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Covers cash and owner pay, marketing, intake, operations, hiring, and where AI fits.
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Your conversations stay in your own Claude account. We never see them.
- 03
About five minutes. Claude walks you through the setup.
Questions of law, client money and trust accounts belong with a lawyer, and it tells you who to ask.
Don't act on its answers about trust accounts or client money; take them to ethics counsel.
What you need
- Claude on a paid plan.
- Install it on a computer, in Claude on the web or the desktop app. Then use it anywhere, phone included.
Get it
Free to use. Sign up with your email, then download the plugin.