Video: How legal teams put Claude to work | Duration: 3560s | Summary: How legal teams put Claude to work | Chapters: Welcome and Introduction (5.84s), Speaker Introductions (144.695s), Legal Product Launch (298.6s), Claude Platform Overview (445.795s), Practice Area Plugins (613.655s), Connectors and Integration (770.92s), Democratizing Legal Access (993.76s), Cowork Platform Demo (1175.665s), GitHub Repository Demo (1406.415s), GitHub Skills Setup (1498.58s), Customizing Plugins (1622.115s), Plugin Setup Process (1773.05s), Setting Context Profiles (1968.92s), Security and Trust (2112.805s), Tabular Review Execution (2254.41s), Stakeholder Communication (2647.535s), Platform & Accessibility (2881.225s), Building AI Skills (3135.7s), Security and Compliance (3367.595s), Closing Remarks (3490.67s)
Transcript for "How legal teams put Claude to work": Hey, everyone. Thank you so much for joining us on this lovely Friday. Earlier this week, we released several new capabilities to make Claude an amazing thinking partner across many different types of work for various types of legal teams. And in this session, we're really, really excited to be going into all of the capabilities that we launched in detail and walk through how you can start to really take advantage of everything that we release this week. So without further ado, let's roll a quick video on the new updates that we announced. Amazing. Always love those jazzy vibes. Great. So, let's go to the next slide. Okay. So, first, a few quick logistical notes. So the top question that we always get is, can I get a recording of this session? And we definitely will be sharing a recording, with you all. So if you do need to drop at any point or want to share this with a colleague, we've got you covered there. Secondly, we want this to be interactive, and so we highly encourage you to use the q and a tab in the webinar, portal to drop in questions at any point. So, there are thousands of you online, so we won't be able to get to every question. But please upvote questions that you're interested in, and we'll make sure to answer the top upvoted questions. And finally, we love your feedback. We're constantly trying to learn and improve from the feedback that you share. So we'll share a short survey towards the end of the session, and we truly appreciate you taking the time to fill that out. So, from here, I'm so excited to introduce Mark and Harry. They are our wonderful speakers for today, who will be leading you throughout everything that we announced and just the moment that we're in and how to take advantage of everything. So, take it away, Mark and Harry. Thank you so much, Nancy. Hi, everybody. I'm Mark Pike. I'm an associate general counsel at Anthropic. I'm also the product lead for our Cloud for Legal Industry, efforts here, and I'm as surprised as you are to to be a lawyer who's building tools in this moment. I'm nontechnical, but it's been so fun to build these things and hear all the feedback from the community and see all the interest in this space. Harry, why don't you introduce yourself? Yeah, Mark. Thanks so much. I'll be joining Mark today. My name is Harry. I am from the applied AI team here. We sit at the intersection of research, product, engineering, as well as go to market, which means I get to work with folks like Mark that are so talented internally on working on products like Claude for Legal as well as a variety of all of our different customers. And it's very surprising, but maybe less so these days how applicable Claude is across a variety of use cases, which we'll dive into legal, of course, today. So, Mark, I'll let you take it away. Awesome. So, yeah, Harry. It is a bit surprising right now to see the amount of interest, but maybe it shouldn't be. Lawyers for a long time, have dealt with large volumes of information, massive stacks of documents, and AI is uniquely qualified to be able to make sense of those. And so with, our launch this week, we saw so much interest from the community. You can see some of the headlines. There's over 50 articles written about this earlier this week, and all of them so positive in in talking about this moment we find ourselves in where AI is transforming the industry. I've just been really enthused to see all the feedback that people are providing, and it it really does feel like the start of something. So, we had over 20,000 people register for the last webinar and so many of you, thousands of you watching live right now. So this is awesome, and I'm really excited to be part of it with you. I've got one ask for all of you upfront right now is to not watch this like a CLE. I've been on CLEs before. I I know what it's like. Like, please open a tab, open up Claude right now, and try things as we go along. This is an awesome opportunity to do hands on keyboard learning, and we want this to be educational, so that you can get a better feel for what what these new plug ins are, what these new connectors are, and you can make the most of it. So let's do it. So alright. Where are we right this moment? I wanna reflect back a little bit. So earlier this year, February, we launched the the first legal plug in, and it was a bit of an experiment. What came back surprised us. Lawyers returning to Claude Cowork at a higher rate than any other knowledge work profession. That's the signal. It's huge. And so that really led us to invest more into this space. And that's where we are today. We launched a connected legal stack, 20 plus, MCP connectors. Harry's gonna talk a little bit more later about what MCPs are, model context protocol. Based on the last webinar, many of you asked for more of a glossary at the at the outset to make sure we're explaining what these tools are and what they do, and I promise you we're gonna go through that today. We also launched 12 practice area plug ins, for in house and and for people who work in law firms as well and public service roles. We also are meeting lawyers where they are, legal professionals where they are, with Claude and Word, Outlook, Excel, and PowerPoint so that Claude is inside of these documents with you to help you get your best work done on those surfaces. And I think that's part of why we've seen so much interest from legal professionals right now. Agentic tools a year ago were largely for developers. But with co work and with plug ins like this, Claude is meeting you where you already are. So we're so excited about that. We'll also talk a bit more about these access to justice partnerships and how Claude is helping democratize access to AI legal tooling. And then we'll we'll talk more about where we're going with agentic matter work. Many of these plugins also work as managed agents that can help with multi step matters end to end. They can look out on the horizon and be always on so that they can see if there a new law has come out, and trigger a workflow based on that. Or if a development happens in a case, it can alert you to that and let you know that it needs to kick off something from your playbook. So, again, the through line