For solo and small business law firms
Your client signs Friday. The supplier’s contract doesn’t say what the term sheet said.
Forty pages of the other side’s paper to read clause by clause, the version that came back to check against your redline, a founder questionnaire to turn into a filing, an owner asking what the operating agreement says, and minutes nobody wrote last year. On flat-fee formations and reviews every extra hour comes out of your margin, and one missed auto-renewal or uncapped indemnity is all an unhappy client needs.
The Small Firm AI Kit for Business Law: one Claude Skill with 17 ready-made playbooks.
- Contract review memos
- Entity formation summaries
- Plain-English operating agreement summaries
- One-time payment
- 30-day money-back guarantee
- Works on free Claude
Contract review memo, Supplier 1 master supply agreement (excerpt)
Summary: 6 clauses flagged for Client Co. as buyer. 2 of them depart from the term sheet; 4 go beyond the positions in your Firm Profile. Every flag quotes the clause and its section.
Flag 1, § 4.2 Price: the term sheet fixes prices for 24 months (Term Sheet § 2); the agreement lets Supplier 1 raise them on 30 days’ notice “to reflect changes in cost”. Proposed edit: delete the second sentence of § 4.2 and fix prices through month 24.
Checked before you see it
- Checked: Every flag tied to its section, with the clause quoted
- Flagged: 2 terms differ from the term sheet, shown side by side
- Checked: Proposed edits written as redline text for you to accept or change
Not a business lawyer? There’s a kit for your area:
Compare all- Personal injuryMedical chronologies, specials and demand drafts, every row pinned to a source page.
- Family lawFinancial disclosure checks, chronologies and parenting plans, every figure sourced.
- ImmigrationRFE responses, evidence indexes and declarations that keep your client’s own words.
- Estate planningIntake summaries, plain-English plan letters and probate inventories, every value sourced.
- Real estateTitle commitment reviews, contract deadlines and lease abstracts, every line sourced.
- Elder lawLook-back transfer logs, Medicaid checklists and POA reviews, every entry sourced.
If this sounds like your week, keep reading
- The other side sends the “execution version” at 6 p.m. with change tracking off, and you compare it to your redline line by line.
- The founders’ questionnaire comes back with three spellings of the company name and no answer on who is putting in what.
- A member calls to ask whether she can sell her units to her brother, and you reread a 38-page operating agreement to find the transfer article.
- The bank wants a certified resolution by Thursday, and the company hasn’t held an annual meeting or written minutes since 2023.
Where the hours go
Roughly 13 hours a week go to the same five jobs
The same week with Claude and these playbooks: about 6 hours back
- Today
- With The Small Firm AI Kit for Business Law
Reviewing contracts and leases
Today: 4 h/wkWith The Small Firm AI Kit for Business Law: 2 h/wkClient updates and time entries
Today: 3 h/wkWith The Small Firm AI Kit for Business Law: 1.5 h/wkFormation questionnaires and follow-up
Today: 2 h/wkWith The Small Firm AI Kit for Business Law: 1 h/wkExplaining governing documents to owners
Today: 2 h/wkWith The Small Firm AI Kit for Business Law: 1 h/wkMinutes, resolutions and annual filings (Pro)
Today: 2 h/wkWith The Small Firm AI Kit for Business Law: 1.5 h/wk
Today: ≈13 h a week, ≈624 h a year on this work.
Back in your week with Pro, our estimate
≈6 h
With Basic: ≈5.5 h
Example starting value: $300. Move it to your own number.
- Pro pays for itself after
- ≈20 min
- Time back, each month
- ≈$7,200
How we estimated these numbers
Only part of a small-firm lawyer’s week ever gets billed, and on a flat-fee formation or review the extra hours never are. A big share of the rest goes to reading and paperwork that repeat on every client. This is a conservative picture for a practice that is mostly small-business clients: two contracts or leases to review most weeks, a new company formed most weeks, a couple of owners asking what their governing documents say, and a book of companies whose minutes and annual filings you keep. If you do more deals, the contract hours grow.
- Reviewing contracts and leases, 4 h/week: Our estimate: about 2 hours to read a commercial contract or lease from the client’s side and write the issues list, two a week. No published figure found.
