— Two hours a week · six weeks
The six-week build schedule
Every session is a live build. You leave with the thing working, not with a reading list. Topics tighten once each track fills, so the room shapes the last two weeks.
— Friday track
Friday Track — 12:00–2:00pm ET
Sept 11, 18, 25, Oct 2, 9, 16, 2026
5 attorney cap
— Monday track
Monday Track — 11:00am–1:00pm ET
Sept 21, 28, Oct 5, 12, 19, 26, 2026
5 attorney cap
— Week by week
- Week 01
Case Life Cycle
Map the firm before you automate any part of it.
- —Live demo first: a mandatory disclosure folder scanned, tracked, and turned into a client follow-up email
- —Case type inventory and the family law case life cycle — where documents exist at each stage and what is always missing
- —Template & SOP inventory as your automation raw material
- —Prompts 1 and 2 on Dropbox and on SharePoint — both paths shown
- Week 02
Claude & Cowork Architecture
How the pieces fit together.
- —Chat vs. Projects vs. Skills — which surface holds what; model selection and project instructions that survive a month
- —Org-wide vs. private projects on a Team plan, with staff in the room
- —Connectors: SharePoint and Dropbox side by side
- —The AI paralegal and who operates it — staff run the workflow, the attorney approves
- Week 03
Discovery & Financial Workflows
From mandatory disclosure to deficiency letter.
- —Start where the pain starts: the Rule 12.285 tracker, then the outstanding-items email to the client
- —Discovery organization and naming conventions in Cowork; redaction live
- —Income assessment straight through to a deficiency letter
- —FA-to-disclosure cross-check moves to pre-work and Thursday office hours
- Week 04
Firm Analytics, Billing & Time
Your own firm as the case study.
- —Every live demo on Clio; other systems covered in your 1:1
- —Claude in Chrome against your practice management system: case count, time-to-close, outstanding AR in one snapshot
- —Call transcript → notes and Clio tasks; consult prep from the intake form; invoice follow-up sequence
- —Billing narrative drafting, block-billing cleanup, and why PandaDoc
- Week 05
Build Your Own Skills
From user to builder.
- —Org-level vs. individual skills
- —Capturing your personal writing voice as a reusable skill
- —The retainer skill, with AI-disclosure language built in
- —The approval-gate skill: staff run it end to end, it flags the attorney only at decision points — bring your paralegal
- Week 06
Ethics, Security, Rollout & Capstone
What has to be true before you roll this out.
- —Confidentiality, head on: what Team vs. consumer accounts commit to, and documenting your Opinion 24-1 diligence
- —Granular, non-inherited permissions and the audit that proves them — SharePoint and Dropbox versions
- —The internal AI use policy (required deliverable)
- —Capstone: your live build, retainer update, policy one-pager, and the AI C-Suite before/after readout
— Between sessions
Weekly office hours
Thursdays 4:00–5:00 PM ET — fixed weekly drop-in, open to attorneys on either track. Sept 10 through Oct 29, 2026 (8 sessions).
— One on one
Two private hours
2 × 1-hour private sessions per registrant — use anytime, including as makeups.
Booked from your portal