Claude, Set Up So Every Open Case Gets Checked Each Morning. Live on Your Cases in 14 Days.

Standard Claude, set up for a small law firm: every open case checked each morning, consult notes the whole team can use, and intake replies drafted from your fee schedule. A lawyer reads everything before it goes out.

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Gabe I'm Gabe. My team built case checks and a missed-fee audit for an immigration firm, on Google's Gemini. The audit found 300+ missed change-of-address fees.

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Claude

Morning case check (sample firm)

8:00 AM

3 cases need someone

From your case system and the shared inbox.

  • 1:12 AM

    Work permit renewal, unassigned since Monday.

  • 2:40 AM

    Two emails, no reply in 52 hours. Draft confirms the documents.

  • 4:05 AM

    Evidence 6 of 12. The missing six are listed for the paralegal.

0 sent. Each waits for a lawyer.

Checked before anyone got in.

Ortiz has no attorney (sample)
To: Dana, managing attorneySubject: Ortiz: no attorney since Monday

Ortiz (work permit renewal) has had no assigned attorney since Monday.

The current permit expires in 41 days, so the renewal should be filed this month.

Assign it in the case system and it drops off tomorrow's list.

Reply to M. Chen (sample)
To: M. ChenSubject: Re: Any update on my case?

Thank you for your patience, and I'm sorry for the slow reply.

We received the documents you sent last week, and they're in your file.

Your attorney will call you by Friday with the next step.

Patel RFE due Friday (sample)
To: Paralegal teamSubject: Patel: six documents missing before Friday's RFE response

The Patel RFE response is due Friday, and the evidence checklist is at 6 of 12.

Still missing: the joint lease, two bank statements, the tax transcript and two affidavits.

Can someone ask the client for them today?

Sound Familiar?

Not Responding

A case sits with no owner until the client calls to ask why nobody wrote back.

Error: Notes Not Found

The consult went well, and the notes live in whoever took the call.

Invoice Never Sent

The work got filed, and the invoice never went out.

1 New Inquiry

Inquiries wait a day because only one partner knows what to quote.

Claude — Permission Unclear

You pay for AI, and nobody's sure they're allowed to paste a client file into it.

Each one is a job Claude can take off the firm's desk. Here's the same firm, set up.

See It Fixed

Same Claude. Only One Was Set Up.

A made-up firm with made-up clients. It runs through a few on its own. Pick one to take over, or open a source to see where each line came from.

claude · out of the box

Which cases need someone today?

I can't see your case management system. If you paste in a case list, I can sort it for you.

claude · set up (sample firm)

Which cases need someone today?

Three. The Ortiz case has had no assigned attorney since Monday. The Chen client has emailed twice with no reply in 52 hours. The Patel RFE response is due Friday, and the evidence checklist is half done.

The second one has the firm's case system, fee schedule and shared inbox connected, and every answer shows where it came from.

Try it on a whole company's files
cases — Open cases
Export, this morning142 open cases

Ortiz · Work permit renewal · Attorney: unassigned since Mon

Patel · Adjustment of status · RFE response due Fri · Evidence 6 of 12

Nguyen · Naturalization · Interview scheduled, all documents in

outlook — Any update on my case?
From: M. ChenSecond message, no reply yet

I sent the documents last week and haven't heard back.

Could someone confirm you received them?

notes — Consultation
Today, 9:30 AMTaken by the intake paralegal

Married two years, spouse is a U.S. citizen.

No prior applications or denials.

Wants to start this month.

docs — Fee schedule 2026
Shared drive / AdminLast edited Jan 8

Family-based adjustment of status: $4,500 flat, filing fees extra.

Assigned to: Dana (family cases)

cases — Ramos
Closed Mar 20Work permit renewal

Mar 3: Application filed

Mar 20: Case closed, approval received

billing — Invoices, Q1
Jan 1 to Mar 31Search: Ramos

No invoices found for client: Ramos

outlook — New inquiry
From: Website formLast night, 10:48 PM

My work visa expires in March. Can you help me renew it, and what does it cost?

docs — How we do intake
Shared drive / AdminLast edited Feb 2

Consults are $150, credited to the fee if they hire us.