- Client updates and time entries, 3 h/week: Our estimate: about 36 minutes a working day on status emails to owners and on time-entry narratives. No published figure found.
- Formation questionnaires and follow-up, 2 h/week: Our estimate: about 2 hours per new company to read the founders’ questionnaire, chase what is missing and write the formation summary, one a week. No published figure found.
- Explaining governing documents to owners, 2 h/week: Our estimate: about 1 hour to answer an owner’s question from the operating agreement, bylaws or buy-sell and write it up in plain English, two a week. No published figure found.
- Minutes, resolutions and annual filings, 2 h/week: Our estimate: about 2 hours a week keeping minutes, written consents and annual state filings current for the companies on your books. No published figure found.
These are our estimates, not measured results. No published study times these business law tasks, so we started from the conservative hours above and assumed every task still needs you: reading every flagged clause in context, deciding which risks the client takes, choosing the entity and leaving tax to the client’s CPA, clearing every [VERIFY] and signing off. So we cut each task by half at most, and minutes and filings by only a quarter, because what the owners decided and which state rules apply stay yours to confirm. For comparison, in the 8am 2026 Legal Industry Report 38% of legal professionals who use AI say it saves them 1–5 hours a week, and nearly one in four say six or more.
Week: A standard 40-hour week (our basis). Clio’s 2025 Legal Trends for Solo & Small Firms puts utilization at 27% for solos and 32% for small firms: at those rates only about 11–13 of the 40 hours get billed.. Yearly figures use 48 working weeks, monthly ones 4.
One Skill · 17 playbooks inside
Describe the file. Get the actual draft.
One Skill in Claude: you say what you need in plain words, its router opens the right playbook, and back comes a draft with every clause cited. These are excerpts of what comes back, built on fictional, anonymized facts. Your forms and your document assembly still do the drafting.
The other side’s paper read from your client’s side, every flag tied to its section.
You ask
“Client Co. is the buyer. Review Supplier 1’s master supply agreement against the term sheet and give me the risky clauses with proposed edits. Signing is Friday.”
You get
Every risky clause with its section, the issue and redline text.
Playbook: contract-review-memo.md · in every plan
business-lawyers/
├─ SKILL.md
the router: reads your request, opens the right playbook
├─ your profile, saved at setup
└─ playbooks/
├─ citation-guard.md
├─ confidentiality-preflight.md
├─ engagement-letter-ai-clause.md
└─ … 14 more
See all 17 playbooks
In every planBasic · $49
- Every citation flagged before anyone else sees it
citation-guard.md - Client data anonymized before any work starts
confidentiality-preflight.md - Updates business owners actually read
client-update-writer.md - Time entries clients don’t push back on
billing-narrative-cleaner.md - A contract review memo, every flag tied to its section
contract-review-memo.md - A formation summary from the founders’ questionnaire
entity-formation-intake.md - The operating agreement in plain English, for the owners
operating-agreement-summary.md
Added in ProPro · $99
- An engagement letter with an AI clause, ready in minutes
engagement-letter-ai-clause.md - A lease abstract with every date and dollar sourced
commercial-lease-abstract.md - What changed between two versions, as a table
contract-comparison.md - Minutes and written consents from your notes
minutes-and-resolutions.md - An annual compliance calendar with no invented deadlines
compliance-calendar.md - The buy-sell and the owner’s succession plan in plain English
succession-planning-summary.md - A due-diligence index from the data room, gaps first
due-diligence-index.md - Employee and contractor agreements reviewed, flags for you
employment-agreement-review.md - A cap table that ties to the documents
cap-table-reconciliation.md - A collection or breach demand drafted from the file
demand-letter.md
Why not just ChatGPT?
Why not just paste the contract into ChatGPT?
Around 70% of solo and small-firm legal professionals already use AI (8am 2026 Legal Industry Report; Clio 2026), but only 9% of those 8am surveyed say their firm has an AI policy and actually enforces it. A plain chatbot is fast, but it doesn’t know which side your client is on, which state its company was formed in or which section a clause came from. And the sanctions for unchecked AI output have reached contract disputes too.
