How to Use Claude as a Legal Assistant: Citations, Jurisdiction, Review

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The skill behind this guide: AI Legal Assistant. A senior legal assistant for demand letters, motions, correspondence and day-to-day legal admin, including paralegal-tier filing prep and court forms - $19, one payment, yours permanently.

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A fabricated citation is indistinguishable from a real one by reading. The case name is plausible, the reporter cite is plausible, the year is plausible, the holding is plausible and on point. Your instinct - does this look right? - is precisely the instinct that fails, because the output is optimised to look right. That single fact reorganises everything about using an AI chat for legal work, and it does not only apply to case law. It applies to quotations from the contract sitting in front of you.

0:15 · loop Same AI, same question. One file makes it a specialist.

This page is not legal advice, and neither is the skill

Nothing here, and nothing a model produces, is legal advice or a substitute for a qualified lawyer in your jurisdiction. The techniques below are for document work - drafting, summarising, organising, preparing questions - and every one of them ends with a human who is qualified and accountable. If a decision carries legal consequence, it belongs to a solicitor or attorney, not to a chat window and not to this page.

The verification instinct that does not work

In June 2023 the Southern District of New York sanctioned two lawyers and their firm over a brief containing six judicial opinions that did not exist. They had been produced by ChatGPT, complete with internal citations to further cases that also did not exist, and presented as published in the Federal Reporter and the Federal Supplement. Judge P. Kevin Castel imposed a $5,000 penalty and required the lawyers to notify the real judges whose names had been attached to the fabricated opinions. He described the episode as promoting "cynicism about the legal profession and the American judicial system".

The instructive part is not that it happened. It is how far it got. The brief was read, filed, and defended before anyone pulled the cases. Nothing about the text announced itself as invented, because a language model producing a citation is doing exactly what it does everywhere else: generating the most plausible continuation. Plausible is the whole problem.

So the defence cannot be a reading defence. It has to be mechanical: every authority is located in a real database and read, or it does not go in the document. Not skimmed for plausibility. Located. There is no shortcut that operates on the text itself, because the text is where the failure lives.

The part people miss: it also misquotes your own documents

Most people assume this risk lives with outside knowledge - cases, statutes, things the model half-remembers. It does not stop there.

Hand a model a sixty-page agreement and ask what the termination provisions say, and it can hand back a clause quotation that is subtly not what the document says. A shall that was a may. A notice period from a different sub-clause. A carve-out that is not there, or one that is there and has quietly gone missing from the summary.

This is more dangerous than an invented case, because you trust it more. You supplied the document. It feels like reading rather than recall. It is not: the summary is still generated, and generated text can drift from its source in ways that are invisible without going back to the source.

The operational rule follows: no statement about a document without a locator. Clause number, section, page. Nothing is quoted unless you can put your finger on it, and anything the model cannot locate is flagged rather than smoothed over. A summary with locators takes thirty seconds longer to produce and can actually be checked.

Jurisdiction is not a preference, it is the answer

These tools have read overwhelmingly more American legal text than anything else, and they do not announce it. Ask an English-law question and you may get American assumptions delivered in English-sounding prose, with the vocabulary drifting silently: discovery for disclosure, statute of limitations for limitation period, consideration doctrine applied where it does not belong, at-will employment assumed in a jurisdiction that has never had it.

And within one jurisdiction, the law has a date. A model does not know what changed last month, and it will not say so unprompted. State the jurisdiction and the date at the top of every conversation, and require it to say which assumptions it is making and where it is unsure.

The boundary is not something the model can police

It is common to hear that a well-built legal skill "knows the line between admin and advice". It cannot, reliably. Whether your question is administrative or advisory depends on facts it does not have and consequences it cannot see.

What you can do is put the burden in the right place, in how you ask. Never ask whether something is safe to sign, whether you have a claim, or what your rights are. Ask what the document says, what is unusual in it, and what you should put to a lawyer. The second kind of question has an answer the model can actually produce, and it converts its output into a brief for a human instead of a substitute for one.

