Start with the documents you trust
A folder containing every past agreement is not automatically a useful reference library. Some files may be outdated, contain exceptions or belong to a different client. We identify which material should guide a draft and which should only be used for context.
The first decisions are editorial: which template is current, who owns the standard terms, and how the team will recognise a superseded version.
Give the team a shared way to review
I have set up a shared Legal Library in Claude Cowork that a client's team uses to draft and review documents against its own material. The team's legal lead makes the final review. We use a focused pilot to check how the approach fits your team and its responsibilities.
- Choose approved templates and define their purpose.
- Keep references identifiable so reviewers can check the source.
- Agree how exceptions and unanswered questions are surfaced.
Practise the handover, not just the prompt
A useful pilot follows a document from its first draft through the team's review. We check whether people can find the right starting material, spot unsupported wording and understand what still needs a decision.
The tool and access arrangement depend on the documents involved. I scope those choices with you, explain any software costs and teach the team how to maintain the library after the first setup.
Illustrative example
Example first project: one repeatable document type
An illustrative starting point is a library for a document your team prepares often, using a current template and an approved set of standard terms.
- Select the current template, reference terms and a clearly labelled example.
- Prepare a draft and a list of points requiring the team's decision.
- Have the designated expert review it and record corrections to the process.
What we would agree first: AI output is a draft. Professional advice, interpretation, approval and signing remain with the people responsible for the document.
Questions you may have
Do we have to upload every company document?
No. A focused pilot begins with selected, approved material. We agree access, the chosen tool and what should stay outside the library before setup.
Can it tell us whether a contract is legally correct?
The setup can assist with preparing and comparing text. Your legal lead or other qualified reviewer must decide whether the document is appropriate and correct.
Can you train the team as well as build the library?
Yes. We practise the agreed drafting and review process together, with clear responsibilities for maintaining the source material.