Generic AI
- Mata v. Avianca (S.D.N.Y., June 2023): in a personal injury claim over a knee injured by a serving cart on a flight, ChatGPT invented the cases in the brief. The lawyers and their firm were fined $5,000; in a separate opinion the same day, the case was dismissed as time-barred.
- Mid Central Operating Engineers Health & Welfare Fund v. HoosierVac LLC (S.D. Ind., May 2025): defending an LLC accused of breaching its collective bargaining and trust agreements, the lawyer filed three briefs citing cases that don’t exist, produced by AI tools and never checked. The magistrate judge recommended a $15,000 sanction; the court imposed $6,000 on the lawyer personally, and the matter was referred to Indiana’s attorney disciplinary commission.
- A chatbot’s summary of a contract carries no section references you can check against the document, and nothing tells you whether it read the version the other side sent last or the one before.
- It doesn’t know whether your client’s LLC was formed in Delaware or at home, and it will fill a gap in an operating agreement with a default rule from the wrong state, or give an annual filing date or fee from memory. Delaware raised its LLC annual tax from $300 to $400 in 2026: a figure remembered from last year is already wrong. In this kit, filing rules come only from what you enter, marked [VERIFY].
The Small Firm AI Kit for Business Law
Why this works where a plain chatbot didn’t
- 1
Anonymized before anything starts
Confidentiality Pre-Flight runs first on every task: it offers anonymized mode, swaps names for Client Co. and Member A, masks account numbers and EINs, and reminds you to use a business plan that doesn’t train on your data.
- 2
Every clause cited, every number computed with code
Contract Review Memo ties each flag to its section and quotes the clause. Operating Agreement Summary ties every sentence to the section it explains. Cap tables, rent schedules and interest run as code with the inputs shown, and anything without a source is marked [NO SOURCE].
- 3
No invented law or deadlines, and your signature last
Filing dates and fees come only from the rules you enter in your Firm Profile, each marked [VERIFY]. Gaps in an agreement are flagged, never filled with a default from memory, and Citation Guard never generates an authority. Every output ends with a verification block and a line for your sign-off.
How it works
Set up once. Then just ask.
No coding, no prompts to copy. You install it the way you would add a document to Claude.
- 1
Download the ZIP
Right after checkout you get one ZIP, ready to download on the page: a single Claude Skill for your practice with every playbook in your plan inside. No account, no login, no subscription.
- 2
Upload it to Claude
Add it once in Claude’s settings. After that you just ask for the work: the Skill reads your request and opens the right playbook, so you never pick a file yourself. It runs on every Claude plan, including Free with code execution turned on. For real client files, use a business plan that doesn’t train on your data.
- 3
Answer the 5-minute Firm Profile interview
Your state, the states your clients are formed and qualified in, the entity types you form most, your contract review positions (caps, indemnities, governing law, renewal notice), house style, signature, and the annual filing rules for each state, entered once from your own sources and never guessed. Saved once and read by every playbook.
Compare your options
What the other options cost
These are the real alternatives a solo or small business law firm has today, at the prices reported for them. None of them is wrong, and the kit doesn’t replace your forms or your document assembly. They are priced for a different job, or a different firm.
- Contract review AI (e.g. Spellbook)Price on request: Spellbook says pricing is based on the number of team members on the license (7-day free trial)A Word add-in built for drafting and reviewing contracts, and good at it. It is a recurring license for contract work; formation files, owner summaries, minutes and filings are still your hours.
- Contract lifecycle software (e.g. Ironclad)Custom quote: Ironclad says pricing is shaped by products, users and workflowsBuilt for a company managing its own contracts, with legal ops, procurement and sales teams. A small firm reading many small clients’ documents is a different job.
- Legal AI subscription (CoCounsel Legal)Roughly $490–850 per attorney a month, depending on firm size and term (no published price; third-party reports, 2026)Built for legal research and billed every month per user. It isn’t built to keep minutes or a compliance calendar for the companies on your books.
- Your own hours, or a paralegal’sYour hourly rate, every clause and every set of minutesDone again on every contract, and on a flat-fee formation those hours aren’t billed.
