Step 4 of 5

My team

Tell Claude who's on your team and how they work together.

Have a large team? That's okay. You don't need to list every single person here. Focus on the people Claude needs to know about — you can always add more team members as context to Claude later.

Team member 1

Name

Role

Primary responsibilities

Tools they use

Team member 2

Name

Role

Primary responsibilities

Tools they use

Team member 3

Name

Role

Primary responsibilities

Tools they use

Who handles intake calls and what questions they ask

e.g. Carlos, our intake coordinator, calls within 15 minutes of every new lead. He asks: how the incident happened, when it happened, what injuries they sustained, what medical treatment they've received, who their auto insurance is with, and whether they've spoken to other attorneys.

Who drafts documents and what types

e.g. Sarah (paralegal) drafts initial demand letters and client welcome emails. Marcus (associate attorney) drafts motions and discovery requests. I draft all settlement responses and high-stakes correspondence personally.

Any VAs or contractors and what they're responsible for

e.g. Anna (VA in Philippines) handles email triage, calendar scheduling, and document organization in Google Drive. Tom (contract bookkeeper) handles QuickBooks and monthly P&L reports.

How the team communicates