Claude Setup & Training
Get Claude embedded into your firm's day-to-day work.
Setup and connections in session 1, prompts, Projects, and Claude for Legal tools in session 2 - all on your firm's own setup and real matters.
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Curriculum
Session 1
We get Claude in place at your firm: configured, connected, and ready for the team to use.
- A Claude account configured for your firm: Plan, seats, settings, and governance position decided together.
- Audit and traceability in place: Clear records of how Claude was used, on what data, and by whom.
- Claude connected to Word, Outlook, SharePoint, and Teams: The applications the team already has open, with Claude alongside.
- Claude for Legal turned on: The ready-made legal tools Anthropic built into Claude, switched on for the work your firm does.
Session 2
We sit with your team and get them using Claude confidently on the daily work of the firm.
- Writing prompts that get reliable output: The patterns and habits that move the team from vague answers to drafts they can actually use.
- Working with Claude inside Word and your other applications: Drafting, reviewing, and asking questions of documents without leaving the tools the team already work in.
- Setting up Projects for the work that repeats: One Project per practice area, client, or recurring workflow, so the firm teaches Claude its way of doing the thing once.
- Using the Claude for Legal tools on real work: What each one is for, when to reach for it, and how to read what it gives back.
What's included
- Two live sessions: Four hours, instructor-led, hands-on support.
- Private to your firm: No shared cohorts or general webinars — the four hours are run for your firm and your team only.
- Work on your firm's real matters: Your firm's actual Claude account, and the matters your team is working on right now.
- A written take-home: A record of what was configured, a starter prompt set, and a one-page Claude for Legal tools reference — everything the team needs to keep building on what we set up together.