Will Claude leak my client data?
No. Anthropic's enterprise terms state that customer data is not used to train models. Your prompts and uploads live in your session. We use Claude Team or Claude for Work plans with zero-retention API where required. I configure the setup so client data never crosses a boundary you didn't approve.
What about attorney-client privilege?
Privilege is preserved when communications stay confidential and serve legal advice. Claude under enterprise terms is a tool you use under your supervision, similar to a paralegal or a document review platform. The ABA Formal Opinion 512 (2024) explicitly addresses generative AI and confirms lawyers can use it provided confidentiality is maintained. I configure the deployment to meet that bar.
Does this comply with Bar Association rules?
Yes, in every US jurisdiction I've worked with. The rules don't ban AI. They require competence (ABA Model Rule 1.1, comment 8), confidentiality (1.6), and supervision (5.1 and 5.3). My setup builds all three into the workflow: lawyer reviews every output, confidentiality controls are documented, and the firm has a written AI use policy by week 2.
Does it replace my paralegals?
No. It removes the work paralegals hate (formatting, first-pass summaries, time entry from notes) so they can do more substantive work. Every firm I've worked with kept their team and gave them more interesting matters. The bottleneck was never headcount. It was hours per matter.
Can it integrate with PracticePanther / Clio / NetDocuments?
Yes. Claude connects through API or workflow tools (Zapier, Make) to most practice management systems. I've shipped setups using Clio, PracticePanther, MyCase, NetDocuments, iManage, and SharePoint. If your stack is on this list or close to it, integration is straightforward.
How much does it cost?
The audit is free. After the audit you'll have a 1-page Workflow Map and a clear scope. If we move forward, you pay once for implementation and own the system, with ongoing support as your firm grows. No monthly platform fee from me. You cover Claude's subscription cost directly to Anthropic. Specific pricing comes after the audit so I can match the scope to your firm.