Who I am
Tell Claude about you and your firm. Skip anything that doesn't apply.
e.g. California, New York
e.g. 8 people: 3 attorneys, 4 paralegals, 1 office manager
e.g. Personal Injury, Family Law, Immigration (asylum and deportation defense)
e.g. Auto accidents with clear liability and injuries requiring medical treatment. Lemon law cases for vehicles purchased in California within the last 18 months.
e.g. Slip and fall cases without medical treatment. Cases outside California jurisdiction. Cases where statute of limitations is less than 6 months away.
e.g. California — primarily Los Angeles, Orange, and San Diego counties
Who they are, what problem they have, where they find you
e.g. Adults 25-65 in California injured in an auto accident through no fault of their own. They find us through Google Ads, referrals, and SEO content.
e.g. Reviewing intake leads, drafting demand letters and settlement responses, managing my team, building marketing campaigns, and creating SOPs.
e.g. Common options include Clio, Filevine, MyCase, Litify, PracticePanther. e.g. Filevine for case management, HubSpot for CRM, PandaDoc for retainers, Clio for time tracking.
e.g. Slack, Google Workspace, Zapier, Notion for SOPs, Monday.com for project management
e.g. $5M in revenue, 1,200 new clients, 5 reusable Claude Skills across the firm, hire one senior associate, automate 80% of intake follow-up