Fee earners at a rural surveying firm in Wessex were spending up to three hours a week filing emails. Claude was shown the firm’s filing patterns — which emails belong in which inbox subfolders and what gets filed to SharePoint for the whole team to find.
Now they tell Claude to ‘File my emails’ and get back a screen of suggestions: where each email should go and whether it belongs on SharePoint so colleagues can find it. They glance down the list, correct the odd one, and approve. The setup is self-learning and improves with every change the user makes. Every week, two hours are reclaimed for client work.
Elsewhere: daily gains from Claude knowing where things are stored on SharePoint. Every night, Chronity Connect takes a snapshot, so Claude is aware of any new clients or directories, reducing the to-ing and fro-ing as Claude works out where to find or file things.
The firm’s tone of voice was built from exemplar documents, reports and emails, and distilled into patterns and styles that make it much more likely that Claude will get it right, or very nearly right, first time.