Lesson 3 · Pro

Projects: a briefed workspace for each client

Give each client or workstream its own space, instructions and files so Claude starts every chat already briefed.

Last checked 8 Nov 2026

Pro lesson

Tool plan needed: Any plan

By the end: By the end: you have a real project with files and instructions, a renewal briefing that cites its sources, and a gap check that spots promises missing from the contract.

15 min

Works on: free, pro, max, ultra, team, enterprise

Steps in this lesson

1. Create the project
2. Add the key files
3. Draft the project instructions
4. Save the instructions
5. Get a cited renewal briefing
6. Run a gap check on new notes

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