Why AI Companies Don't Train on Enterprise Data
The contracts, audits, and incentives that make the no-training commitment credible, and where the real risk lives. A note for anyone putting Claude on every desktop.
ReadIndustries · Legal
Claude, configured for the way legal teams actually work.
Anthropic's legal plugins for Claude cover commercial, employment, privacy, litigation and other practice areas. Shannon Advisory fits them to your intake, review, correspondence and drafting: your team trained on your own matters first, then your playbook and your review standard set up in Claude.
Where we fit
Use Anthropic's legal plugins. Then set them to your playbook.
In May, Anthropic released 12 legal plugins and more than 20 connectors, including iManage and NetDocuments for document management, and Claude works inside Word, with a tracked changes mode. Use them.
Anthropic says teams can layer their own precedents and playbooks onto the plugins. That's where an engagement starts: your lawyers trained on your own matters, your positions written into the plugins, the plan and settings set up with your IT team, and connectors scoped to each user's permissions.
Anthropic's guidance on its legal plugin: "All outputs should be reviewed by licensed attorneys." Every workflow we set up keeps a person you name as the reviewer, and a lawyer on anything that needs one.
The problem
Deadline-driven document work, matter after matter.
At a firm, much of it lands before the billable work starts. In-house, much of it is contracts and NDAs checked against the same playbook, one at a time.
- IntakeNew matters arrive in every format. Pulling out the facts, conflicts, and next actions takes paralegal time on every one.
- Document reviewFirst-pass review of contracts, productions, and discovery eats hours that should go to judgment calls, not page-turning.
- Contracts and NDAsNDAs and vendor agreements reviewed against the same positions every time, with renewals and expirations to keep track of.
- Client communicationsStatus updates, letters, and standard correspondence drafted from scratch each time, even when the shape is the same matter to matter.
- Matter managementWorking out where a matter stands, who's done what, and what's due next pulls people away from the work itself.
- DraftingFirst drafts of standard documents and the routine parts of larger filings take hours the judgment doesn't need.
- Research summariesDistilling case law and prior memos for the matter at hand is repeat work, and every citation still has to be checked.
Workflows
Claude for intake, contract review, correspondence and research.
We set each one up with your templates and your playbook.
- Intake summarizerInbound matter information becomes a structured record: parties, facts, dates, conflicts, next actions. The reviewer signs off instead of building it.At Lone Star Attorney Service, Claude reads the legal assistant's inbox every weekday at 8:00 and acknowledges intake emails.
- First-pass document reviewFlags the clauses, terms, or issues your team cares about for that matter type, and summarizes a counterparty's redlines. The lawyer reads with the flags in hand instead of starting cold.
- Contract and NDA triageIncoming NDAs and vendor agreements checked against your playbook: what's standard, what's off, and what needs a lawyer. Built on Anthropic's legal plugins, with your positions in place of their defaults.
- Correspondence drafterStandard letters, status updates, and routine correspondence in your voice, from your templates, ready for partner or associate review.At Lone Star, Claude pre-drafts the legal assistant's emails to defendants, with the matching ServeManager note, and leaves them for her review.
- Matter status briefingWhere the matter stands, what's been done, and what's due next, built from the team's own notes and files. For status calls, partner check-ins, and when a matter changes hands.At Lone Star, an 8:30 report each weekday lists pending affidavits, skip traces with rush jobs first, and anything awaiting instructions that has gone past due.
- Research summarizerCase law and prior memos summarized against the question at hand, with citations to check. The lawyer still verifies everything.
Proof
Why us, specifically
Law firms hire Lone Star Attorney Service to serve their papers. By the end of our first visit, everyone in its office had Claude, connected to Google Drive, Gmail and Ramp.
Ryan Kashtan, the co-founder who leads delivery, is a graduate of Harvard Law School and practiced at Davis Polk & Wardwell before Shannon Advisory.
Published case study · Legal services
Onboarding one new process server
Bars to scale. Lone Star's figures, from its onboarding tracking sheet. Full results.
Shannon Advisory is a Select partner in the Claude Partner Network Services Track.
How we work
Your team's AI engineers, on your own matters.
Think of us as your team's AI engineers. We work inside your business: on site when we can, remote or hybrid when that works better.
What we do
Adopt
Training on your own work, setup with your IT team, connecting the systems Claude connects to, weekly office hours, and skills written with your team.
See AdoptBuild
Custom connectors for systems Claude doesn't connect to yet, and apps that replace a manual routine.
See BuildA first engagement runs about three months. Most clients keep us on after that, by the quarter or the year. Pricing by proposal.
FAQ
Questions firms and in-house teams ask before the first call.
We're a small firm, or a lean in-house team. Is a Claude implementation right for us?
Yes. Shannon Advisory works with lean legal teams: a small or midsize firm, or an in-house department of a handful of lawyers. We configure Claude for the way your team already works and get everyone using it.
How does Claude handle client data?
It depends on the plan. Anthropic's commercial terms say that "by default, customer content from Claude for Work, the Claude Platform, and the API is not used to train our models," and administrators can set an organization-wide retention period. Personal Free, Pro and Max accounts are on consumer terms, where each user chooses whether to allow training. Before anyone puts a matter into Claude, we map where matter information lives and who can see it, then set up the plan and settings with your IT team.
How long does a Claude implementation take for a legal team?
A first engagement runs about three months. Most clients keep us on after that, by the quarter or the year. Pricing by proposal.
Do we need IT involvement?
Lightly, usually. A workflow inside a Claude account, on documents your team brings to it, needs almost no IT. Connecting Claude to your document or matter management system, through Anthropic's connectors where they exist, needs IT or the vendor in the loop. A system with no Claude connector needs a custom one, which we can build.
What if the team already tried AI and it didn't stick?
Usually someone tried a generic prompt, got a generic result, and stopped. The work is in the configuration and the workflow. We find where Claude will pay off for your team and start there.
Bring one matter type. We'll start there.
The intake inbox, the NDA queue and the weekly status call are all good places to start. We'll tell you straight whether we can help.