The Digital Associate โ€” Claude Workflows for Licensed Attorneys | The Leveraged Years
For Licensed U.S. Attorneys Founding Price

The Digital
Associate Claude Workflows for
Licensed Attorneys

Nine practice workflows. Each one starts with a real client matter โ€” redaction, intake, contract review, research organization โ€” and ends with a work-product-ready output. Built for practicing attorneys who bill time, not for people learning about AI.

This course is for licensed attorneys admitted to a U.S. bar. It is not legal advice, not CLE-approved, and not designed for non-lawyers. Claude assists your process. Your judgment remains the practice of law.

Enrollment Details
Price$395
FormatSelf-paced
Modules9 workflows
PlatformKajabi
AccessLifetime
RequirementU.S. bar member

Founding cohort ยท Price subject to change
No income guarantee ยท Not CLE credit

The Case for This Course

"Attorneys don't need a chatbot.
They need a properly instructed one โ€”
and the workflows to run it without
exposing client confidence."
Anthony Guerriero, CPA, MBA
Deloitte & Touche โ€” Forensic Accounting, M&A Disputes ยท Co-Founder, The Leveraged Years

Why This Course Exists

The work that consumes your week has a Claude workflow.

Problem 01

Contract review takes three hours you don't have.

A structured clause-by-clause extraction prompt cuts first-pass review time in half โ€” without the hallucination risk of asking Claude to read the law for you.

Problem 02

Client intake is a 20-minute call that should take 7.

Triage workflows let Claude pre-organize the matter type, conflict indicators, and jurisdiction flags before you pick up the phone.

Problem 03

Confidential documents require a clean room, not a public tool.

The Legal AI Clean Room module establishes exactly how to configure Claude for matter-specific work without leaking client data across contexts.

Problem 04

Research is organized by bookmark, not by argument.

A structured research log built with Claude turns case notes into an argument-ready outline โ€” organized by issue, not by the order you found things.

Problem 05

Drafting support is the one area where AI error costs the most.

This course teaches a verification-first approach: Claude drafts, you supervise, and every output goes through a mandatory human-review checkpoint before it touches a client file.

Problem 06

Opposing counsel preparation is a solo exercise.

The Opposing Counsel Simulator uses Claude to steelman the other side's strongest arguments โ€” so you hear them in preparation, not at deposition.

How Each Workflow Is Structured

Three parts. Every time.

Step 01

The Client Matter

Each workflow opens with a concrete legal scenario โ€” a real type of matter, a real time pressure, a real consequence if the work-product misses. Not a toy example. Not a hypothetical law school question.

Step 02

The Claude Configuration

You receive the exact prompt structure, context-setting instructions, and guardrails for that workflow โ€” including what Claude should never do and how to catch the errors it's most likely to make in that matter type.

Step 03

The Work-Product Output

The workflow produces something you can use or review immediately: a redacted draft, a research log, a clause extraction, a triage summary. Your sign-off closes the loop. Claude never does.

Nine Workflows

Every module is a practice area. Every lesson is a billable problem.

M โ€” 01
Configuration ยท Security

The Legal AI Clean Room

Establish a matter-specific Claude environment before touching any client document. Configure session context, redaction conventions, and output limits so that confidential information stays scoped to the matter at hand.

Configuration
Privacy protocol
Session hygiene
M โ€” 02
Document Review ยท Privacy

Confidentiality & Redaction

Use Claude to identify redaction targets across document sets โ€” names, account numbers, privilege indicators โ€” then apply a review layer before any document leaves your desk. Includes a systematic spot-check protocol.

Document review
Redaction workflow
Privilege log
M โ€” 03
Transactional ยท Litigation Support

Contract Review

Extract clauses by category, flag unusual terms against market standard, and generate a first-pass risk summary โ€” all before your own analysis begins. Designed to accelerate review, not replace it.

Clause extraction
Risk summary
Market standard flags
M โ€” 04
Research ยท Case Preparation

Research Organization

Turn case notes, citations, and deposition fragments into an argument-organized research log. Claude structures your notes by issue and counter-argument; you decide which arguments hold. Includes an issue-mapping template.