Prompt 1 - intake, before anything else

Do not analyse anything yet. Establish the frame first. Ask me, and do not proceed until you have them: 1. Governing jurisdiction, and the governing-law clause if the document has one 2. Today's date, and the date of the document 3. Document type, and which side I am on 4. What decision I am actually trying to make 5. Whether there is a deadline, and what it is Then, before any analysis: - State which body of law you will be reasoning from - State plainly where your knowledge of that jurisdiction may be out of date, and what kind of change would matter - Tell me if the jurisdiction I named is one where you are significantly weaker, rather than answering anyway Standing rules for this whole conversation: - Cite no case, statute or regulation unless I ask for one, and when I do, mark every one UNVERIFIED. - Quote nothing from my document without a clause or section number attached. - Never tell me whether something is safe, enforceable, or advisable. Tell me what it says and what to ask a lawyer.

Prompt 2 - summarise with locators

Summarise the attached document. Every single statement you make must carry a locator. Format: one line per point, then the clause or section number in brackets. No locator, no line. Cover: - Parties, term, and what each side is obliged to do - Money: amounts, timing, and what triggers each payment - Termination: who can, on what notice, and what survives - Liability: caps, exclusions, indemnities - Anything that binds beyond the term Then, separately: - QUOTED VERBATIM: any wording where the exact words matter, reproduced exactly, with the clause number - COULD NOT LOCATE: anything I asked about that is not clearly in the document. Say it is absent rather than inferring what it probably means. - UNUSUAL: clauses that differ from what this document type normally contains, and say why you think so Do not tell me whether any of it is reasonable.
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Prompt 3 - the adversarial read

A summary tells you what a document says. This tells you where it can be used against you, which is a different question and the one that matters when something goes wrong.

Read the attached document as the other side's lawyer, looking for what they could argue. Locators on everything. For each clause that is ambiguous or one-sided: - Quote it, with the clause number - State the reading most favourable to them - State the reading I am probably assuming - Say which reading the words more naturally support, and say if it is genuinely unclear rather than picking one Then: - What is ABSENT that a document of this type normally has? Absence is where most of the risk sits and it is invisible when you read what is there. - Which obligations have no consequence attached if breached? - Which definitions do work that a reader would not expect? - Where does an obligation sit on me that I would not notice until I had to perform it? Give me the three clauses I should take to a lawyer first, in order, and say what turns on each.

Prompt 4 - turn the output into a brief for a human

Based on everything above, write the note I should send to a lawyer. Assume their time is expensive and they have not seen the document. Structure: - One paragraph: what the deal or dispute is, and what I want to happen - The specific questions I need answered, in priority order. Each one phrased so it can be answered yes, no, or it depends on X. - For each question: the clause it concerns, and what changes for me depending on the answer - What I have already decided and am not asking about - Documents and facts they will need from me that I have not provided yet Include no legal conclusions of your own. If a question cannot be phrased without assuming a legal position, flag it and say what the position is, so I know I am assuming it.

Prompt 5 - drafting, with nothing asserted

Draft [A LETTER / A CLAUSE / A DOCUMENT] for [PURPOSE]. Hard rules: - Cite no authority. No case, statute, regulation or section number of any law, even if you are confident. - Assert no legal position. Where the draft needs one, write [LEGAL POSITION NEEDED: the question] inline and continue. - Invent no facts, dates, amounts or names. Use [PLACEHOLDER: what] for anything I have not given you. - Use my jurisdiction's conventions for formatting, dates and terminology. If you are unsure what they are, say so rather than defaulting to American practice. - Keep it plain. Archaic phrasing is not precision. Then list separately: - Every placeholder, grouped, so I can fill them in one pass - Every [LEGAL POSITION NEEDED], so my lawyer can see in one glance what they are being asked to confirm - Anything in the draft that would commit me to something I may not have intended This draft is not to be sent until a qualified person has reviewed it.

Prompt 6 - the citation quarantine

Run this whenever any authority has appeared in the conversation at all, including ones you did not ask for.