Never quote a case fee before the consult.

What My Team Built for Law Firms

Exhibit A

14 days

Hearings inside 14 days, listed

Every open case, checked

Reports from the firm's case management system: cases with no assigned attorney or paralegal, and hearings inside 14 days. Running on an immigration firm's open cases.

Runs on Google's Gemini
Exhibit B

300+

Missed fees found

The work nobody billed for

A missed-fee audit of the same firm's cases found clients who moved and were never charged the change-of-address fee.

Same firm, on Google's Gemini
Exhibit C

Total collected

Her dashboard's headline number

What a solo practice really collected

A collections dashboard built on Clio. The attorney checked its total against her own Clio data and signed off.

Its own app, on Clio

None of these run inside Claude. A case check in your Claude is exactly what the guarantee covers: live on your real cases by day 14, or all your money back. The terms

The Rules, Mapped to the Setup

Opinion 512 is the ABA's guidance on generative AI. Here's each duty it covers, what the setup does about it, and the source for every line. I'm not a lawyer: your state's version of each rule, and your own ethics counsel, decide.

ABA Opinion 512 Duties
The dutyWhat it asks of youWhat the setup does
Competence Rule 1.1Keep up with "the benefits and risks associated with relevant technology" (Comment 8), and understand a tool well enough to check its work. Rule 1.1, cmt. 8 [1]ABA Op. 512 [2] A walkthrough of what it can reach and where it fails, on your own cases, and an exit doc your firm keeps.
Confidentiality Rule 1.6Protect client information. For self-learning tools, Opinion 512 calls for informed consent, and "merely adding general, boiler-plate provisions to engagement letters" is "not sufficient." ABA Op. 512 [2] Claude Team or Enterprise, where Anthropic doesn't train on your content by default, in your firm's own accounts, with access set per person. During setup I work inside those accounts under a confidentiality agreement, my access ends at handover, and I keep no copies. Whether a matter needs client consent stays your call, and the FAQ below gives you the facts it turns on: training, retention and who can see what. Anthropic: no training [3]Anthropic on privilege [7]
Communication Rule 1.4Opinion 512 covers when a client should be told that generative AI is used on their matter. ABA Op. 512 [2] A plain list of what each job reads and writes. Opinion 512 says some uses require telling the client; which apply to your matters is yours to decide, and the list makes the answer easy to give.
Candor Rules 3.1, 3.3Every authority you cite has to exist. In Mata v. Avianca, two lawyers and their firm were sanctioned $5,000 under Rule 11 for citing cases ChatGPT invented. Mata v. Avianca [4] It isn't set up to cite cases from memory. Research goes through CoCounsel Legal or CourtListener if you use them, and every answer shows its source. Anthropic legal connectors [5]
Supervision Rules 5.1, 5.3Supervise the lawyers, staff and outside help doing the work, tools included. ABA Op. 512 [2] Drafts only. Nothing is sent or filed without a lawyer, the same rule Anthropic puts on its own legal plugins. Anthropic legal plugins [6]
Fees Rule 1.5Opinion 512 also covers how to bill for work done with generative AI. ABA Op. 512 [2] Nothing in the setup bills a client or records time. How you bill AI-assisted work stays with you, and Opinion 512 is the guide.
6 duties mapped 10 sources, each linked below Checked Nov 5, 2026 (ABA text Oct 31)

Two Ways to Get One

The Setup

Claude, Set Up in 14 Days

I map how your firm runs intake, cases and billing, and set up Claude Team to do the checking and drafting before anyone gets in.

