Introducing Claude Co-Work for Lawyers

0:00 I'll walk you through how to set up the entire thing. Then I'll show you how to create a task that reads a client document and it pulls every detail that matters from the document and drops it right into your case management system. And this is going to allow you to avoid typing, copying, pasting, and all that type of stuff. But this is an exact example of the kind of busy work that eats up your team's day.

0:31 And how you can eliminate it in seconds and they never have to do it again. Now, even if this exact task doesn't apply to your law firm. I want you to stick with me because what I'm really going to teach you is how to start thinking about building the basic tasks of your law firm that eat up your team's day and how you can automate them. Right? And here's why Claude co-work matters. Chat GPT, Gemini, and even Claude Chat, they're basically glorified search engines.

1:05 You ask a question and they answer it. But Claude co-work is different. It actually does the work for your law firm. This is called agentic AI and that means that it can take tasks that you do over and over and over again, the ones that eat up hours or even hundreds of hours of year of your team's time. And it does them for you flawlessly, without screwing things up, and it just makes your life and your team's life a lot easier.

1:34 This next part is very important. And I want you to hear me on this. People ask me all the time, is AI going to kill the legal industry? And the truth is, I don't think that AI is going to kill the legal industry. But I can tell you with 100% certainty, I would bet everything I have on this. The law firms that use AI will absolutely kill the ones that don't. Now, I know this sounds dramatic, but for your firm, this is a matter of life or death.

2:08 Take a look at this chart right here. This breaks down the entire world into 1,000 people. If the world had only 1,000 people, 840 of them have never even used AI. Um, court name is required, uh, seeing instructions. We'll just say that. Um, after I fill out, do you want me to, do you want to review or do you want me to click submit? Um, so I want to do, uh, show me first, uh, fill and submit once.

0:20 Okay. So, we're just going to have it submit this whole thing. Alright, so if you take a look, it's actually inputting the information right now. Alright, you see right here, it says all all fields are filled. Let me verify case type and submit. Now, remember, I didn't tell it what to do here. It's reading the page and it's matching the information from the citation to the information that is actually requested on the form. And if you want to give it more instructions, you can.

1:00 If you want to say, here, this is what you input here, this is what you should put here. You just do all that and you use WhisperFlow to tell it in real language, just like you're telling an employee. It says done, one citation process. I extracted the data. Submitted it to the sample law firm CRM. Uh, and then moved it from new to process. So now let's take a look here. So now if we go to here, it looks like it's submitted.

1:20 Uh, let's go back here. We have one response now. Yep. Tyreek Hill. Got all this information here. Um, Date of defense, September 22nd, 2024. Um, and you see date of birth, it was redacted. That's why it's using it, that's why it says January 1900, right? Um, because that was redacted. Um, but, uh, yeah, all this information looks good. Um, now, the other thing is, if we go into our folder, um, you can see it's no longer in new.

1:40 Now we go into processed and it's in here, right? So this is really cool because you could do this for multiple citations. Now, here's here's what was really cool, right? So you could say, great work on this. Please turn this into a skill so I can use it over and over again. So if you do that, basically, what happens, let me delete that here. So, a skill is basically, you can essentially run that command that I gave it in the beginning, and what it's going to do is it's going to clean it up so that it's not the, you know, jumbled mess that I gave it.

2:20 But basically, if you have this process that you want to do over and over and over and over again, you create a skill and then what it's going to do is it's actually going to make it so that all you have to do is, um, basically hit one key, hit the forward slash. The new world that's going to be driven by AI. Very, very important that you do this for your law firm. And by the way, if you want our help implementing artificial intelligence in your law firm, then there's going to be a link in the description below where you can get more information about our brand new fractional CTO program.

0:30 Where we actually assess your law firm. We go through, we help you figure out all the different things that you can automate. And then we actually have somebody from our team build these systems custom for your law firm so that you can save hundreds of hours every single year. Save lots of money and keep up and really beat all the other firms out there. All you have to do is click the link in the description. And that will take you to a calendar where you can book a call with our team.