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Run a small law firm's drafting, meeting notes, intake and follow-ups on a stack of AI tools tied together with Zapier
Sarah Moon, a relationship property lawyer and owner of Clean Break, a law firm in Nelson, New Zealand, on her own LinkedIn
Her stack: Claude Cowork for drafting documents, searching emails, summarising her day and file checks and reviews; ChatGPT for brainstorming; Contented AI to transcribe and file-note in-person meetings and VXT for calls; Cognito Forms for client intake; Calendly for scheduling and reminders; Asana for workflow, tasks and as the CRM; Westlaw AI and another research tool, checked against each other and Claude, for research; Kit for newsletter sequences; and Zapier "for tying everything together."
Claude $17/mo billed annually ($20 monthly) · ChatGPT Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo · Zapier Pro $19.99/mo billed annually ($29.99 monthly) for 750 tasks; free plan with 100 tasks/mo · Calendly $10/seat/mo billed annually (Standard; $12 monthly); free plan available
Medium · or we set it up for $197
Claude, ChatGPT, Zapier, Calendly, Claude Cowork, Contented AI, VXT, Cognito Forms, Asana, Westlaw AI, Kit, Microsoft Teams
The problem
Running her own firm means drafting, file notes, intake, scheduling and research all land on her.
What happened
No figures; it's a list of what she uses each tool for. Self-reported.
Quoted in the source: Sarah Moon, owner, Clean Break. Source: Sarah Moon on LinkedIn: My current tech stack for my law firm (2026-05-19) · Added 2026-10-28.
How to set it up yourself
- What Clean Break uses: Claude Cowork for drafting and file checks, Contented AI and VXT for meeting and call notes, Cognito Forms for intake, Calendly for booking, Asana as the CRM and Zapier connecting them.
- Pick one tool per job, the way she does, and write the list down: drafting, meeting notes, intake, booking, tasks, research.
- Connect intake to tasks first: in Zapier, have each new intake form submission create a task in your task tool and send the client a booking link.
- Use the drafting assistant for first drafts and file checks only, and check every legal point yourself. She plays research tools off against each other and Claude.
- Keep client documents in your firm's secure storage and check each AI tool's data terms before you put client information in it.
Copy-paste prompt
I'm a {PRACTICE AREA} lawyer running a small firm. Here are my notes from today's client meeting: {NOTES}. Write 1) a file note with the date, attendees, facts discussed, advice given and next steps, 2) a task list with due dates, and 3) a short follow-up email to the client confirming next steps in plain language. Don't add any legal advice that isn't in my notes; mark anything I need to confirm as CHECK.We set up one AI automation in your tools, live within 48 hours of getting access, for $197. No call needed. Founding price for our first 10 customers (regular $297).
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Tools used
Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-30)
Visit site →
ChatGPT
General AI assistant for writing, research, brainstorming and analysis.
From Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (checked 2026-11-03)
Visit site →
Zapier
Connects apps and automates workflows, with AI steps and agents.
From Professional $19.99/mo billed annually ($29.99 monthly) for 750 tasks; free plan with 100 tasks/mo (checked 2026-11-03)
Visit site →
Calendly
Online appointment scheduling.
From $10/seat/mo billed annually (Standard; $12 monthly); free plan available (checked 2026-11-03)
Visit site →Some tool links may be affiliate links. Disclosure
Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-30) · ChatGPT: from Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (verified 2026-11-03) · Zapier: from Professional $19.99/mo billed annually ($29.99 monthly) for 750 tasks; free plan with 100 tasks/mo (verified 2026-11-03) · Calendly: from $10/seat/mo billed annually (Standard; $12 monthly); free plan available (verified 2026-11-03)
Rather not do it yourself?
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See the $197 Quick-WinNeed more than one automation or ongoing care? Bigger setups: $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. We reply within 1 business day.
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