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Email, records, calendar, team. Connected.
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Emails, web forms and invoices arrive at Thornquill Law. Claude reads each one into a fixed form. Then fixed rules check it against the firm’s records and decide where it goes: new work, a bill to record, or a person when something needs judgement. Claude never makes that decision.
Enquiries, tax forms and client emails arrive at Larkspur Tax & Accounts as the October extension deadline approaches. Claude reads each one into a fixed form. Then fixed rules check it against the practice’s records and decide where it goes: a new client, a document filed to a client’s return, or a person when something needs judgement. Claude never makes that decision.
Return requests, supplier invoices and wholesale enquiries arrive at Kettle & Fern, a small online home-goods shop. Claude reads each one into a fixed form. Then fixed rules check it against the shop’s orders, suppliers and bills and decide where it goes: a return to approve, a bill to pay, a wholesale lead, or a person when something needs judgement. Claude never makes that decision.
- EmailYour inbox
- RecordsYour database or CRM
- CalendarYour calendar
- Team channelSlack or Teams
Thornquill Law inbox · 11Larkspur Tax & Accounts inbox · 7Kettle & Fern inbox · 8
Records
Thornquill Law’s recordsLarkspur Tax & Accounts’s recordsKettle & Fern’s records
Calendar
Illustration: not sent anywhere
Team channel
Illustration: not sent anywhere
How it decided
See the reading and every check
All results as tablesNothing processed yet
New clients and matters 0
Ready to open: screened for possible conflicts with no match, the details are complete, and the work is in the firm’s practice areas.
Bills to record 0
Checked against the matter list and the bills already recorded, with the matter’s lead as approver.
Needs a person 0
Anything that needs judgement: a possible conflict for a lawyer to clear, a missing detail, a rate off the rate card, a question to forward.
New clients and work 0
Ready to onboard: a service the practice offers, a full name and a way to reply, assigned by service.
Documents filed to clients 0
Matched to a client on file, for the current tax year, and not already received. Filed for the client’s accountant.
Needs a person 0
Anything that needs judgement: someone not on file, a form already received, a tax notice with a close deadline.
Returns to approve 0
The order exists, it was delivered within 30 days, and no return is open for it.
Bills to pay 0
From an approved supplier, matching a purchase order to the cent, and not already recorded.
Wholesale leads 0
A named business with a way to reply, for the wholesale lead.
Needs a person 0
Anything that needs judgement: an unknown supplier asking to be paid, a return outside the window, a missing order number.
How it works, and what’s real
- Email Claude reads each email into a fixed form: document type, client, contact, practice area, other parties, fee, deadline and invoice detailsdocument type, client, client ID, contact, service, tax year, forms sent and deadlinedocument type, customer, order number, supplier, invoice and PO numbers, amount and any date they need something by. Anything outside the form is thrown away. Attachments are shown by name; in these samples the email text carries what they say.
- Checking Every name, number and date Claude records must appear in the document, or it goes to a person. When the job was set up, this caught Claude guessing a year that wasn’t written.
- Records Fixed rules check client list (conflicts), matter numbers, bills already recorded, the rate card, practice areas and deadlinesclient list and IDs, each client’s accountant, forms already on file, the current tax year, services offered and deadlinesorders and delivery dates, open returns, approved suppliers and their purchase orders, bills already recorded, wholesale accounts, then add or update the record. Claude never makes that decision. A deadline three days out or less goes to a person the same day; one on a weekend is flagged, never moved.
- What’s real The businesses, their records and these emails are made up. Each email was read by Claude with the same form and instructions a live setup uses; these are those saved readings. The records update in your browser. The calendar and team channel show what would be sent; in a real setup they’re your own calendar and Slack or Teams.
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