Use AI productively. Protect your clients’ trust.

There is no blanket answer. It depends on professional secrecy (Art. 321 Swiss Criminal Code, Art. 13 Lawyers Act), data protection, the contracts with the provider, where the data is processed and the nature of the information. According to a widely held view, cloud providers are auxiliary persons whose confidentiality must be secured by contract. The package creates the basis on which your firm can assess this question for its matters and decide in a documented way.

No, no tool is by itself. Claude Team comes with commercial terms: no training of models on your content, and a data processing agreement. Which data is processed, who can access what, and how results are reviewed and staff instructed remains the firm’s responsibility. That is exactly what the package regulates and documents.

Yes. Anthropic processes the data in the US; processing exclusively in Switzerland or Europe is not part of the package. We assess and document this processing, including possible access by foreign authorities. Whether and for which matters this is acceptable is decided by your firm; particularly sensitive matters or data categories can be excluded.

The AI works through its own Microsoft account, which sees only the approved document libraries. The permissions are set and tested in Claude Team, Microsoft Entra and SharePoint; where needed, we separate by matter. These limits apply to the connected Microsoft data. What someone types in or uploads by hand is governed by the internal rules; that is why technology and rules belong together.

Whether information or consent is required depends on the legal and contractual circumstances; the Swiss Bar Association recommends obtaining client consent for cloud services. The dossier contains templates for engagement terms and the privacy notice, as well as an assessment of sensitive matters. You assess which solution is right for your matters.

Usually not. The package builds on your existing environment and requires administrator access. If an environment is set up unusually or needs larger adjustments, we clarify this in advance; restructuring is not part of the fixed price.

Typical examples are deadline extension requests, client correspondence, summaries of submissions and contracts with exhibits, and cover letters for fee invoices. The AI reads, drafts and assembles; it sends nothing and decides nothing. This is AI-assisted work, not autonomous automation.

That differs from firm to firm and depends on the task, the templates and the review effort. That is why we record the current effort of the chosen workflows before implementation and compare it during practical testing. A further measurement after a few weeks of everyday use can be agreed separately.

You do not receive a configured subscription, but a ready-to-use capability: a controlled environment with tested permissions, a compliance dossier for approval, one or two workflows in your style, trained users and a first comparison of the effort. The price is fixed; the Claude Team and Microsoft 365 licences are added separately.

You continue working with the environment, the rules and the workflows handed over. Responsibility for operation and compliance with the rules then lies with the firm. Further workflows, additional training or an extension of the environment are possible and agreed separately.