The Claude Playbook for Law, Accounting & Professional Services

Professional services sell judgment and bill for time. Claude should absorb the drafting, never the judgment.

Intake and scoping

From this intake form and call transcript, produce: matter summary, jurisdiction, key dates, conflicts to check, documents to request, and a proposed scope with three fee options.

Document review, done safely

Compare these two contract versions. Produce a redline summary grouped by risk (high/medium/low), quoting the exact clause text for each change. Do not characterize anything as legally acceptable.

Proposals and engagement letters

Draft an engagement letter from our template using these matter facts. Leave every fee number as a placeholder for me to confirm. Flag any clause our template does not cover.

Knowledge capture

Turn these 12 closed matters into an internal playbook: recurring issues, the language we reuse, and the three questions that predicted a difficult matter.

Guardrails

Confidentiality and privilege first: use a tier that excludes your data from training, keep client identifiers out where possible, and require attorney or CPA review before anything leaves the firm. AI output is a draft, never advice.

Measure

Realization rate, hours per matter on drafting, and turnaround from intake to proposal.