List every case, statute, regulation, rule and secondary source that has appeared anywhere in our conversation, including ones you volunteered and ones you mentioned in passing. Put each in a table: - The citation as you gave it - What you say it stands for - Where I go to check it: the specific database or official source, not "legal research" - Your own confidence, stated plainly Mark every single row UNVERIFIED. Do not mark any row verified, for any reason, including if I tell you it is correct. Then state, in one line: none of these may appear in a filed or sent document until I have opened it, read it, and confirmed it says what you say it says.

Confidentiality, privilege, and who is allowed to do this

If you are a lawyer, your professional duties apply to this the way they apply to everything else. The American Bar Association's Formal Opinion 512, issued on 29 July 2024, is its first ethics guidance on generative AI: competence under Model Rule 1.1 includes understanding the benefits and risks of the technology you use; client information is protected under Rule 1.6 and needs informed consent before disclosure; Rule 1.4 brings a duty to consult clients about the methods used on their matter; and on fees, you may bill for time spent inputting material and reviewing output, but generally not for the time you spend learning the tool. Read the opinion itself, and your own jurisdiction's guidance, which may be stricter. Source: ABA.

If you are not a lawyer, using this on your own documents is your business. Using it to prepare documents or give guidance for other people may be practising law without a licence, which is regulated in most jurisdictions regardless of whether you charge for it. That line is worth checking before you are helpful to a friend.

Either way, settle the confidentiality question before the workflow rather than inside it. Client material, opposing-party documents and anything under a confidentiality undertaking are governed by your duties, your engagement terms, and the terms of the specific tool and tier you are using. Working from a redacted extract rather than the whole file removes most of the question.

Where it fails

Failure What happens What to do about it
Fabricated authority Plausible case names, reporters and holdings that do not exist, sometimes citing each other Mechanical verification only. Every authority opened and read, or it does not go in
Misquoting your own file A shall that was a may, a notice period from elsewhere, a carve-out that is not there Locators on every line. Nothing quoted without a clause number
Silent jurisdiction drift American doctrine and vocabulary applied to a question that is not American State jurisdiction and date up front, and require its assumptions to be declared
The law has moved It does not know what changed since training and will not say so unprompted Treat every legal statement as of unknown date until confirmed
Absence is invisible It reads what is there. Most contract risk is in what is missing Ask explicitly what a document of this type normally contains that this one does not
Confident conclusions Asked whether something is enforceable, it will answer Never ask. Ask what it says and what to put to a lawyer
Archaic drafting Hereinafter, witnesseth, and other decoration mistaken for precision Ask for plain drafting and treat old-fashioned phrasing as a smell
No accountability It carries no duty, no insurance and no licence. In the sanctioned case, the lawyers did The qualified human is not a formality in the process. They are the process

How do you install the AI Legal Assistant?

The download is a ZIP with SKILL.md at the root of the archive, not inside a nested folder - that folder structure is the usual reason an upload fails. In the Claude desktop app, open Customize → Skills, upload the ZIP and toggle it on.

Skills need code execution enabled, under Settings → Capabilities. Anthropic's help centre currently lists Skills on Free, Pro, Max, Team and Enterprise, while its Academy tutorial lists Pro, Max, Team and Enterprise - so if you are on the free plan, check Settings → Capabilities for your own account rather than taking either page's word for it. The full walkthrough is in the skill installation guide.

In ChatGPT or Gemini there is no upload step: open SKILL.md, copy the contents, and paste them into custom instructions. You lose automatic triggering and keep the method.

Who is this for?

Legal assistants and paralegals clearing document work, small firms without support staff, in-house teams, and founders who read contracts without a lawyer in the room and need to know what to ask. It works in Claude, ChatGPT or any AI chat.

The legal roles are split into their own skills rather than bundled:

The wider set is the legal and counsel skills and the legal, HR & people ops skills.

