Get real work out of Claude. Without the sanctions story.
Hands-on training on your own documents, with the guardrails for confidentiality, verification, and supervision built in. Flat fee. One session to get started.
- Taught on a closed matter of yours
- Draft AI policy included
- Flat fee, in writing, before you commit
Your firm already adopted AI. It just happened without a decision.
It is already in use
An associate pasted a brief into a chatbot. A paralegal ran a chronology through one. Nobody asked, because nobody thought of it as a firm decision.
The citations can be invented
Courts keep sanctioning lawyers for filing cases that do not exist. The tool sounds exactly as confident when it is wrong.
Nobody read the terms
On a personal account, whether client material can be used for training is a setting each user controls. The firm cannot see it.
Firms that ban AI get shadow usage and no visibility. Firms that adopt it without guardrails end up explaining themselves to a judge. The gap between those outcomes is training and a written policy.
Six things your team will be able to do next week.
Drafting Workflows
How to brief Claude properly, supply the right source material, and edit output into something you would sign your name to.
Document Review
Working through discovery, medical records, and contracts at volume, with verification habits that keep an attorney genuinely in the loop.
Research Support
Using Claude to structure analysis, test arguments, and summarize your own materials, plus why it never replaces citation checking.
Claude Projects
Set up reusable Projects per practice area or matter type so your firm's templates and standards travel with every conversation.
Claude Code
For technically inclined staff, using Claude Code to build firm automations over documents, spreadsheets, and case data.
Ethics Guardrails
Confidentiality, client data handling, supervision of nonlawyer and AI work, billing practices, and a written firm AI policy.
Every workflow we teach has the same shape.
Claude does the reading and the first draft. People do the checking and the judgment. Nothing skips a step.
Your documents
The file, the facts, your template
Claude drafts
Inside a firm Project, on an approved plan
A person verifies
Every cite, quote, date, and dollar figure
An attorney signs off
Reviewed against the sources
Out the door
With the check saved to the matter file
The Claude Kickoff
One half-day session that gets the firm onto safe footing and produces work product the same day.
Remote. On site $3,500 plus travel.
You leave with
- Working prompts, tested on your own documents
- A Claude Project configured for your practice area
- A written decision on which plan the firm uses
- A draft AI use policy, marked up for your firm
Credited in full toward a Full-Day Workshop booked within 60 days. One month of office hours included.
Where the firm is today
A quick, honest inventory: who is using what, on which accounts, for which tasks. No judgment, just the starting line.
How Claude works, and where it fails
Module 01. Including a live example of a fabricated citation and how to catch it.
Briefing Claude like a junior associate
Module 02. Everyone rewrites one weak prompt against one of the firm's own documents.
One workflow, built on your documents
Chosen on the intake call. Typically a medical chronology, a discovery response review, or a client update sequence, built from a closed matter.
Verification
Module 06. The citation check, the record check, and who signs off.
Plans, client data, and the policy
Module 07. The firm decides which plan it is on and what may go into it. We walk through the draft policy section by section.
Close
Each person names the task they will use Claude for this week. We schedule the follow-up.
Flat fees. Priced by the session, not by the head.
Claude Kickoff
The place to start. One session that gets the firm onto safe footing and produces work product the same day.
- Modules 01, 02, 06, and 07, plus one workflow built on your own documents
- A written plan recommendation: which Claude plan, and what may go into it
- A draft AI use policy from our template, marked up for your firm
- Remote or on site. Attorneys and staff together.
Full-Day Workshop
For firms ready to put Claude into daily work across a practice group.
- Modules 01 through 07
- Claude Projects built live for each practice area
- Prompt library and procedures documented for your firm
- A recording and materials for people who join later
Leadership Briefing
For managing partners and executive committees who need to decide, not to prompt.
- Module 08, plus the economics: where the hours are and what changes
- Risk, policy, and what your bar has said
- A decision memo you can take to the partnership
Office Hours
Where adoption actually happens. The useful questions only appear after people have tried it on live work.
- A standing monthly session for questions and new workflows
- Project and policy updates as tools and terms change
- Month to month
- Every price covers the whole firm in one session, not a per-person fee.
- Materials, recording, and one month of follow-up office hours are included with the Kickoff and the Workshop.
- Claude Code and automation builds are scoped and quoted separately as flat-fee projects.
Nine modules. Pick what your firm needs.
