Your house style, applied
Bold where it belongs, the right fonts, spacing, headings and signature blocks. I build it from a few final documents you’re happy with, so every one comes out looking like those.
Every document, finished your way.
Rebecca, thank you for your list and for answering my questions. This version follows your order: the document tool first, the Command Center second, and the rest once those are running. Mike, if Rebecca shared this with you, the prices are under What it costs, standard and partner side by side.
What you told me, and what changes.
Claude already drafts well for you. The time goes into everything around the draft: formatting it, assembling clauses, keeping up with the listservs and the inbox. That’s the part this plan takes off your plate.
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Formatting final documents takes too long.
The document tool applies your formatting (bold, fonts, spacing, headings) and saves a clean draft into the client’s folder, ready to send.
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Clauses get copied and pasted in Word.
Your master clauses live in one library. Update a clause once and every template gets the new version. Pick what a client needs from a list and it drops into place.
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Your listserv review doesn’t always run, and the reports aren’t quite right.
The three digests run every Monday on a schedule you can count on. We clean up the prompts together until the reports read the way you want.
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CLE material is hard to find again.
Every CLE digest and handout goes into one library you can search by topic, statute or speaker.
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Email eats the day.
Each morning your replies are drafted in your voice. You read, fix and send. Nothing goes out without you.
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Diagrams take forever in PowerPoint.
Your own template, filled in from the plan. That comes in the next phase, once the first two are running.
First: the document tool.
You finish the draft in WealthCounsel or Claude, the way you do now. The document tool does the rest: your formatting, your clauses, and a clean copy saved in the client’s folder.
Master clauses, one pick list
Your fee agreement, will and trust clauses in one library. Change a clause once and every template uses the new wording. Choose the ones a client needs and they go in where they belong.
Saved where you send from
The finished draft lands in the client’s matter in Clio Manage, ready for your review and to share through the Clio client portal.
What about WealthCounsel
- Keep it for now. Its clause library is kept current as South Carolina law changes, and that’s the expensive part to rebuild.
- The document tool picks up where WealthCounsel stops: the customizing you do today after you export.
Second: the Command Center.
A private dashboard and assistant for you. It reads from Clio Manage and Outlook and keeps your day in one place. You keep using both exactly as you do today.
Your morning list
What’s due today, what’s behind, and what’s coming up, pulled from Clio Manage and Outlook. Ready before you sit down.
Email, drafted in your voice
I build a Rebecca file and an Ethridge Law file from 10 to 20 emails and letters you already wrote. Claude reads both before it drafts a reply, so it sounds like you.
Listserv digests that run
NAELA, the SC Bar list and all seven WealthCounsel groups, every Monday. The WealthCounsel pass gets faster too, since it’s the slow one today.
Also in the Command Center
- A CLE library you can search, built from every digest and handout
- Email drafts at set points in a matter, waiting for your OK
- Incoming documents scanned and named automatically
- A booking page advisors can use while they’re sitting with their client
Confidential by design.
For a law firm, this comes before anything else. Here’s how client information is handled.
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A lawyer reviews everything.
The tools draft. They never send, file or sign on their own. Every document and email waits for a yes from you or your paralegal, which is what the ABA’s guidance on lawyers using AI (Formal Opinion 512) asks for.
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Your content doesn’t train the model.
On Claude’s Team plan, Anthropic doesn’t train its models on your content by default.
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It runs on the firm’s own accounts.
Clio, Microsoft 365 and Claude stay in the firm’s name. I get only the access the build needs, and you can turn it off any time.
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Client intake data stays put for now.
DecisionVault keeps client data closed to AI tools unless an account guarantees zero data retention, which isn’t part of Claude’s Team plan. So we start without it, and the firm decides later.
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Your clients know how it’s used.
I include a one-page AI policy for your team and consent wording for your engagement letter.
Your paralegal.
A playbook they learn from
Your paralegal just started. I write down how Ethridge Law does each recurring job, from intake to signing prep. Each one is a page they can follow on day one, and the same page tells Claude how to help with it. One piece of work trains your hire and sets up the automation.
Their own seat
Your paralegal gets the document tool and their own Claude account with the firm’s voice file loaded, so their drafts start from the same place yours do.
What comes next.
Once we know everything works, we’ll expand the tool to will and trust diagrams, and build in the summaries and error checks you already run in Claude.
Will and trust diagrams
Your PowerPoint template, filled in from the plan automatically, with the detail the quick Claude versions leave out.
Summaries and error checks, built in
Claude already writes your plan summaries and checks drafts for errors. Both move into the document tool, so they come out formatted and the check runs every time.
What it costs.
Fixed prices, and about three weeks to set up. The website shows my standard rates. As a fellow BNI member, you get network partner pricing.
To Handled
| One time | Standard | Your price |
|---|---|---|
| Command Center | $5,000 | $2,500 |
| Document tool, with master clauses | Custom build | $1,500 |
| To start | $4,000 | |
| Monthly | Standard | Your price |
| Upkeep and fixes, for you and your paralegal | $197 + $97 | $250 |
Paid to others
- The firm is already on Claude’s Team plan, so there’s nothing new to buy from Anthropic. If your paralegal doesn’t have a seat yet, adding one is $25 a month, or $20 billed yearly.
- Clio, DocuSign, WealthCounsel, DecisionVault and Outlook stay as they are.
- For Mike
- A Command Center of his own at the same partner price: $2,500, standard $5,000.
To get started.
Nothing to do today. When you’re ready, this is what I’d need first.
- Two or three final documents formatted the way you like them. They become the style guide.
- Your master clauses, in whatever file they live in now.
- Where finished documents should land: the client’s matter in Clio, or a draft in Outlook.
- Who manages the firm’s Microsoft 365 and Clio admin. Connecting each needs their OK once.
I’d be glad to walk anyone at the firm through this in person. Text or email whenever you’re ready.