In summary:

Treat plausibility as worthless, because a fabricated citation reads exactly like a real one and that is what got two lawyers sanctioned in 2023. Verify mechanically or not at all: every authority opened and read, none marked verified by the model itself. Extend the same suspicion to quotations from your own documents, which drift in ways that are invisible without a locator, and require a clause number on every line of every summary. State the jurisdiction and the date up front, and make the model declare its assumptions and its weak spots. Ask what a document says and what to put to a lawyer, never whether it is safe or enforceable. Then use the output as a brief for a qualified person rather than in place of one. For the jurisdiction, conventions and house rules held between sessions, the AI Legal Assistant ($19). Works in Claude, ChatGPT and any AI chat, with a 30-day money-back guarantee. None of it is legal advice.

Skill · .md · Works with Claude & ChatGPT

AI Legal Assistant

Demand letters, motions, correspondence and day-to-day legal admin, including paralegal-tier filing preparation and court forms. Holds your jurisdiction and your house rules between sessions, so the checks get applied every time rather than when you remember. Drafts for qualified review, never in place of it.

$19
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Frequently asked questions

Can Claude do legal work?+

It can do document work: drafting, summarising, comparing, organising, and preparing the questions you take to a lawyer. It cannot give legal advice, and nothing on this page is legal advice. The useful framing is that every technique ends with a qualified, accountable human. If a decision carries legal consequence it belongs to a solicitor or attorney, and the model's job is to make that handover faster and better prepared rather than to replace it.

Does AI make up case law?+

Yes, and the danger is that a fabricated citation is indistinguishable from a real one by reading. The case name, the reporter cite, the year and the holding are all plausible and on point. In June 2023 the Southern District of New York sanctioned two lawyers and their firm over a brief containing six opinions that did not exist, complete with internal citations to further cases that also did not exist. Judge Castel imposed a 5,000 dollar penalty. The instructive part is how far it got: the brief was read, filed and defended before anyone pulled the cases.

How do I check whether a citation is real?+

Mechanically, never by reading. Open every authority in a real database and read it, or it does not go in the document. Skimming for plausibility is exactly the check that fails, because plausibility is what the output is optimised for. A useful discipline is to make the model list every authority that appeared in the conversation in a table, marked UNVERIFIED, with the specific source to check each one against, and to refuse to mark any row verified even if you tell it to.

Will it misquote a contract I gave it myself?+

It can, and this is the risk people miss. Most assume hallucination only affects outside knowledge, but a summary of a document you supplied is still generated text and it can drift: a shall that was a may, a notice period taken from a different sub-clause, a carve-out that is not there. This is more dangerous than an invented case because you trust it more. The fix is a locator on every line - clause or section number - and an instruction to flag anything it cannot locate rather than smooth over it.

Why does jurisdiction matter so much?+

Because these tools have read overwhelmingly more American legal text than anything else and do not announce it. Ask an English-law question and you may get American assumptions in English-sounding prose, with the vocabulary drifting silently: discovery for disclosure, statute of limitations for limitation period, consideration doctrine where it does not belong, at-will employment assumed in a jurisdiction that never had it. Within a jurisdiction the law also has a date, and the model does not know what changed last month.

Can AI tell me whether a contract is safe to sign?+

No, and asking is the mistake. Whether a question is administrative or advisory depends on facts the model does not have and consequences it cannot see, so it cannot police that boundary however it is built. Put the burden in how you ask instead: never whether something is safe, enforceable or advisable, always what the document says, what is unusual in it, and what to put to a lawyer. That second kind of question has an answer it can actually produce.

Is it safe to paste client documents into an AI chat?+

Settle it before the workflow rather than inside it. For lawyers, the ABA's Formal Opinion 512 of 29 July 2024 is its first ethics guidance on generative AI: competence under Model Rule 1.1 includes understanding the technology's benefits and risks, client information is protected under Rule 1.6 and needs informed consent before disclosure, Rule 1.4 brings a duty to consult clients about the methods used, and on fees you may bill for input and review time but generally not for learning the tool. Your own jurisdiction's guidance may be stricter. Working from a redacted extract removes most of the question.

Can a non-lawyer use this for other people?+

Using it on your own documents is your business. Using it to prepare documents or give guidance for other people may be practising law without a licence, which is regulated in most jurisdictions regardless of whether money changes hands. That is worth checking before you are helpful to a friend, and it is a separate question from whether the output is any good.

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