Each one is taught on your documents and ends with something the firm keeps. Open a module to see what it covers.
01How Claude works, and where it failsEveryone
- What a language model is doing when it answers, in plain terms
- Why it invents citations, and why it sounds certain when it does
- Context: what Claude can see, what it cannot, and why source documents change everything
Everyone can explain to a colleague why every citation gets checked.
02Briefing Claude like a junior associateEveryone
- The five parts of a good instruction: role, task, source, format, limits
- Hands-on: rewriting a weak prompt on one of your own letters
- Asking for gaps and open questions instead of guesses
Each person leaves with two prompts that worked on their own documents.
03Long documents: review, summaries, chronologiesAttorneys, paralegals
- Medical records, depositions, discovery productions, and contracts at volume
- Tables with page references so a person can check the work
- Spot-checking: how much to verify and how to record it
A chronology or review table built live from a closed matter.
04Drafting from source materialAttorneys, paralegals
- Demand letters, client updates, discovery requests, statements of facts
- Feeding Claude your template and an example you consider excellent
- Editing output into something you would sign
A first draft of a real work product, marked up by the attorney who owns it.
05Claude Projects: the firm's workspaceEveryone, plus one Project owner
- Custom instructions that encode how your firm wants work done
- Which templates and standards to upload, and what to leave out
- Testing a Project against a closed matter
One working Project per practice area, with a named owner.
06Verification and citation checkingEveryone
- The seven-step citation check and the red flags
- Record cites, quotations, dates, and dollar figures
- Standing orders and local rules on AI disclosure in your courts
A verification procedure adopted as firm practice, with a form.
07Confidentiality, plans, and client dataEveryone
- Consumer plans versus commercial plans, and what each contract says
- What never goes in: protective orders, client restrictions, health information without the right agreement
- Engagement letters, client consent, and outside counsel guidelines
A one-page decision on which plan the firm uses and what may go into it.
08Supervision, billing, and the written policyPartners, firm leadership
- ABA Formal Opinion 512 and your state bar's guidance, duty by duty
- Who reviews what, and what review means
- Billing AI-assisted work honestly, including flat and value-based fees
A draft AI use policy ready for review by your ethics counsel.
09Claude Code and automationTechnically inclined staff
- Batch processing document sets
- Restructuring case management exports and building reports
- Keeping automations inside the firm's approved accounts
One working automation your team built with us and can extend.
What the bars have said, and what the courts have done.
Two working databases we keep for our own training. Search them, filter them, and follow every entry to its source.
Checked September 17, 2026. Open the full tracker →
Checked September 17, 2026. Open the full database →
Take the handouts. They are free.
Four steps. The first one is twenty minutes.
A 20-minute intake call
Practice areas, headcount, what people are using today, and the one bottleneck you most want gone.
A one-page scope at the listed price
Modules, date, format, and what we need from you. The price is the one on this page unless you ask for something custom.
Preparation
You send a closed matter and two or three templates. We build the session around them.
The session, then the follow-up
You leave with prompts, a Project, a plan decision, and a draft policy. Office hours in the month after are included.
Want CLE credit?
Accreditation is decided state by state, so we do not promise it in advance. Tell us your state on the intake call. We supply the timed agenda, written materials, presenter information, and attendance records your application needs. Modules 06, 07, and 08 are built around professional responsibility.
Straight answers.
Still unsure whether this fits your firm? Tell us how your team uses AI today and we will tell you honestly.
Ask us →What is Claude, and why train on it specifically?
Can we put client information into Claude?
Who should attend the training?
Does this create ethics exposure for the firm?
What do we walk away with?
How is Claude training priced?
Can our attorneys get CLE credit?
Is there anything we can use before hiring you?
Read the full overview of our approach
Why AI training for law firms matters now
Your firm has already adopted AI. It happened without a decision. An associate pasted a brief into a chatbot, a paralegal ran a medical chronology through one, someone in intake used one to write a client email. None of them asked, because none of them thought of it as a firm technology decision.
That is the actual risk, and it is not theoretical. Courts have sanctioned lawyers for filing briefs with fabricated citations, and confidential material has gone into tools whose terms nobody read. Meanwhile firms that treat AI as a deliberate capability are pulling ahead on work that used to be pure labor: first drafts, document review at volume, records summarization, and intake triage.
