What you'll accomplish
By the end of this guide, you'll have Claude Pro set up and a workflow for generating batches of professional client communications at once — engagement letters, document request follow-ups, and explanation emails — turning 90 minutes of individual drafting into 15 minutes of review-and-send.
What you'll need
- A Claude Pro account (claude.ai)
- A list of clients and what you need to communicate (a simple table or list)
- Time needed: 15 minutes setup; 10–15 min to generate a full batch
- Cost: $20/month (Claude Pro)
How-To Guide: Use Claude Pro to Batch-Draft Client Communications
Step 1: Create your Claude Pro account
Go to claude.ai and click "Start for Free." You can use the free tier to test, then upgrade to Pro ($20/mo) for the higher usage limits needed for batch drafting. Sign up with your personal or firm email.
Important on data privacy: Never enter real client names, SSNs, EINs, or identifying details. Describe clients by type ("restaurant client," "medical practice") when needed for context.