for all these is we didn't start with let's build legal AI. We started with legal professionals using Claude, watch what they actually did, heard feedback from you all, and then we built from there. So that's where we are. I wanna ground things for a minute in, like, what is Claude, and Claude is all of these things. Claude is the model layer. So I'm gonna start at the bottom here. At the foundation are the models. We're a frontier lab. Anthropic was founded as a research lab to help make safe AI, and nothing else matters if the models aren't at the frontier and safe. And so we work closely with partners to ensure our models stay at the frontier for legal reasoning. I'm I'm very excited to to look at things like Harvey's BigLawBench and figure out ways that we can ensure that our model remains at the frontier in these types of benchmarks. On top of those models, it's a platform. APIs, tools, managed agents. This is an operating system for you to build with. And on top of this platform, we build applications together. This means a few things. Claude is alongside your people, accelerating and transforming your work. It's clawed inside of your systems, customized to your processes, and the engine brings all this together to create agents that can take on useful roles in your organization. So as I mentioned, the the model needs to be good for this to to all work. Claude leads on many legal benchmarks. Claude Opus 4.7 scored over 90% on Harvey's BigLawBench, the highest score of any other Claude model. And we have lots of quotes here from some of our top partners about how Claude can consistently win benchmarks and help them get their best work done inside of their applications for their customers. So we didn't train a separate legal model. I wanna call that out as well. If you had told me a few years ago that the best model in the world for doing legal work would also be the best model in the world for coding, I would have been surprised. But it turns out that if you give these models access to the same tools that lawyers use, that's what helps make them good at legal work. So we need to ground them in primary sources and authoritative work, with citation faithfulness, to ensure that Claude can understand these long documents with consistency through large context windows and following nuanced instructions. Those are all general reasoning skills, and they're things that our model are is really good at already. So, again, don't take it from us. Listen to our partners on this, as well. And, let's keep moving through here. And we, through through deploying these types of tools again, cloud can be the best at that type of work. I like to think of this a bit as, I I reflect back to our first legal plug in, which was very generic. I heard so much feedback on LinkedIn where people were kinda dunking on it, and saying, like, oh, I looked at, the skills, and they're they're very plain. It like, how how would this work well for our legal department or our law firm? And I would say, you're right. Don't use it out of the box. Instead, it's like buying an off the rack suit. It's gonna be better when you get it custom tailored to fit you well. And so with these new 12 practice area plug ins, all of them have a custom onboarding experience that asks you about your practice, your company, your playbooks, and it tailors it out of the box. It it really helps meet you where you are. And so, instead of just having one legal plug in, we now have 12 of these practice area plug ins, things for in house lawyers like commercial, product, privacy, employment employment governance and regulatory, corporate litigation and IP, things that either in house or people working at law firms can can tackle as well. And then we also launched, plugins for law students that focus on the Socratic method. So it's less focused on giving you the right answers, and it's more about the learning process, as well as a legal clinic plugin that helps ensure there's, supervision, and then also a legal builder hub, which is a bit recursive. It helps you build new plugins and skills, and it also helps you review open source or other community plugins and skills to ensure that they're meeting the governance needs of your organization. These are all, or many of these are cookbooks that are deployable as cloud managed agents. For those of you watching that are in the legal technology space, you can deploy these plugins. They're open source. We want you to remix them. We want you to to edit them, and, we're so excited to see what you build with these. And we think this is just a start. Again, we've launched one legal plug in in February. It's now May. The there's gonna be incremental progress along the way, and there's so many, different types of legal work that we haven't even scratched the surface on here, and I'd be excited to see people building, plugins for immigration law or environmental law or tax law. There's so much more that we could do, to build out that taxonomy and ensure that we are helping lawyers get their best work done. And I wanna see what you build, so please share on LinkedIn and and elsewhere. So we're we're really excited to be part of this journey together as a community. So if plugins are the brain in these playbooks, connectors are the hands. This is how Claude reaches into where your documents already live, and it's it's not just copy paste theater. So starting in one one application, having to cut and paste a large body of information, put it in another. This is coverage across the stack. Things like contracts or CLM tools. Many of the best of breed solutions here are now part of our MCP community and, are available to connect inside of Claude. Things like documents and deal rooms, research, case law, things like that. Fiduciary grade AI. We're so excited about our partnership with Thomson Reuters and co counsel where you can ensure that you are grounding, your work in these authoritative primary sources, and you can do deep research and and tap into Thomson Reuters, solutions and maybe kick off a journey in Claude. And once you need to do deeper work, go in through their portal and continue to do your research there. These are all built on MCP, which is an open standard. And two things that means for you, your IT and security teams can govern them centrally with allow lists, audit trails, and scopes. And the other thing is if your tool isn't on the slide, you can build the connector. So, again, the door is open. I'd highlight some of the other tools available here, things like ediscovery. We've heard from so many litigators, who are excited to be able to make sense of large bodies of of depositions and spot themes and and make sense of of information using Claude. We're also really excited about these legal AI and networks. Harvey, has MCP connectors, so you can tap into their all in one solutions and and their incredible product offering that they have. Love has a an amazing community of skill builders that we can tap into as well. Things like solve intelligence for patent and and IP work. The l