Research log
Issue mapping
Argument structure
M โ€” 05
Writing ยท Drafting

Drafting Support

First-draft acceleration for motions, letters, and correspondence โ€” with a mandatory human-review checkpoint at each output. Claude does not write final documents. You receive drafts structured for your review, not for client delivery.

First-draft support
Review checkpoint
Supervision protocol
M โ€” 06
Preparation ยท Strategy

Opposing Counsel Simulator

Instruct Claude to argue the other side โ€” steelmanning the opposing position's strongest form before you've committed to a strategy. Designed for deposition prep, motion strategy, and settlement analysis.

Counter-argument
Deposition prep
Strategy stress-test
M โ€” 07
Intake ยท Matter Opening

Client Intake & Triage

Pre-structure client intake with Claude before the first call: matter type, jurisdiction, conflict indicators, urgency tier, and open questions. Cuts intake calls and produces a matter-opening summary you can review in two minutes.

Intake triage
Conflict indicators
Matter summary
M โ€” 08
Quality Control ยท Supervision

Verification & Supervision

The most important module. How to catch Claude's most common failure modes โ€” confident hallucination, citation fabrication, subtle paraphrase errors โ€” before they reach a client file. Verification checklists for each workflow type.

Error detection
Hallucination catches
Verification checklist
M โ€” 09
Reference ยท Prompt Library

Prompt Vault

The complete prompt library for every workflow in this course โ€” ready to copy, adapt, and use in your practice. Organized by matter type. Includes configuration templates, redaction prompts, review checklists, and intake frameworks.

Prompt library
Configuration templates
Ready to use

Your Instructor

Anthony
Guerriero
CPA ยท MBA
Co-Founder, The Leveraged Years
CPA โ€” Certified Public Accountant
MBA โ€” Graduate Business
Senior Consultant, Deloitte & Touche
Forensic Accounting & M&A Disputes
Cross-Border Transaction Support
Co-Founder, ManhattanMiami Real Estate

Anthony Guerriero spent the formative part of his career at Deloitte & Touche working in forensic accounting and M&A disputes โ€” which means he spent years working directly beside attorneys on complex matters where precision wasn't optional and a single missed detail had financial and legal consequences.

He is not an attorney. He does not practice law. What he knows intimately is how attorneys work under time pressure, what a work-product output actually needs to look like, and where AI tools break down in that environment.

The Digital Associate is the course he would have wanted available when he was consulting on M&A disputes: a practical, compliance-forward toolkit for a profession that cannot afford to experiment on client matters.

He built it with his co-founder Ricardo Mello, whose two-decade practice building ManhattanMiami's foreign-buyer business was majority attorney clients โ€” and whose experience using Claude to systematize complex, relationship-dependent work shaped the underlying method.

What This Course Is โ€” And Is Not

Not

Not legal advice. Nothing in this course constitutes legal advice, and no attorney-client relationship is formed by enrollment or completion. All examples are illustrative of workflow methodology, not legal guidance.

Not

Not CLE-approved. This course has not been submitted for or approved as Continuing Legal Education credit in any jurisdiction. It does not fulfill MCLE requirements.

Not

Not for non-lawyers. The workflows in this course are designed specifically for licensed attorneys who understand professional responsibility, privilege, and the constraints of law practice. Non-attorneys should not apply these workflows to client matters.

Is

A workflow course for practicing attorneys. This course teaches prompt engineering, session configuration, and output verification methods โ€” applied specifically to the types of work-product tasks that licensed attorneys perform. Your professional judgment governs every output.

Is

Jurisdiction-neutral. Workflows are designed to be applied across U.S. jurisdictions. Attorneys are responsible for confirming that their use of AI tools complies with the professional responsibility rules of their state bar and any applicable bar opinions on AI use in practice.

Enrollment

One price.
All nine
workflows.

Founding cohort pricing. Built for attorneys who want the workflow without spending the billable hours figuring it out themselves.

Lifetime access. Self-paced. No subscription. No upsells.

The Digital Associate
$395
One-time ยท Founding price ยท Lifetime access
9 practice workflows โ€” M1 through M9
Complete Prompt Vault with ready-to-use templates
Verification & supervision checklists
Legal AI Clean Room configuration guide
Lifetime access โ€” including future updates
Enroll at Founding Price
For licensed U.S. attorneys only
Not legal advice ยท Not CLE credit