— Free walkthrough · See it live

Seven demos. Real client files.

This is what six weeks of hands-on AI training actually looks like — built from real firm systems, and real mistakes caught before they happened. Every story below ran on a live matter.

— The frame

Beginner-level AI, real systems. General knowledge and skills to go build your own — hands-on every week, nothing locked to one tool, and no black-box product handoff.

Demo 01 / 07

Chat drafts a plan

The ask: Asked plain Claude Chat to build two WordPress intake forms — moving party and responding party — for a child support modification.
What happened: It asked which site and how detailed, then proposed a short lead-capture form. Fast and reasonable, but working from a generic structure.

“Chat gave me a plan.”

Takeaway — Chat is the right tool for shaping the idea. It is the wrong tool for building the real thing.

Demo 02 / 07

CoWork finds the real documents

The ask: The identical request, run in CoWork instead of Chat.
What happened: It located the firm's own exemplars in SharePoint and built two live Jotform forms matching the firm's actual language and structure. Pushed to check its own assumption, it went back to the project files, caught its own redundant question, and fixed it.

“It found our own documents, built the real thing, checked its own work, and handed me two working links.”

Takeaway — Access to the Source of Truth is the entire difference between a draft and a deliverable.

Demo 03 / 07

The billing catch

The ask: Instructed to strip one attorney's billing entries, mark a paralegal's time billable, and generate an invoice on a live case-management matter.
What happened: It investigated first, found all 20 time entries were internal training content and that the paralegal had no entries on the matter at all — and stopped before touching anything.

“It didn't just do it. It checked, and it stopped.”

Takeaway — The behavior you want isn't obedience. It's a system that refuses to execute a bad instruction.

Demo 04 / 07

Sorting open and closed files

The ask: Asked to auto-sort open and closed case files by matter type across the firm's storage.
What happened: It asked scoping questions before moving anything — and when it hit the firm's monthly spend limit mid-job, it reported that instead of silently stopping.

Takeaway — Ask for scoping questions up front. A system that surfaces its own limits is one you can trust with volume.

Demo 05 / 07

The client document portal

The ask: A branded 'Secure Client Documents' portal with a live financial disclosure checklist.
What happened: Per-item approve or re-request, live progress counts, and an 'ask about this request' action built directly into the review screen — not bolted on afterward.

“This is the client side of discovery — no more chasing documents by email.”

Takeaway — The best automation is the one your client never has to be trained on.

Demo 06 / 07

950 files, organized without guessing

The ask: Pointed at a genuinely messy 950-file shared folder with no naming convention.
What happened: It asked scoping questions, then delivered a full move log plus a README explaining every judgment call — including the folders it flagged for human eyes instead of guessing.

Takeaway — Always demand a move log. Reversibility is what makes bulk operations safe.

Demo 07 / 07

Talked out of a bad rename

The ask: Asked to bulk-rename every open-matter folder using a case-management identifier.
What happened: It caught that most folders already carried the firm's correct naming convention and argued against the change before executing it.

Takeaway — If your assistant never pushes back, it isn't reading your files closely enough.

— Free from the live session

Two scheduled tasks to take home

These are not chat prompts. Paste one into a scheduled task, set the cadence, and let it run without you.

New lead sweep to Slack

A scheduled task, not a chat. Paste it into a scheduled prompt, set the cadence, and stop refreshing the forms inbox.

Scan our website for new lead form submissions and send a summary message to our leads channel in Slack. Tag the intake coordinator on each one. If nothing new came in, say so instead of sending an empty message.

Weekly deadline & statute sweep

The single highest-value scheduled task in a family law firm. Run it Monday morning before anyone opens a file.

Every Monday at 9am: scan every open matter in the Open Matter File. List every court deadline or discovery due date in the next 14 days, sorted by date, with the matter name and responsible attorney. Flag any matter where you cannot confirm the deadline rather than omitting it.

The common thread

It is not a black box. You customize a prompt together, you test it live, and you learn to modify it yourself. Six weeks, two tracks, five seats each.

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