— Week 1
Case Type & Life Cycle Scan (Cowork)
Build a life-cycle map for a matter type from the files you already have.
Scan every [matter type] file in this folder. For each matter, identify: (1) what stage of the case it's in, (2) what documents exist at each stage, (3) what's typically missing at this stage based on the other matters here. Then build a life-cycle map for this matter type: list every stage from intake to closing, and under each stage list the documents/actions that occur. Flag any stage where documents or steps are inconsistent across matters.
— Week 1
Template & SOP Inventory
Find every clause your firm actually uses, and how often.
Scan our firm's templates and SOP folder for [matter type]. List every unique clause or provision that appears across all versions of this document type. Group similar clauses together and flag which ones appear in most versions vs. only a few.
— Week 2
Project Instructions Generator
Write the standing instructions for a matter-type project.
Write project instructions for a Claude project handling [client/matter type]. Include: my role (attorney/mediator/paralegal), tone requirements, what Claude should never do without asking, and the formatting standards our firm uses (font, spacing, citation style).
— Week 2
Model Selection Self-Check
Pick the right model before you start the task.
Before starting this task, tell me: is this better suited to deep reasoning (income analysis, complex discovery review, building a new skill), general drafting (pleadings, retainers, correspondence), or a fast/cheap lookup (reading a transcript, a quick status question)? Recommend which model I should be using.
— Week 3
Discovery Folder Organization (Cowork)
Rename and sort a mandatory disclosure folder without guessing.
Point Cowork at this mandatory disclosure folder. Rename every file using the convention [date]_[document type]_[party]. Flag any file you can't confidently categorize instead of guessing.
— Week 3
Discovery Tracker Build
Turn the folder into a Rule 12.285 tracker with gaps flagged.
Scan this mandatory disclosure folder and build a tracker with columns: document type, date received, account holder (if financial), last four of account number, status (received/missing/incomplete). Flag every item required by Florida Rule 12.285 that isn't present.
— Week 3
Compare FA to MD Skill
Cross-check the sworn affidavit against the production, line by line.
Compare the sworn Financial Affidavit in [file] against the mandatory disclosure documents in [folder]. For every income, asset, and expense line on the affidavit, identify whether the disclosure documents support, contradict, or fail to address that line. Produce a discrepancy memo listing each conflict with the specific source document and page.
— Week 3
Income Assessment → Deficiency Letter
Go from raw financial records to a sendable deficiency letter.
Using the attached 1099s/bank statements/pay stubs for [party], calculate actual income over the trailing 6 months. Compare this to the income reported on their Financial Affidavit. If there's a discrepancy, draft a deficiency letter to opposing counsel identifying the specific undisclosed deposits/income, with dates and amounts.
— Week 4
Billing Draft Assist
Clean up the month's time entries before the invoice goes out.
Review this month's time entries for [client]. Flag any entries missing detail, any block-billed entries over 1 hour, and draft the narrative language for the invoice cover memo.
— Week 5
Personal Voice Skill Builder
Turn your own writing into a reusable voice skill.
Here are 5 examples of my own writing [attach client letters/blog posts/emails]. Analyze my voice: sentence length, word choice, tone, how formal or casual I am, phrases I repeat. Then write a skill that instructs Claude to draft in this voice going forward, with examples included.
— Week 6
Internal AI Use Policy Draft
A one-page policy a non-technical staff member can follow.
Draft a one-page internal AI use policy for our firm covering: what tasks staff can use Claude for without approval, what requires attorney sign-off, data handling rules, and what's prohibited. Keep it in plain language a non-technical staff member can follow.
— Week 6
Permissions Audit
Confirm what Claude can actually reach before you scale access.
List every SharePoint/OneDrive folder Claude currently has access to. For each, confirm whether access is inherited or explicitly granted, and flag any folder where access looks broader than necessary.
