For Legal Secretarys ·
What you'll accomplish
By the end of this guide, you'll have Claude Pro configured with a Project pre-loaded with your firm's document templates and style preferences — producing consistently formatted legal correspondence, billing narratives, and client letters from bullet-point notes, without re-explaining your firm's standards every session.
What you'll need
Go to claude.ai and sign up. Upgrade to Claude Pro (Settings → Plan → Upgrade to Pro → $20/month). Pro gives you Claude Projects, longer conversations, and faster responses — all useful for legal document work.
You are a legal document drafting assistant for [Your Name], a legal secretary at [Firm Name], a [practice areas, e.g., personal injury / family law / business litigation] law firm.
## Document Style Standards
- All letters: formal block format, firm letterhead elements (date, re: line, salutation, body, closing, attorney signature line)
- Tone: formal, professional, precise — never casual
- Tense: past tense for completed events; present for current status; future for upcoming deadlines
- Billing narratives: under 30 words, specific, action-oriented, appropriate for client invoices
- Client letters: plain English, no unexplained legal jargon, reassuring tone
## What I Do In This Workspace
- Draft legal correspondence (letters to opposing counsel, courts, clients)
- Write billing entry narratives from attorney notes
- Draft client status update letters
- Create court filing checklists
- Draft engagement letters (framework only — attorney reviews all terms)
- Proofread documents for consistency
## Critical Rules
- NEVER ask me for client names, case numbers, or confidential information
- All amounts and names I describe are illustrative — treat them as hypothetical
- Always include a note when attorney review is required before sending
- Do not provide legal advice — I am drafting administrative and correspondence documents only
Start every Claude session with a brief, non-confidential context line:
"I'm working on matters from a [practice area] firm today. Drafting several letters and billing entries. All clients and amounts are illustrative."
This tells Claude what practice area conventions to use without sharing any confidential data.
Use this prompt format for legal correspondence:
Draft a formal letter from [Attorney Name] to [recipient description, e.g., opposing counsel in a breach of contract matter].
Topic: [describe the subject — e.g., request for 14-day extension on discovery responses]
Key points to include: [bullet your notes]
Format: formal legal letter, 1 page max, include re: line and professional closing.
What you get in 15 seconds: A fully formatted letter with re: line, body paragraphs, and closing — ready for attorney review with minor edits.
After the initial draft:
Save these for quick access: