Guides.

Step-by-step guides for putting AI to work.

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Accounting

Claude for accounting firms, Workflow 1: the month end review

Every close, somebody opens every client file to find the few that need work.

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Executive search

Claude for executive search, Workflow 1: notes to a shortlist

The conversations are the work, and they end up split between your head, a notebook and half-finished fields in the system.

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IT services

Claude for managed IT providers, Workflow 1: the client review meeting

A client review runs for an hour and turns into rough notes that somebody has to make workable, on both sides.

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Law

Claude for law firms, Workflow 1: the clause review pass

A pile of agreements arrives and somebody opens every one of them to find the few with a problem.

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Marketing agencies

Claude for marketing agencies, Workflow 1: the client report

Every month somebody rebuilds the same client report by hand, out of platform exports and an analytics view that disagree about what a conversion is.

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Member associations

Claude for member associations, Workflow 1: the board meeting to owned actions

A board meeting runs for two hours and nothing moves until the minutes are written and approved a month later.

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Staffing

Claude for staffing agencies, Workflow 1: the desk report

Every week somebody rebuilds the same board by hand, out of an applicant system and a payroll file that disagree about when a placement counts.

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