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Day 5 of 14 · AI for Law Firms

Setting Up Cowork for Legal Work

Chat mode is powerful for interactive legal analysis. But the real transformation comes from Cowork — the autonomous mode where Claude reads your files, creates documents, and delivers finished work product. Today you'll set up your legal workspace and run your first autonomous document task.

Install Claude Desktop

If you haven't already, download the Claude Desktop app from Anthropic's website. Cowork is available on Pro, Max, Team, and Enterprise plans. It runs on macOS and Windows.

Once installed, you'll see three tabs in the sidebar:

- Chat — the conversational interface you used yesterday

- Cowork — the autonomous agent mode

- Code — the development mode with terminal access

Click the Cowork tab. You'll be prompted to select a working folder — the directory where Claude can read and write files.

Organize your legal workspace

Before pointing Claude at a folder, create a clean workspace structure. Here's a recommended layout:

Your working folder structure:

```

Claude-Legal/

├── active-matters/

│ ├── client-a-acquisition/

│ ├── client-b-series-a/

│ └── client-c-services-agreement/

├── templates/

│ ├── engagement-letters/

│ ├── nda-templates/

│ └── standard-forms/

├── research/

│ └── memos/

└── output/

├── redlines/

└── correspondence/

```

Why this structure matters: When you give Claude a task in Cowork mode, it can navigate your file system. A clean structure means Claude can find the right documents, create output in the right place, and keep your work organized.

Point Cowork at your top-level `Claude-Legal` folder. This gives Claude access to everything inside it while keeping your other files separate.

Knowledge Check
Why should you organize your workspace before using Cowork?
A
Claude cannot read unorganized files
B
A clean structure helps Claude navigate files, create output in the right place, and keep work organized across matters
C
Cowork only works with folders that have specific names
D
Organization is required for data security compliance
Cowork navigates your file system autonomously. A clean workspace structure means Claude can find the right documents for each matter, save output where you expect it, and avoid mixing files across different client matters.

Your first Cowork task

Let's run a real task. Place any contract you have into your `active-matters` folder (use a non-confidential document for practice, or a sample agreement you can find online).

Open Cowork and try this:

"I've placed a services agreement in the active-matters folder. Read the agreement and produce two deliverables: (1) A markdown summary that lists every key commercial term — parties, term, fees, payment terms, SLAs, limitation of liability cap, indemnification scope, IP ownership, termination rights, and governing law. (2) A separate markdown file listing every provision that's missing from a standard enterprise services agreement. Save both files in the output folder."

Watch what happens. Claude will:

1. Navigate to the active-matters folder

2. Read the agreement

3. Analyze every provision

4. Create the summary document

5. Create the missing-provisions checklist

6. Save both files in the output folder

You didn't open the document. You didn't copy-paste anything. You described the outcome and Claude produced it.

🤖
Claude
online
I've placed a services agreement in the active-matters folder. Read it and produce: (1) a summary of all key commercial terms, and (2) a list of missing provisions for a standard enterprise services agreement. Save both in the output folder.
I'll read the agreement and produce both deliverables. Reading active-matters/acme-services-agreement.docx... Analysis complete. Creating output files now. ✅ **output/acme-commercial-terms.md** — Key terms summary: - Parties: Acme Corp (Provider) / ClientCo (Customer) - Term: 24 months, auto-renew - Fees: $15,000/month - Payment: Net 30 - SLA: 99.5% uptime - Liability cap: 12 months of fees - IP: Customer retains all pre-existing IP; Provider retains platform IP - Governing law: Delaware ✅ **output/acme-missing-provisions.md** — 7 missing provisions identified: 1. Data processing addendum / GDPR compliance 2. Security incident notification requirements 3. Termination for convenience (customer-side) 4. Transition assistance obligations 5. Audit rights 6. Subcontractor consent requirements 7. Force majeure Both files saved. Want me to draft the missing provisions?
↻ Replay conversation
Knowledge Check
What is the key difference between running this task in Chat vs. Cowork?
A
Cowork uses a different AI model
B
Chat produces better analysis
C
There is no meaningful difference
D
Cowork reads files from your computer and creates real documents in your folders — Chat only produces text in the conversation window
In Chat mode, you'd need to copy-paste the contract text and then copy-paste the output into separate files yourself. Cowork reads the actual file from your folder and creates real documents you can open, share, and use immediately. The analysis quality is the same — the workflow is fundamentally different.

What Cowork can do with legal documents

Now that your workspace is set up, here are the tasks you'll be running in Cowork over the coming days:

Contract redlining — Read an agreement, analyze every provision, and produce a Word document with tracked changes attributed to your name. Opposing counsel opens it in Word and sees a normal redline.

Research memos — Take a question, research it across multiple angles in parallel, produce a structured memo with citations and recommendations.

Document generation — Take a term sheet and produce a complete set of closing documents — stock purchase agreement, investor rights agreement, voting agreement, right of first refusal agreement.

Comparison matrices — Read multiple agreements and produce a side-by-side comparison of key terms across all of them.

Correspondence — Draft client advisories, cover letters, and response packages based on the documents in a matter folder.

Each of these will be covered in detail in Week 2. For now, experiment with your workspace. Try uploading different documents and asking Cowork to analyze, summarize, and organize them.

⚖️
Day 5 Complete
"Cowork reads your files and creates real documents in your folders. Set up a clean workspace, point Claude at it, and describe what you need. The output is files you can open, edit, and send — not text in a chat window."
Tomorrow — Day 6
Teaching Claude Your Practice
Tomorrow you'll build your first custom Claude skill — a structured instruction file that encodes your professional judgment and fires automatically.
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1 day streak!