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.

• Claude Pro account ($20/month — claude.ai)
• Familiarity with your firm's standard letter format and billing narrative style
• 2–3 sample letters from prior matters as style reference (do not upload — use them to describe the format)
• Time needed: 30 minutes for initial setup; 5 minutes per document after that
• Cost: $20/month (Claude Pro)
• Important: Never paste actual client names, case numbers, or confidential matter details into Claude. Use descriptions only: "a personal injury plaintiff" not the client's name.