  • One team of up to 20From $3,997
  • Release care, optional$997/mo

Included

  • Your firm's manual: intake rules, fee schedule, who handles what
  • Search across your email, documents and case notes
  • Three jobs that run on a schedule and stop at a draft, like the morning case check
  • A confidentiality agreement, and my access ends at handover
  • Two trainings, an AI policy and an exit doc

One job live on your real work by day 14, or all your money back. The terms

Book a Free Call

Founding price for the first 3 teams, then $5,997. Bigger, or on Claude Enterprise? We'll scope it on the call.

Coaching

Build It Yourself

I coach your team over screen share. You do the typing, so you know how every piece works and can explain it to a client.

  • Four 90-minute sessions, up to 5 people$1,997

The two weeks

  • A kickoff to pick the jobs worth handing off
  • Your manual and search, set up together
  • Your first job running on a schedule
  • Recaps, and up to 5 email questions after
Book coaching

You'll need a paid Claude plan. Which one depends on your team and what you're building, and we pick it at the kickoff.

Not ready for the whole setup? Have one job installed, like intake replies or client updates, tuned on your real matters in 7 days, for $997. See the one-job offer →

4 staff3 hrs a week52 weeks 624 hours a year

An example, not a promise: four people losing three hours a week each to status emails, intake replies and case chasing. Run your own numbers below. The setup is a one-time cost.

Run the numbers for your team

Questions Lawyers Ask Me

Help Topics
Can we put client files into Claude?
On Claude Team and Enterprise, Anthropic doesn't train on your content by default [3], and the setup runs in your firm's own Claude, Microsoft or Google accounts. I keep no copies and I'll sign an NDA. Anthropic's own view is that its commercial offerings "can be configured by lawyers in a way that maintains privilege and confidentiality" [7]. Whether a given matter belongs in it is still your call under your bar's rules, and the table above maps them. More on client data.
Does it give legal advice or file anything?
No. It checks, drafts and flags. A lawyer reads every draft, and nothing is sent or filed without one. Anthropic's legal plugins carry the same rule: "Every output from these plugins is a draft for attorney review" [6].
Will it make up case law?
It answers from your own files and shows the source, and I don't set it up to cite cases from memory. If you subscribe to CoCounsel Legal, Anthropic's connector grounds research in Westlaw, and the CourtListener connector reaches millions of public US opinions [5]. Check every citation anyway.
Doesn't Anthropic already make Claude for lawyers?
It does, and it's good. On May 12, 2026 Anthropic added 12 open-source legal plugins and 20+ legal connectors [5]. The litigation plugin handles matter intake, chronologies, demand letters and deposition prep [6]. The connectors reach systems like iManage, NetDocuments, Relativity, Ironclad and CoCounsel. None of the 20+ is a practice management system, and none of them knows your fee schedule, your intake rules or which cases are slipping. That's the setup: I connect your case system, install the plugins that fit your practice, and tune them on your real cases.
Who else sets up Claude for law firms?
A few people. As of November 2026, 8th Street Solutions sets up Claude for firms of two to twenty attorneys and quotes each setup. Shannon Advisory, a Select partner in Anthropic's Claude Partner Network, prices by written proposal, and a first engagement runs about three months. Others sell training, AI policies or rollouts, some across several AI tools. None of the setup pages I read promises your money back if it isn't live on time; mine does. Each one side by side, with where they beat me.
Does it work with our case management system?
MyCase has its own official connector for Claude, read-only and governed by your existing MyCase permissions, on Claude Team and Enterprise [8]. Clio has community-built connectors, which I'd review before they touch client data. Other systems usually work through their API or exports. The morning check runs on a schedule inside your firm's Claude. At the kickoff we check your system, and if I can't connect it, I tell you before the 14 days start.
Does it replace our docketing system?
No. Keep your calendaring and docketing exactly as they are. The morning check is a second set of eyes on what's already in your case system: a case with no attorney, a deadline with evidence missing, a client nobody answered. It flags, it never closes or reschedules anything, and your docket stays the record.
Who sees what?
Each person's Claude connects with their own login, so a paralegal sees what that paralegal can already see in your case system and email. The case check runs on an account you choose, read-only. If you run ethical screens, that account and the people who get its email follow them, and we set that at the kickoff.
Who on your side sees our data?
Only me, during the setup, inside your firm's accounts, with access you grant and can watch and revoke. I sign a confidentiality agreement written for the kind of outside help Rule 5.3 has you supervise. My access ends at the handover, and I keep no copies.
How long does Anthropic keep what we put in?
On Claude Team, chats stay until someone deletes them, then leave Anthropic's back-end systems within 30 days. Chats flagged for a policy violation can be kept up to 2 years [9]. A thumbs up or down sends the whole conversation as feedback, kept up to 5 years [10], so the AI policy I write for your firm says not to rate client chats. Custom retention periods are Enterprise only.
Can we start smaller?
Yes, without sending me anything confidential. Write one inquiry reply or client update with made-up facts, or send a template you already use. It passes through my site's form host and my own Claude account while I build, and I delete it from both when your setup goes out, within 48 hours. The setup then runs in your Claude, on your real work, and nothing comes back to me. If it earns it, Hand Off One Job, Installed puts it in your Claude and tunes it on your real matters for $997.
What's release care?
Optional, at $997 a month. I read every Claude release, test what matters for a firm your size, and update your manual and jobs. Each month you get a short note: what changed and what I did. Without it, your setup keeps working and you decide when to update.
What if I'd rather you set it up?
I set it up for one firm of up to 20 people in 14 days, from $3,997. One job live on your real work by day 14, or all your money back.