- A generic chatbotAbout $20 a monthNo section cites, no comparison you can check, no verification, and it will state a filing date that sounds right. Client contracts pasted into a consumer account can breach confidentiality.
- Claude’s official legal pluginsFree to install, paid Claude plans onlyThe closest alternative, and worth a look: the commercial and corporate plugins review vendor agreements and NDAs against a playbook, draft board consents and minutes and track entity compliance. They are built around in-house and deal teams; none turns a founder questionnaire into a formation file or explains an operating agreement or buy-sell to the owners.
- The Small Firm AI Kit for Business Law$49 or $99, once$49 or $99, paid once. Even Pro costs less than one month of a CoCounsel Legal seat as third parties report it, and it never renews.
Pick your plan
One payment. Yours to keep.
Less than one month of a legal AI research subscription, with no renewal after it. One payment, yours to keep.
Pro costs, once
$99
Basic: $49 once
It pays for itself after
≈20 min
of time won back, at $300 for an attorney hour
Get back just 1 hour a month
$300
a month, against a one-time $99. Our estimate is ≈6 h a week.
Break-even = plan price ÷ the hourly value set in “Where the hours go” above.
Basic
The core kit plus the three business law essentials.
$49one-time
7 ready-made playbooks
Try it on real work. Not for you? Full refund within 30 days.
- 4 core playbooks: Citation Guard, Confidentiality Pre-Flight, Client Update Writer, Billing Narrative Cleaner
- Contract Review Memo, every flag tied to its section, with proposed edits
- Entity Formation Intake with a list of what is missing
- Operating Agreement Summary in plain English for the owners
- Firm Profile interview: set your states, review positions and house style once
- Verification block at the end of every output
Pro
The full business law workflow, from formation to the owner’s exit.
$99one-time
All 17 playbooks
Only $50 more than Basic: +10 playbooks and the Pro bonuses below.
Try it on real work. Not for you? Full refund within 30 days.
- Everything in Basic
- Commercial Lease Abstract with the rent schedule computed
- Contract Comparison, including the changes nobody marked
- Minutes & Resolutions checked against the governing documents
- Compliance Calendar, no invented deadlines
- Succession Planning Summary for the buy-sell and the owner’s plan
- Due-Diligence Index with the gaps listed first
- Employment & Contractor Agreement Review
- Cap Table Reconciliation that ties to the documents
- Demand Letter drafted from the file
- Engagement Letter + AI Clause, with a who-is-the-client paragraph
- Word templates for your contract review memo, lease abstract and minutes
- Firm Style Guide: your house style, applied by every playbook
- Sample outputs from every playbook, to compare against your own
- 12 months of fixes and adjustments to the included playbooks
30-day money-back guarantee
Run the kit on a real, anonymized file. If it doesn’t earn its place in your practice within 30 days, email us and we refund every cent. No conditions.
- One-time payment, no subscription
- Works on free Claude
Practice in a different area? Personal injuryFamily lawImmigrationEstate planningReal estateElder lawTell us yours →
No Claude account yet?
No Claude yet? You’re 2 minutes away
Claude is Anthropic’s AI assistant. Its free plan runs The Small Firm AI Kit for Business Law: you create the account, switch on one setting and upload the kit, in about two minutes and without a credit card.
- The free plan works: no subscription and no credit card to start
- About two minutes from sign-up to your first request
- Paid plans only add more usage, for when you want it
Client confidentiality comes first. Every task starts with Confidentiality Pre-Flight, which offers anonymized mode and swaps names for placeholders like Client Co. and Member A. Try the kit free on anonymized facts, then run real files on a Claude business plan, which doesn’t train on your data.
- 1
Create a free account
Go to claude.ai and sign up with your email, Google or Apple account. It’s free and ready right away.
- 2
Turn on one setting
In Settings → Capabilities, switch on “Code execution and file creation”. Skills need it, and it’s free.
- 3
Upload your package
In Customize → Skills, click “+”, choose “Upload a skill” and select the ZIP you received. Then just ask.