suite has launched two MCPs, not just one, but two. And then, our public service, connectors as well, things like BoardWise, Courtroom five, Describe, and the Free Law Project. I'll talk a bit more about democratizing legal access in a second. I wanna just highlight again that Claude works where lawyers work and where your legal team works directly inside of Microsoft three sixty five in carrying matter context across all of these apps. So we're not asking you all to learn a new tool. We're putting Claude inside of these tools, and it carries matter context. So for word, you can do drafting or redlining or clause by clause comparison against your playbook. You can track changes where you already work all day. Harry's gonna do a awesome demo in a second that I'm really excited about, doing tabular review happening inside of, Excel. And then for many of us, oftentimes, we do our legal analysis, but then we have to go into a boardroom or present, in in front of others to share our legal research and analysis. And Claude can help you with your PowerPoints, to to be able to create those types of summaries and client updates from the matter record. So we're really excited to do a demo about these in a second. And, again, Claude Cowork is powering many of this with multi document work. You can kick things off in Cowork and create a document and then dive into it, so that Claude continues and it understands the context. And then we also have Claude projects, which is a persistent matter workspace where the precedents and prior drafts can all be saved and carry across all these conversations. And this is the slide I care about most personally. Frontier AI for legal shouldn't only belong to to firms with huge innovation budgets. It's really important to many of us inside of Anthropic's legal department that, that we ensure that we were democratizing legal access with this launch and had access to Justice Connectors live, things like Free Law Project with millions of opinions, citation data, and dockets, things like describe for primary law research in courtroom five. I loved that, Sonia Gibran from the CEO of courtroom five shared this on LinkedIn and talked about how, over 80% of civil litigants show up without a lawyer today. And we're so excited that we can be part of this justice tech movement and ensure that these tools are available for more people, who need them most right now. And so, I wanna call out that through Claude for nonprofits, qualifying clinics, public defenders, nonprofits get discounted pricing. So if you're listening right now, and that's of interest to you, please check out Claude for Nonprofits to get those discounts. So, again, if I I wanna I I wanna just quickly quote something Sonia Eberron shared. She said that cloud helps people meet them where they are in the moment they're scared and searching for answers. That's the bar. Whether it's a solo practitioner, a small GC office, a legal aid clinic, it's the same leverage for anyone listening to this call right now. Alright. Wanna share some quotes. I'm not gonna read all these off, but there's three different vantage points here. We've got a law firm, who we're excited to partner with, talking about not just how they use it, but how they're helping us co develop and learn from feedback from law firms that are working with clients to incorporate AI into into their workflows. I wanna share, from Accenture, and then I also wanna give a call, a shout out to Crosby. Ryan Daniels has a great a great quote here about how Cloud for Word is putting agents inside of daily workflows. And here at Anthropic Legal, we consider ourselves customer zero. We don't just sell AI to legal teams. We're using it ourselves, whether it's our commercial team doing contract review to cut down on the time it takes us to do red lines at a at a hyper growth company like Anthropic, doing litigation support, doing transcript searches, doing privacy impact assessments, and cutting down our time it takes to to do those reviews so we can focus on strategic decisions. And then things like patent, prioritization, patentable ideas surface from product briefs and code. Alright. Enough from me. Let's hear from Harry. I'd love to see some live demos. This is what everybody wants to see. They wanna see this at work. So let me pass it over to Harry to do a live demo of some corporate m and a work. Amazing. Okay. So let me share my screen, Mark, and I will just switch over. And, Mark, keep me honest. Give me a quick thumbs up when you can see what's on the screen. Looks great. Okay. We're in there. So we're Yeah. inbox today. The reason we're setting some stage here is because I am Harry. In real life, I am obviously not this persona, but I'm taking on the persona of, corporate counsel in house at a company called Pluto. So we are currently, undergoing an m and a process, of Acme, for, their data assets. So, there is a virtual data room that we're looking at here, or a virtual deal room, with a variety of different material contracts, whether it's, you know, order forms, DPAs, SOWs, etcetera. And this should be familiar to quite a few of you on the line today in terms of actually parsing through these, taking, you know, very minute looks at the the data here in front of you. So I wanna pop over to, obviously, what we'll be talking about here today, which is co work. So a lot of you on this webinar today may have already played around with co work at varying degrees. I'm already reading through the q and a, and I'm smiling because a lot of folks, you know, are, have experienced across a variety of the spectrum, whether you've, you know, you're interested in Claude and and you haven't hopped in yet, or you've been using it and you're really knocking on the door of becoming a power user. Hopefully, we'll show things that resonate with both camps today and everyone in between. So, where do we start with Cowork and Claude desktop in general? So I'm on the page that's called customize. If I go back to my main page, you can see the customize button on the left hand side. This is where you can actually add the relevant, whether it's the plugins, and, I wanna emphasize plugins again. I know Mark, talked about you know, this question came up in our last webinar. What are plugins within the cloud ecosystem? Right? And plugins are and you can I I think the illustration does a better job than myself at illustrating what plugins actually are, but they are a toolbox? You can think of each individual plugin as its own toolbox. And within the toolbox itself, the different tools to actually help accomplish your day to day workflows can be things like skills. They can be things like connectors, which relate to, the MCP protocol that Mark mentioned previously. And they can also be, things called agents, which I won't dive as much into today. But there's a variety of tools in this toolbox. And on the outside of this toolbox, you might label it something like corporately corporate legal or commercial legal or IP legal, etcetera. And this is a great segue into our plug in