The gap between those two outcomes is training and policy. Not enthusiasm, and not restriction. The firms that ban AI outright end up with shadow usage and no visibility. The firms that adopt it without guardrails end up explaining themselves to a judge. Claude training for lawyers is how you get the upside with the exposure managed.
What Claude actually does well
Claude is Anthropic's AI assistant. It is available through a web and desktop app, through team and enterprise plans that give firms administrative controls, and through Claude Code for building automations. We train on what it genuinely does, not on what AI marketing claims.
Where it performs well for legal work:
- Reading long documents. Depositions, medical records, contracts, and discovery productions, summarized or analyzed against instructions you give it.
- Drafting from source material. Give it the file, the facts, and your template, and it produces a first draft that follows your structure.
- Consistency across volume. Applying the same review standard to sixty documents without drifting on document fifty.
- Structured extraction. Pulling dates, parties, treatment, amounts, and obligations into a usable table.
Where it does not belong without verification: legal citations, jurisdiction-specific rules, anything going to a court, and any judgment call about a client's interests. Every workflow we teach has a verification step built in, because that is what the duty of competence requires.
What is included
Core training sessions
Hands-on and matter-based, run live for your attorneys and staff. We cover prompting that works, which is mostly giving good instructions and good source material, then move into workflows specific to your practice: drafting correspondence and memoranda, document and discovery review, records summarization, deposition analysis, intake triage, and contract review.
Claude Projects setup
Projects let you attach your firm's templates, standards, and reference material to a persistent workspace, so every conversation starts from your context rather than from nothing. We build Projects around your practice areas and matter types, with custom instructions that encode how your firm wants work done. This is usually the highest-value deliverable, because the training then does not depend on everyone remembering the right prompt.
Claude Code for firm automation
For firms with technically inclined staff, Claude Code turns one-off requests into repeatable automations: batch processing document sets, restructuring case management exports, generating reports from case data. We build one working automation with your team so they can see the pattern.
Confidentiality, client data, and ethics guardrails
This section is not an afterthought. We cover:
- Plan selection and data handling. How consumer, team, and enterprise arrangements differ, what each means for your material, and why privileged client data should not go into a consumer tool absent an appropriate plan and a written policy.
- Competence. Bar guidance treats technological competence as part of the duty of competence. That cuts both ways: you need to understand the tool's limits and its capabilities.
- Confidentiality. What your engagement letters permit, when client consent is appropriate, and how to handle matters under protective order or third-party confidentiality terms.
- Supervision. AI output is work product requiring attorney review, the same as a junior associate's memorandum. We establish who reviews what, and what review means in practice.
- Candor and verification. A mandatory rule for anything filed: every citation checked in a real database, every quote verified against the source.
- Billing. Whether and how AI-assisted time gets billed, and why efficiency gains need to be handled honestly under reasonable fee rules.
- A written policy. You leave with a draft firm AI use policy covering permitted uses, prohibited uses, approved tools, verification requirements, and client disclosure practices.
We flag the issues and give you a defensible starting framework. Your own ethics counsel should review the final policy against your jurisdiction's rules, and we will say so in the room.
How the engagement works
Most firms start with the Claude Kickoff, a half-day session onsite or remote, built after a short intake call about your practice areas and current usage. The full curriculum, the formats, and an hour-by-hour sample agenda are set out above. That is followed by Projects configuration, documentation specific to your firm, and a policy draft. Many firms add monthly or quarterly follow-ups, which is where real adoption happens, because the useful questions only appear after people have tried it on live work.
Firm leadership gets a separate shorter session on risk, policy, and where AI fits in the firm's economics.
Who this is for
This is a good fit if your team is already using AI informally and you want that brought into the light, if you are evaluating adoption and want an honest assessment rather than a sales pitch, or if you have adopted it and nobody is getting much out of it. It works for solo practices through mid-size firms, across litigation and transactional work.
It is a poor fit if you want a vendor to tell you AI will replace your staff. It will not, and we are not going to say that.
Next step
Tell us how your team is using AI today, honestly, and what your biggest document bottleneck is. We will tell you which workflows are worth building and what your policy needs to say before anyone uploads another client file.
Book the 20-minute intake call.
Tell us your practice areas and how the team uses AI today. We reply within one business day with a date, a one-page scope, and the price on this page.
- Claude Kickoff · $2,500 flat
- No per-head fees, no hourly billing