Supporting resource / Claude
Consider Claude as part of your firm's AI Assessment or Concierge plan. The right choice starts with your tasks, approved information, and review needs.
Work directly with Chris Costa
Find your starting point
$499 one-time
Find the AI opportunities that make sense for your firm before investing in tools or automation.
Stay current
$299 per month
Stay on top of changing AI models, tools, and capabilities with a practical guide for your firm.
Walk through your firm’s current work, tools, bottlenecks, and goals.
Identify useful AI tools and automation opportunities, expected benefits, potential savings, and implementation priorities.
Review the report together and agree on a practical next step for your firm.
This fictional walkthrough shows how rough notes become a draft and then a reviewed checklist. It is a workflow example, rather than an additional service package.
01
Pick a small, repeatable task. Use public or redacted material and tell the tool what a useful answer looks like.
02
Ask for a clear format. Separate what is known from what is missing, and make assumptions visible.
03
Check the source, correct the draft, and decide what happens next. The useful skill is knowing what to verify.
Sample staff meeting / website refresh
Update attorney bios. Jordan has the latest versions.
Office photos still need approval.
New inquiry form? Ask the team what’s missing.
No deadlines agreed yet.
Fictional sample notes. No client or case information.
Pick a small, repeatable task. Use public or redacted material and tell the tool what a useful answer looks like.
Initial exercises use public or redacted material. Your firm controls tool approval and confidentiality decisions; attorneys verify legal sources and substantive outputs. No CLE credit or compliance certification is represented.
Tell us what you want to improve. We’ll agree on the scope, responsibilities, and price before work begins.