marketplace. And if you open up the marketplace, you can see I just click that plus button and I clicked the marketplace button. There is a variety of different plugins that you can install. Obviously, I will go to the legal plugins first, and you can see those 12 different plugins that we just released, that Mark mentioned previously, in IP employment, you know, litigation product, etcetera. But if I click into one of these, so if I click into commercial legal, you can see all of the individual again, these tools that are part of this toolbox in general. So the connectors that are relevant, some of the skills that you'll have at your fingertips to actually operate on, as well as the individual agents yourself. And it's very easy to install. All you click is the plus button, and this should be available to you in your cloud desktop instance. As, well as connectors I I. had an idea. Go ahead. I've been following the chat, and it seems like people wanna learn more about what's actually inside of these plug ins, to maybe. demystify. it a bit. Do you think we could actually show them the GitHub folder to to, like, maybe demystify and and help them see under the hood? Yeah. Let's pull up that GitHub folder. Give me a second to get there. Unless you have it on your side, but I can pull it up very quickly on my side. I'll drop it in the chat to you. Okay. I think I have it here. Yeah. There we go. Perfect. Okay. We're we're good to go. So for those not familiar with our illegal plugins, they are accessible and open sourced, online publicly for everyone to not just peruse through, but I think, Mark made a great point previously about actually building these legal plugins as well. You have a legal builder hub to help make your plugins compliant and custom and really, fit around what your workflows are wherever you work out of. So all of these plugins are held in different folders in a GitHub repository. Now when I say the word GitHub and when I say repository, a lot of folks that are maybe not coming from technical backgrounds often, you know, there's a little bit bit of hesitancy when actually looking at a screen like this. I wanna emphasize all of these folders hold plugins that are written in complete natural language, I e English. So if we click into one of these, and, Mark, I would Yeah. Let's love commercial commentary. over this as well. Let's let's Yeah. let's go to commercial legal. So as. Harry just, shared, they're they're all I'll hand off to Mark. Yeah. Thanks. Yeah. I was just gonna say they're all written in natural, plain language. They should be easy to to follow. It's just, like, a little different for lawyers to be, you know, in the GitHub space. We're we're used to working in, in Microsoft Word documents and things like that. And so I was, sort of, surprised when suddenly a few months ago, I was pushing code into GitHub. But after a a little bit of tinkering, I realized it wasn't that weird. This is sort of the way that, lawyers are doing work today as as lawyers and builders. So as you can see in the commercial council plug in, there's a list of skills, and we're gonna go through the cold start interview in a second, which, as I mentioned, helps you tailor the thing to your own department's needs. Let's click through to the skills folder, at the top. If. you scroll do it. yep. And so each skill Should be loading. let's, yeah, let's do, like, NDA review, Perfect. Let's do it. and then click on the markdown file, and there it is. It's it's just like a set of prepackaged instructions written in plain language that helps give Claude what it needs to know how to tackle the work. And then once it's paired with your own playbook, it knows what to do. And that's it. It's that simple. The the screen that Harry was on earlier inside of our app is just installing this code and these instructions underneath the hood in a prepackaged way. And then you customize it through interacting with Claude, and it saves those files locally, with your profile. So, that's what's going on underneath the hood in GitHub. Maybe we switch back to the app and show them how to actually put it to action. Absolutely. And I wanna emphasize, something that Mark said. You customize this paired with Claude. So, when you see a a markdown file like that, even though it is written in English and plain language, it can be a little daunting to actually know what to put in the file. I I wanna give a a very short anecdote. I work with, obviously, legal teams, HR teams, finance teams, etcetera, but also a lot of engineering teams. And even developers and engineers that are not familiar with the cloud ecosystem, they also have question marks on how to customize this. Do I need to write this whole markdown file myself? Do I, you know, do I have to follow a certain format? Make it simple for yourself. You can absolutely pair with Claude when actually customizing or changing the skills and the markdown files within the plugins themselves. If we click over the corporate legal plugin, which I, will demonstrate today, you can see there's this customize button. If I click that button, it's gonna actually, preload a prompt that says customize the corporate legal plug in for me based on my company. What it's gonna happen if I actually click enter is gonna ask me a few questions on how to customize the plug in, the skills in it, the connectors in it, and how it responds and correlates to all the playbooks and the rules for my use case and my role. So, again, use Claude to obviously install, download, and use the plug ins, but also to customize and iterate on the work that you're doing in your day to day as well. Okay? So, Harry, I've got, why don't we jump in? more. Oh, yeah. Go ahead. Yes. I'm I'm monitoring the the questions. I'm gonna chime in every now and then. Oh, please. Yeah. Yeah. Yeah. This is keep interactive. Yeah. Someone had a great question. Like, what if what if my office or my legal team doesn't already have a playbook? And that's such a good question. A lot of times, the, like, body of decisions that exist inside of a company are scattered and disparate sources. And Claude is so good at helping make sense of all those and helping you create a playbook. So if you don't already have one to help Claude customize the plug in for your department, you could say, Claude, help me create a playbook, look through this. folder of all of our previous existing decisions, and and help me. I've I've done that on a number of, matters here at Anthropic where, you know, we've been in a Slack channel making decisions over the course of months and months. And I can point it at that channel, and it makes sense of those decisions and creates a playbook for us. So yeah. Yeah. And and to add on to what Mark said, truly, you get a lot more out of these plugins by having some of these connectors and data sources, actually enabled. Certainly, you can drag and drop files to, Cowork and your session that you're in, but you'll notice that even the session that I'm in, I have a couple connectors integrated, whether it's