Fair questions
What business lawyers ask before buying
Is it ethical to use AI on client matters?
ABA Formal Opinion 512 doesn’t forbid it. It asks you to understand the tool, verify its output, protect confidentiality (informed consent may be needed), communicate with the client, supervise staff and charge reasonable fees. Business work adds a duty the kit keeps in view: when you represent a company, Model Rule 1.13 makes the company your client, and you have to explain that to an owner whose interests are adverse to it. The kit gives you an AI clause for your engagement letter with a who-is-the-client paragraph, anonymize-first by default and a human-verification block on every document. It is aligned with the guidance; it doesn’t certify compliance.
Is my clients’ deal information safe?
Every task starts with Confidentiality Pre-Flight, which offers anonymized mode, swaps names for placeholders like Client Co. and Member A and masks account numbers and EINs. Use Claude’s Free plan only to try the kit with anonymized or fictional data; for real client files, use a business plan that doesn’t train on your data.
Will it invent cases, terms or deadlines?
Citation Guard never generates an authority: it extracts every citation, marks it [VERIFY] and tells you whether it appears in your uploads. Every flag and summary line points to the section it came from, and gaps in an agreement are flagged, not filled. Filing dates come only from the rules you enter in your Firm Profile, each marked [VERIFY], and a date with no rule behind it stays blank. We don’t promise zero errors. We promise every citation and deadline is flagged for you to check.
I already have contract and document assembly tools. Why would I need this?
Keep them. The kit doesn’t draft your forms or replace your document assembly. It works on the reading around them: the other side’s paper, the version that came back, the founders’ questionnaire before formation, the plain-English explanation owners ask for afterwards, and the minutes and filings that keep a company in good standing.
Doesn’t Anthropic already do this?
Partly, and it’s worth knowing. Claude’s official legal plugins, announced in May 2026, include commercial and corporate plugins that review vendor agreements and NDAs against a playbook, draft board consents and minutes and track entity compliance. They are free to install, need a paid Claude plan and are built around in-house and deal teams. This kit is built for the small-business side of the practice: formation intake, plain-English operating agreement and buy-sell summaries for owners, lease abstracts, cap tables that tie and demand letters from the file, with filing dates only from your own rules. It runs on Claude’s Free plan with code execution. We are independent and not affiliated with Anthropic.
Built for your rules
Built for the entity law your clients are formed under
Pick the states in the Firm Profile and the playbooks switch vocabulary, the filings they remind you of and the defaults they flag. Filing dates and fees always come from the rule you enter and stay marked [VERIFY].
Your setup
Delaware entities
For clients formed in Delaware and qualified at home: two sets of filings, and an LLC agreement that can override most defaults.
- Operating Agreement Summary reads the agreement first: the Delaware LLC Act gives “maximum effect” to freedom of contract (6 Del. C. § 18-1101(b)), so every gap where a default would apply is flagged
- Flags any clause that restricts or eliminates fiduciary duties, which Delaware allows, though never the implied covenant of good faith and fair dealing (§ 18-1101(c))
- Compliance Calendar: LLC annual tax due June 1 (§ 18-1107); corporations’ annual franchise tax report due March 1 (8 Del. C. § 502), amounts from the current statute [VERIFY]
- The home-state qualification and its filings tracked as a second entry for the same company
Guardrails
Verification isn’t a disclaimer. It’s the product.
Every output ends with the same verification block: key statements, the source of each, the items marked [VERIFY], the human checks this document requires and a line for your signature. We never promise zero errors. We promise every citation and every deadline is flagged for you to check.
Sample verification block
From: Contract review memo, Supplier 1 master supply agreement (excerpt)
- Checked: Every flag tied to its section, with the clause quoted
- Flagged: 2 terms differ from the term sheet, shown side by side
- Checked: Proposed edits written as redline text for you to accept or change
- Verify: Which risks your client accepts is your call, marked [ATTORNEY]
- 01
Citation Guard
No authority is ever generated. Every citation is marked [VERIFY] and checked against your uploads: found in your documents, or NOT FOUND, verify before filing or sending.
