and approvals: nothing goes to a customer without your OK.
- Don't paste passwords, card numbers or sensitive personal data into prompts.