Box, Slack, etcetera. And there's a variety of different connectors that correlate with the different plugins that are available, today. So without further ado, Mark, let's both jump into the persona of a, corporate in house counsel at PlutoCo. So, we've already loaded the plug in into our cloud desktop, and we are now gonna start the cold interview cold start interview process. So like Mark said previously, we don't just, install the plug in and expect Claude to know everything. I think I saw a q and a previously on hallucinations, and we can certainly address that a little bit more so at the tail end of this webinar. However, even two minutes upfront or maybe a full fifteen minute interview is gonna eliminate some of those hallucinations that just generative AI makes in general with very little context because you're giving it the key components of how it can operate within your business and your workflow. So, for the purpose of the demo, I'm gonna click the quick corporate legal setup. Certainly, if you are actually doing this in full, you might, definitely prefer the the actual full setup. And you'll notice that it offers some some very much more critical questions. So who's gonna be using this day to day? Is it a lawyer or legal professional, a nonlawyer, etcetera? I am, in this case, in this persona, a legal professional, so that's what I'm gonna be clicking. In house, and m and a, you can cert certainly certainly select more than one, but I'm gonna continue with this. And, Mark, keep me keep me honest. Based on our scenario, does this seem like what you'd select yourself as well? Yeah. That sounds great. That's exactly a great thing to click for this persona. What you're highlighting here is also some of the guardrails we have in place. So, you know, a a lot of people are calling out, like, what if I'm a legal professional or I'm a student? There's guardrails that ensure. that people are important decisions are getting flagged for an attorney's review. And so that's something that's important to us to prevent unauthorized practice of law and to ensure that people are seeing things flagged, for review if there's citations that need to be verified. I'm also seeing some questions in there about practicing in other jurisdictions. So, through this interview process, Claude can learn if you are based in, say, Brazil. So there's a question in the chat about Brazil. It could then help you get set up with a connector that can ground itself more in the local, in the local jurisdiction and local law. Out of the box, I'll admit there's some US centricity in the initial plug ins, but through this customization process, Claude can know that it needs to go get access to other information to ground it in the information that you need for your business. or legal practice. But, yeah. Let's go back to to project Anvil here. Perfect. Yeah. So for the purpose of time, Claude is asking me to fill out a few more fields. I'm actually gonna go ahead and skip this step. Again, these are definitely fields that you'd wanna fill in to fill out your company profile in full. So Claude has the proper context when operating on the different skills and workflows that you'll be running within your plugins. But the most important context that I do wanna give, Claude, is that we are operating on something called Project Anvil. So I'll actually queue that up as a prompt so that Claude knows this context. Again, project Anvil is our internal name for our company acquiring Acme, which is, you know, different, company for their data assets. So we'll give Claude Claude that context. What's happening right now is you'll notice that it's doing some commands. And, again, if you are curious about what it's doing, you can actually click through and see the thought process. I wanna also double down on what Mark said previously. Claude has built in guardrails, whether it's into the model or into what's called the harness itself. CoWork in Claude Desktop. It's a an agentic, system that allows the model to operate in the best fashion that it can around the workflows that we're operating on. So it's asking me if it can make this folder or make this directory on my desktop. I'm go gonna go ahead and click all ways allow to give it the permissions it needs to for this demo. But you can also only allow it one time and always have Claude surface those permissions to you when it's actually creating folders or even removing or modifying content on your behalf as well. So, and what it's doing right now is it's writing the profile based on the information that I gave it so so that next time around, it won't need to go through this interview process and it knows exactly, you know, the company profile it's operating under. It doesn't need to take any assumptions. It knows who I am as the user, and it knows maybe the most important workflows that we'll be operating on. So we'll give Claude a little bit of time to write what, we're referring to again as the markdown file so that the model knows every single time to load this into context when it's working on these plugins. Mark, anything you would add in terms of, context? When you're operating with Claude, how is this useful in this back and forth interaction in providing the the necessary context for Claude, in terms of legal workflows? Yeah. I'd it's just so important to to give Claude the context that it needs to to be able to be most useful. And so I I love to just point it at all of our playbooks. I love giving it access to as a product lawyer, access to our road maps so it can help me see around corners. I'm. also seeing a lot of great questions here as you're clicking through on permissioning systems. People are very curious about, like, Yeah. security and trust, and, Yeah. I I wanna emphasize that we are confident that the cloud enterprise plan provides you with the right settings and controls you need to maintain privilege and confidentiality of your important client information. There's no training by default on our commercial plans, the team plan and enterprise plan. And, I would encourage you all to check out our trust center to learn more about that. I know it's a big question right now. There's a lot of changing law around AI and privilege, And I I think there's important discussions happening in this space right now, but we are confident that the tools we provide allow you to configure things in a way that meet your needs. So I would invite you to check out the trust center there. In terms of data security as well, check out our our trust center for all of the security credentials we have. Again, we are not training by your data by default on our commercial plans, which should enable you to set things up and configure things in a way to meet your needs. There's also a number of people who are having trouble finding the plugins. Anywhere that you have co work available, the plugin should be available in the marketplace. If you're not seeing them, it could be an indicator that your admin, if you're on a commercial plan, are making use of these role based access controls and