- 02
A section on every flag
Every flagged clause, lease term and summary sentence carries its section and the text it came from. Anything without one is marked [NO SOURCE].
- 03
Numbers computed with code
Cap tables, rent schedules, interest and notice dates run as code with the inputs shown. No value is assumed and no tax is computed unless you supply the figures.
- 04
No invented deadlines or fees
Annual reports, franchise taxes and statements of information come only from the rules you enter in your Firm Profile, each marked [VERIFY]. With no rule entered, the date stays blank.
- 05
Anonymize first
Before any task, anonymized mode is offered: names become Client Co. and Member A, account numbers and EINs are masked. Consumer plans are for trying the kit, not for client files.
- 06
Who the client is, said up front
For formations and owner matters, the engagement letter draft includes a paragraph on whether you represent the company or its owners, for you to adapt. Model Rule 1.13 asks you to explain who the client is when the company’s interests and an owner’s are adverse.
- 07
Entity choice, tax and classification: flagged, never decided
The playbooks list the facts that bear on the entity type, tax elections and whether a worker is an employee or a contractor, and mark them [ATTORNEY]. The decision stays with you and the client’s CPA.
- 08
No unreviewed advice to clients or the other side
Client updates, owner summaries and demand letters carry an “Attorney review required before sending” banner. Nothing goes out as legal advice without you.
FAQ
Everything else
Didn’t find your answer? Email us:hello@summonskills.com
What exactly is in the ZIP?
One Claude Skill for your practice. Inside: a router file (SKILL.md) that reads each request and opens the right playbook, one Markdown playbook per job (7 in Basic, 17 in Pro), each with its instructions, templates and verification block, and the Firm Profile interview every playbook reads. Pro also includes the Firm Style Guide inside the Skill, plus a bonus pack: Word templates for the contract review memo, the lease abstract and minutes, and sample outputs from every playbook. 12 months of fixes and adjustments to the included playbooks are included (new playbooks for future rule changes are not part of that).
Does it work on Claude’s Free plan?
Yes. The Skill runs on every Claude plan, including Free, as long as code execution is turned on. Free is fine for trying the kit with anonymized or fictional facts. For real client files, use a business plan that doesn’t train on your data.
I use ChatGPT. Will this work there?
No. The kit is built as a Claude Skill, and ChatGPT has no equivalent way to install it once and have it open the right playbook for each request. Claude’s free plan is enough to try it, an account takes a minute, and you can keep ChatGPT for everything else.
Which states does it cover?
Any US state. Your Firm Profile records the states your clients are formed and qualified in, your contract review positions and the filing rules you enter, and every playbook uses them. It comes with notes for Delaware, California, New York, Texas and Florida. Filing dates and fees always come from the rules you enter, marked [VERIFY].
Will it draft the contract or the operating agreement?
No, by design. Your forms, your document assembly and your judgment do that. The kit reads and checks: it reviews the other side’s paper, compares versions, organizes the formation file, explains signed documents in plain English and keeps minutes and filings current. Proposed edits come as redline text for you to accept or change.
Will it tell me which entity to form, or how it should be taxed?
No. Entity choice, tax elections and whether a worker is an employee or a contractor stay with you and the client’s CPA. The playbooks list the facts that bear on those decisions and flag the questions, marked [ATTORNEY].
Does it connect to my practice management or contract software?
No connector needed. Export the contract, questionnaire or governing documents as PDFs or Word files from whatever system you use and upload them to Claude.
What if it isn’t right for my practice?
Email us within 30 days and we refund the full price. No conditions.
Is this legal advice?
No. The kit is for licensed lawyers and their staff. It drafts and organizes; you review, decide and sign. You remain responsible for every filing and every letter that leaves your office.
Your next contract review, every flag tied to its section before the client signs.
Contracts, questionnaires and governing documents in; every clause cited, every version compared, cap tables and rent computed with code, filing dates only from your own rules, and your sign-off last. About 6 hours a week back, by our estimate. $49 or $99, paid once. Use it on a real, anonymized file, and if it doesn’t earn its place within 30 days, we refund every cent. Not legal advice; for licensed lawyers.
One payment, yours to keep · 30-day money-back guarantee