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Claude Cowork training for law firms

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Claude Cowork training for law firms

A conventional AI chat answers questions. Claude Cowork handles multi-step tasks: it works with the folders you share and the applications you connect, reads and creates Word, Excel, PowerPoint and PDF files, and delivers a result for your review. For a law firm, this means preparatory work that today takes many hours can be handed off — provided you know how to frame the task and where the limits are.

We train live online, as a team or one-to-one, and on request set up ready-to-use workflows for your firm.

A note on the name: Since 16 September 2026, Anthropic has been gradually merging Cowork and chat into a single app, “Claude”, starting with the Pro and Max plans; further plans will follow; Enterprise admins will be informed in advance. After the switch, Cowork features can be used from Claude conversations; feature availability continues to depend on the subscription plan, platform and access permissions.

Chat or Cowork?

Chat: you ask, Claude answers

  • One question, one answer
  • Mostly text as the answer
  • You steer every step yourself
Cowork: you hand over, Claude completes

  • A goal, a folder, a format
  • Finished files for review
  • Claude plans the steps; you step in where needed

Skills and plugins: firm knowledge that works with you

A plugin

  • bundles several building blocks into one package
  • can be shared with colleagues on Team and Enterprise plans
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Skills

  • Specialised knowledge and workflows that Claude draws on for suitable tasks — including your firm’s own skills
Connectors

  • Connections to programs such as Microsoft 365 (SharePoint, OneDrive, Outlook, Teams)
Sub-agents

  • Specialised helpers that take on subtasks

According to Anthropic, plugins can combine skills, connectors and sub-agents in a single installable package. You can create and upload your own skills.

Agentic work: how Claude completes a task

BriefName the goal, folder and format
PlanClaude analyses the request and creates a plan
SubtasksComplex tasks are broken down into subtasks, which may run in parallel
You step inFollow progress, answer questions, redirect
ReviewCheck and approve the result

Steps in gold: this is where responsibility stays with the lawyer.

What the training covers

  1. Handing off tasks instead of asking questionsSay what should be produced, not how: a folder of documents, a goal, a format. How to describe tasks so that Claude can work on them as independently as possible.
  2. Steering agentic workRead the plan and progress indicators, answer questions, follow subtasks and redirect in good time.
  3. Using and writing skillsHow Claude draws on skills automatically, how to invoke them explicitly and how to store firm standards as your own skill.
  4. Plugins and connectorsInstall plugins, connect Microsoft 365 and understand why write access must be enabled explicitly.
  5. Documents, spreadsheets, presentationsDraft court filings, comparison tables with working formulas, pitch decks and memos as editable files.
  6. Contract review against your own playbookOne memo per contract with clause references and deviations; plus Anthropic’s Legal plugin, which was built for in-house legal teams.
  7. Scheduled tasksHave reports produced automatically every day, week or month — for example a Monday overview of open deadlines.
  8. Control and confidentialityPermissions and permission modes, confirmation before permanent deletion and which documents do not belong there.

Where you stay in control

Shared foldersClaude’s access depends on the folders, applications and connectors you authorise and on the permissions in use.
Deletion only with consentAccording to Anthropic, Claude requires your explicit permission before permanently deleting any files.
Write access in Microsoft 365According to Anthropic, the Microsoft 365 connector is read-only by default; write access must be enabled.
Permission modesYou decide when Claude asks for permission; admins on Team and Enterprise can switch off Auto mode.
Results for reviewClaude delivers files for checking; a person should review what leaves the firm.
Caution with computer useAnthropic strongly advises against using computer use for sensitive actions such as handling legal documents or contracts.

Formats

Live online team training

For your team

Via Microsoft Teams, with exercises based on tasks from your daily practice and anonymised documents.

One-to-one coaching

For partners and lawyers

We support you in setting up Claude and practise on tasks from your daily work — with anonymised documents or documents approved by your firm.

Implementation

We build your processes

We develop skills and plugins for your firm’s recurring processes, test them with you and hand them over ready to install.

We will quote prices for each format after the initial meeting.

Frequently asked questions about Claude Cowork training

What is Claude Cowork?

Claude Cowork is the way of working in which Claude, Anthropic’s AI system, takes on tasks: Claude can access authorised folders and connected tools, subject to the relevant permissions, and can read, edit and create files — and so complete multi-step tasks on its own.

Which licence do we need?

Claude Cowork is available on paid Claude plans, including Pro, Max, Team and Enterprise. Features and availability vary by plan and platform. Current subscription details are available at claude.com/pricing.

What is a skill?

According to Anthropic, skills extend Claude’s capabilities with specialised knowledge and workflows. Claude determines from your request when a skill is needed; you can create and upload your own skills.

May client documents go into Claude?

That is your firm’s decision, and we do not take it for you. In the training we show how access is limited to individual folders, which settings exist and how to set up an internal rule for it.

Does Claude Cowork replace our practice management software?

No. Claude works with the files and applications you already use and delivers results back into them.

How much does Claude Cowork training cost?

That depends on the format and number of participants. After a free initial meeting you will receive an individual offer.

Also for ChatGPT and Legora

If your firm works with other tools, we train for those too: ChatGPT training and Legora training. For an overview of all services, see Legal Tech & AI for Law Firms.