other admin. settings to review things. So reach out to your IT team or your admins to get these unblocked and and go through a review with them to ensure you have access if you want to use them. Yeah. Perfect. While while you were speaking, Mark, it looks like Claude finished up here in terms of writing that practice profile. So it, activated the m and a module where an in house attorney knows what connectors are connected, and it has some deal context on project AMPL now. So what we'll run now is refer to, or use an a different prompt to refer to the virtual deal room in terms of that folder box. And you'll notice how I'm not explicitly invoking, the BoxMCP. I'm not saying, hey. Please use the BoxMCP. I'm just referring to a name of the tool that, these contracts are in and then giving maybe some supplementary info, like the deal lead, in terms of, the corp corp dev persona as well as the target signing, etcetera, outside counsel for, you know, for PlutoCo as well. And then I did refer to a skill. So let's go ahead and hit enter, and I do wanna actually click into the skill to give everyone watching, an inside look onto what what that skill is. Again, we reviewed what some of the commercial legal plug in skills looked like, such as NDA review. However, we if we click into tabular review, within the cloud desktop setup, you can easily see, exactly what takes place behind the scenes. So what's important to know, and you this is something that you you can just know once, in terms of how cloud works. Cloud actually takes a look at the description of each skill first to see how one needs to use it. So this is a very optimized description that Mark and our product team worked on to make sure that Claude understands how to operate the skill, and then it loads the full skill into the session itself. So you can see there is a full step by step process of how the skill exactly should operate, and then a lot more specific context around the skill itself. So the purpose of the skill, what, information, AKA context to load into the system, and then certain steps and actually documenting out the details of each of those steps. So confirming the documents, the schema of those documents, building the schema itself in terms of, you know, change of controls, classifications, assignments, doing some sample runs. We don't wanna run, you know, this tabular review on 200 or 500 documents if we don't test against maybe three to five documents first, and then start running against all the documents in your deal room. And then finally, at the bottom, I do want to emphasize it does verification. So every cell within the spreadsheet, the output, deliverable here is indeed a spreadsheet. It will get some kind of source citation or a flag state if it cannot be verified. So, again, doubling down on what Mark said previously in terms of compliance, security, as well as some of the questions around hallucinations, our models have built in safeguards. But, even on top of that, you can actually write your skills within your plugins to ensure that Claude takes another look at the work that it's doing while it's actually analyzing these documents. Perfect. So while it's doing that, I'm actually gonna go ahead and to act without asking mode. So I'll I'll click yes continue, for the purpose of, you know, accepting all of these changes. But also for the demo because I know, this may take a little bit of time to actually run through all 30 contracts, within the virtual deal room. I've preloaded an Excel file. So let's say the run has finished and we are now done with the tabular review in terms of the output of the tabular review. So we can see all 30 contracts have been reviewed. The review date indeed is today, and we have a target signing date. Claude filled all of this in, and it did surface six next steps. So whether it's drafting disclosure schedules, exceptions, whether it's briefing the deal lead themselves, whether it's building the closing checklist, these are six different next steps that Clyde can help us take. And then it certainly surfaced some of the headline numbers in terms of severity, blocking high, medium, and low. So for the prompt that we're gonna run, it's gonna be fairly simple. For c eight and c 12, which, our data pulse in Skyforge, it actually surfaced that there might be some data rights deal breakers in the m and a process and to actually take a closer look at what this looks like. If I go to the findings by category tab, you can see this is highlighted here as a blocking severity as well. So, again, surfaced from Claude. So I'm actually gonna run this prompt. It's gonna, it says, pull the exact clause language in each of these different contracts, and then put it into a new column next to the flag. So it should insert in column h, and then have the box deep link there as well in case I actually need to look at the whole document and peruse back to the actual deal room itself, and then confirm that these contracts are identical, to do, that verification work for you. So, again, I moved from log wanna highlight. something real quick. Harry did something really slick there. He started off inside of Claude using a plug in. Claude CoWork, through the plan, created an Excel document locally on his computer. He then opened up that document, and the same Claude that has all the context of his playbooks is available in the right nav there. And so he's using the same plug in with the same skills. It has all the context of his existing session, and he's just now working on a new surface with all of that available. And so Claude is moving with you. It knows all this information. It's working in the types of programs and applications that we already work in as lawyers, and it knows what's important to your company. And so I think we did a bit of a, like, food network thing there where it's like we we. showed you how we were putting all the the ingredients together, and then we pulled the thing out of the oven. But what happened was we went from Claude inside of the enterprise plan over to another program, and this is the output that Claude created. And now we're talking with that same Claude that has all the context. It didn't wipe its memory of what it is and what we were doing, and it's just effortlessly continuing the workflow alongside of you. And then, yeah, from here, we could go back and and do some other stuff, which I think we'll do in a second, but that's it's the same cloud going with you with the same plug ins and context, pulling from those same markdown files that we created during that onboarding process. And it's so effortless. It feels quite magical the. first time you use it. This is pretty transformational in my eyes. So yeah. Yeah. And like Mark said and thank you for that segue. I I didn't do a proper introduction on on the interface that we're looking at. This is one of the add add ins within the Microsoft suite to use Claude. So Claude for Excel as well as, this can be connected to a variety of different tools in the o three sixty five suite as well, like Word, like