Sources

Every rule and quote above, with where it came from. The firm, clients and figures in the demo are made up.

References
  1. [1] Rule 1.1, cmt. 8. Model Rules of Pro. Conduct r. 1.1 cmt. 8 (Am. Bar Ass'n 2012) (technology competence), discussed in Am. Bar Ass'n, Law Technology Today, Technology Competence, Part I (2017)
  2. [2] ABA Op. 512. ABA Comm. on Ethics & Pro. Resp., Formal Op. 512 (2024) (Generative Artificial Intelligence Tools, July 29, 2024). PDF
  3. [3] Anthropic: no training. Anthropic, Claude for legal teams: "On Team and Enterprise plans, Anthropic doesn't train on your content by default." claude.com
  4. [4] Mata v. Avianca. Mata v. Avianca, Inc., 678 F. Supp. 3d 443 (S.D.N.Y. 2023) (Castel, J.) (sanctions under Rule 11 for citing nonexistent cases). Justia
  5. [5] Anthropic legal connectors. Anthropic, Claude for the legal industry (May 12, 2026): 20+ legal connectors, including CoCounsel Legal and the Free Law Project's CourtListener, and 12 open-source plugins. claude.com
  6. [6] Anthropic legal plugins. Anthropic, claude-for-legal plugins, README: "Every output from these plugins is a draft for attorney review." GitHub
  7. [7] Anthropic on privilege. Anthropic Help Center, Using Claude for legal work: privilege, confidentiality, and how to think about configuration. Anthropic's view, not legal advice. support.claude.com
  8. [8] MyCase connector. MyCase, MyCase MCP: built and supported by 8am, read-only by design, for Claude Team and Enterprise. MyCase Support
  9. [9] Anthropic retention. Anthropic Privacy Center, How long do you store my organization's data? (commercial plans, updated July 1, 2026): "Deleted from our back-end storage systems within 30 days"; flagged chats "up to 2 years." privacy.claude.com
  10. [10] Anthropic feedback. Anthropic Privacy Center, Is my data used for model training? (commercial plans): thumbs feedback stores the "entire related conversation" for up to 5 years. privacy.claude.com
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I Run My Own Company on This

My company, Nexrizen, runs on Claude, set up to know our email, docs and calls. It answers questions and drafts the work every day. I set up standard Claude Team to do that for other small teams.

I grew up on computers that looked like this, and they all came with the same promise: let the machine do the boring part. Claude finally keeps it.

Hand Off One Job, FreeMy Story