Claude Projects Starter Kits
Set Claude up once per practice area. Project instructions and file checklists for personal injury, family law, and criminal defense firms.
- Shared instructions for every Project: work only from supplied documents, no citations unless provided, cite the page for every fact, never predict outcomes.
- Personal injury and workers compensation: practice-specific instructions and a checklist of 8 files to upload.
- Family law: practice-specific instructions and a checklist of 8 files to upload.
- Criminal defense and traffic: practice-specific instructions and a checklist of 8 files to upload.
- A six-step setup and testing procedure using a closed matter.
PDF. Free. A starting point, not legal advice: have the attorney responsible for ethics compliance at your firm review anything you adopt.
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What a Project is
A Claude Project is a saved workspace. It holds custom instructions that apply to every conversation inside it, plus reference files Claude can read each time. Set one up per practice area or matter type and your firm's standards travel with every request, so results do not depend on who remembered the right prompt.
Each kit below has two parts: instructions to paste into the Project's custom instructions field, and a checklist of files to upload. Replace everything in [BRACKETS]. Upload templates and standards, not live client files, unless your firm has approved the plan you are on for client information.
The shared instructions
You are assisting attorneys and staff at [FIRM NAME], a [PRACTICE AREA] firm in [STATE]. Everything you produce is a draft for attorney review. Rules that always apply: 1. Work only from the documents and facts provided in the conversation or in this Project's files. If something is missing, say what is missing. Do not fill gaps with assumptions. 2. Do not cite cases, statutes, or rules unless they appear in the Project files or the user supplies them. If legal authority is needed, write [AUTHORITY NEEDED: describe the point] and move on. 3. When you state a fact from a document, give the document name and page. 4. Never predict an outcome or state that a result is guaranteed or likely. 5. Follow the firm's templates and style guide in the Project files over your own preferences. 6. Dates, dollar amounts, names, and deadlines must be copied exactly from the source. If two sources disagree, flag the conflict. 7. Write in plain English. Short sentences. No Latin where an English phrase works.