PowerPoint, like Outlook as well. So your cloud can actually not only connect to CoWork, but it can connect across the tools that you usually work in across these different services as well. And, like Mark said, it does not lose context, so it understands the file that it's looking at and also deep links within the file. So if I need to, let's say, click to a different tab and I need to find the tab that that Claude is referring to with the output that that it's giving me, I can click into, you know, the findings by category and then go into each of the cells that actually, that it's referencing in terms of the output. And it looks like Claude did tell me that, yes, the clauses are identical in both contracts. And, I know from my side, because I have knowledge of the demo, the AI vendor context is higher risk in terms of subcategory because of, the nature of the vendor themselves. So what we're gonna do is we we have some knowledge of, you know, the material contracts. We've done some analysis in this Excel. How do we now brief the proper stakeholders within this process? So let's go back to Claude, and let's open up a new task. And we are gonna go ahead and, let me go ahead and parse this out just so it's easier to see. Let's brief the lead on this deal and and write the exact summary based on that file that we were just in. So some details in terms of data rights findings as well as maybe the consent schedule for contract nine and twenty three. And then simply just post it into the private deal channel in Slack for any review. And I wanna emphasize here, I'm I'm just using Slack as a tool. However, you can certainly use Outlook. You can use other tools that you might be working on. You can use Word to draft some kind of review statement, etcetera, and actually have the review summary land there. So, you'll notice that, again, Claude is finding the tools. It already has the context of who I am because we created that company profile as well as the user profile. So now it's just creating the right tasks. And, again, if you're not as familiar with Cowork, you'll see that on the top right, there is a progress bar so you have a clear indicator of where you are with Cowork as you're operating in it and where Cowork is going. One common piece of feedback that we often get from users of, AI in general is, hey. If I put something into a chat interface, I have no idea where it's gonna end up and the steps that it's gonna take to get there. And Cowork is, a tool that we surface to not only help you build really robust deliverables in the form of PowerPoints, Excels, Word documents, and and other deliverables, but also give you a sneak peek into what the model is truly thinking and actually steer it along the way as well. So it's gonna draft that exec summary. It's gonna search the proper channels in terms of my, Slack, and then it's gonna go ahead and, not post, but ask me if it's okay to post, before actually slacking the deal channel. So we'll let it think for maybe a minute or so. Do you wanna leave some time for some questions afterwards? But, Mark, any other questions from the chat or maybe some context that you'd like to to throw in here on how you use, cloud for communication in your day to day as well. This is exactly the hero use case for me, where I'm trying to distill a memo or some sort of legal guidance and then communicating it out in my voice and tone. So Claude knows. how I typically communicate to executives. It knows my emoji preferences inside of Slack. As a former Slack product counsel, that is so important to me. And so it looks quite similar to what you're showing right now. So sometimes I'll say, that's good, but could you make this a little bit more concise, please? And that's something Claude's quite good at. This is so much of what being an in house lawyer looks like today. It's moving these contacts across different programs, pulling in information, grounding Claude in information from the various connectors, synthesizing it, and keeping a human in the loop. It's still me doing the legal work. It's in my voice. Mhmm. I'm reviewing things. It's just helping me with some of the more tedious busy work, and and really ensuring that it frees me up to do my best work. I think about the movie Office Space with the TPS reports. Nobody wants to do TPS reports. They wanna be focusing on important strategic work. That's why many of us went to law school so we could be impactful. Look how clean that looks. I'd like, I couldn't have done a summary action table. Many lawyers get frustrated with formatting. Claude is so. good at formatting. So no matter what jurisdiction. you're in, if you if there's a local courthouse where they need double spaces and title case, then, Yep. you need to do blue booking citations properly. Claude can be really good at setting that up. And with these new plugins, there's guardrails in place to alert you to things that you need to review to make sure you're not the next lawyer who ends up on the naughty list of people who have submitted hallucinated citations in a courtroom filing. This is probably a good time to to transition and maybe, Nancy, I know you've been reading the the the q and a, in the chat. I've been sort of trying to follow along as well. I'll I'll kick it off with one, which was a lot of people were asking, you know, I plugged the Claude commercial plans, the team plan, and enterprise plan with our preconfigured defaults. People were asking if these plug ins are available on our consumer plans, like free pro and max, as well as whether or not that can be configured for confidentiality and and model training privacy preferences as well. Anywhere co work is available, these plug ins are available. So I believe that's on pro and max on the consumer plan as well as team and enterprise plan. But the plugins are open source and available. The skills are available. You can reconfigure them, on, any surface where you're working with Claude or elsewhere. You do need to pay attention to your privacy preferences if you're on a consumer plan and toggle off training if that's something that's of interest to you. I would also point you to the anthropic trust center. There's a link right there. Our privacy center also has a lot of, questions that are or a lot of FAQs related to how to configure your settings to meet your needs. There oh my gosh. There are so many questions from Brazil in the q and a as well. Shout out to all the, lawyers from Brazil who are here. Claude is very good at understanding multiple languages. And as I mentioned earlier, you can set it up to be configured to local law. I would love to see more plug ins, and more partners reach out to know local laws and regulatory needs. And if if you follow me on LinkedIn or if you wanna reach out, I will pass through information or product partnerships team. If you are building in this space and have solutions that will help us scale and reach audiences and lawyers and legal professionals worldwide. These again, Claude is very good at understanding different languages. And even if we didn't write the skills in your language, it will understand when you talk to it in your native language, and will translate those skills on the fly. Nancy, I'll pass it to you if you have any. questions. Absolutely. There's a question that I or a theme of questions too in the chat that I've really loved around, how to sort of build up the skill set, around, you know, upskilling in the ways that, you know, Mark, you, and Harry have shown, for folks that are really looking to become, like, the builder within their organization. So, I think you would both have really relevant context to share on that. Sure. Harry, do you wanna go first? Yeah. I I will. And this is a common theme, you know, not just for your practicing law, but, any kind of function across the organization is, again, Claude is your coworker, not just a tool that you're using or a chatbot. Right? And I think as you're approaching, different levels of AI fluency, you, start to understand how to actually give Claude the proper context to build what you need. I would say that's the most important part of actually being a builder is providing the right information for Claude to understand how you operate, understand how your organization operates, and understand your workflows very intimately. So I think what Mark said previously about, hey. These plugins are just a start. So we've started you with 12 different plugins that you can actually play around with and and use certainly for day to day. However, it's just with a click of a button that you can actually customize these plugins for the purpose that you have, specifically to your organization, your day to day workflow. So providing the proper information, again, is is my biggest tip. Mark, what about you? Yeah. I didn't set out to become a builder. I was, you know, just trying to solve issues that we were spotting inside of our own legal department. And I I mentioned it earlier in the the webinar that I pointed Claude at our ticket queue. We use Jira at Anthropic to do a lot of, legal ticketing, and I had Claude analyze 742 legal tickets over the past few months. That's an oddly specific number, so you know I'm not making it up. Claude analyzed all those tickets, and it identified some of the bottlenecks that we were creating. And at a hypergrowth company, you don't wanna be the department that slows down everybody else. And so Claude helped me become a builder. I started off by doing some marketing legal review tools to help speed that up. I saw what others were building, and I tried to create repeatable skills and plug ins that would help all of us. Many of you today are tuning in because you're you're on your journey of figuring out what these tools might be able to help you accomplish and and up level. Talk to Claude as a tutor, to figure out what it is that would be useful for your practice. Have Claude look through your work and say, you know what? You spend a lot of time doing this. What if we work together to build something? My colleague Pamela, on our regulatory operations team used to spend a few hours each morning reading, news and developments from various regulatory bodies worldwide, and she talked to Claude. She's nontechnical. And she said, build me a custom newspaper I can read each morning based on the publications, you know, I'm subscribed to. Summarize the articles based on what you know will be most impactful to my company because you know about our business, you know about our litigation document or docket, you know about our, ongoing policy interactions. And now Claude creates a custom newspaper for her to read, and she can read it over a cup of coffee. So any of you who are nontechnical and you have repeatable workflows like that, I would just suggest you just get started. You don't have to think of yourself as, like, changing your job description on LinkedIn to be, like, lawyer builder or hacker. It's just kind of part of what the job is now, and I think we're building tools that make it easier. Yeah. Nancy, any other questions in there? Yeah. For sure. Lot of questions, that we may have sort of hit on around, privacy, confidentiality, and also mitigating hallucinations of the responses. I think these are questions that we get often, but, maybe, Mark, if you could touch quickly on those as well. Yeah. We we talked about this a bit earlier in the call, and I wanna emphasize that there's, dozens of guardrails we put in place with these plug ins that ensure that Claude is alerting you when it is making, various assumptions, and encouraging you to go and manually verify citations. It also, during the cold start interview, asks you if you're a lawyer. It inserts privilege, at the top of, the documents that are getting created if you're a lawyer and you are working on privileged information. At the same time, we do wanna emphasize that it is so important that you work with your IT team to set up, admin settings and controls the right way. We did talk about consumer plans. I I'm not trying to scare anybody on the call, but, as a lawyer, you have an ethical obligation to understand how these tools work. And so making sure that you've set things up correctly, with your privacy settings is also really important. And I would I would encourage you to check out our team in enterprise plan to simplify those types of settings. So we'll share a link to the self serve plans, or you can reach out to our sales team to get started. But I would encourage you to check check out our commercial plans with the DPA in place, and the ease of the the security controls there. I've also heard that many solo practitioners wanna make it easier, to purchase single seat licenses on our commercial plans. I hear you loud and clear. I've heard the feedback in every session I've done, and I am chatting with our product team to ensure this is something that we're, taking into consideration. I I hope to share progress on that soon. This is awesome. I think we're out of time today. I'm just so enthused by the amount of energy that's happening in the space. It really does feel like we're in a moment when there's, you know, tens of thousands of people signing up for webinars, the amount of interest that we're seeing on LinkedIn and elsewhere. And I just love the builder community that's creating new solutions in an open ecosystem. And I really feel like, there's an an urgency right now for lawyers to meet this moment and for legal professionals to learn how to use these tools. And us at Anthropic, all of us are just excited to be on this journey with you, and we're we really hope we're building tools that you can put to use and that this is a platform you want to build on and that you can succeed, within your in your profession. So thank you for your time today. Please reach out if we can do anything to be more helpful, and and thanks for tuning in. Share this webinar link with others as well. The recording's going out. Forward it to your whole department. Post links inside of your Slack and Teams channels, and let us know what else we can do. Thank you. Thank you all. Thanks,