Briefed by GVX℠
Your day starts with one list.
Photograph your notes, or say them into your phone. Claude, an AI assistant from Anthropic, files them for you. Every morning you get one short list of what needs you.
I set it all up in 30 days, on your own Claude account, in your firm’s name.
A fixed price, agreed before we start.
How it works, in three sentences.
Simple enough to explain to a partner over lunch.
You photograph your notes.
A page of your legal pad, a sticky note, a letter that came in the mail. Or say it into your phone on the drive in. Keep writing the way you always have.
Claude files them.
Each note becomes a task, a client note or a date on your calendar. Claude also reads the email and calendar you allow it to, so nothing waits on your memory.
Every morning you get one list.
What’s due, who’s waiting on you and what your team finished. Short enough to read on your phone with your coffee. Approve something, or hand it to your assistant, in one tap.
Good morning. Three things need you today.
- Sign the Hale & Co. letterDrafted from your notes. Ready to sign.
- Call Dana Ruiz backAbout her renewal. She has called twice.
- Decide on WestfieldProposal due Friday. Maria checked the numbers.
Today 10:00 Partners’ meeting · 2:30 Tom Becker, your notes attached
Done Maria sent the year-end letters. 6 notes from your desk are filed.
Illustration. Every name here is made up. Try the buttons: it’s a sample.
What I set up for you.
Paper and voice capture
Photograph a note, a page of a legal pad or a letter, or leave a voice memo. Claude files it as tasks, client notes and dates.
A morning brief
One short message in large type: what’s due, who’s waiting on you, what the team finished. It reads well on a phone.
One status page
“Needs you”, “In progress” and “Done this week”, for you and your team, in one place. Nobody has to ask where things stand.
House rules and your repeat jobs
Written instructions for how your firm writes, what never leaves the firm and who approves what. Then two or three jobs you do every week, done your way, such as meeting follow-ups, client status letters and engagement letters.
A day with Briefed.
An illustration with made-up names. Your day will have its own.
7:30 AM
The brief is on your phone.
Three things need you today. Two of them can go to Maria with one tap.
9:00 AM
A note becomes three tasks.
You photograph what you wrote on the call. Claude splits it into tasks and puts each one where it belongs.
2:00 PM
Work you handed off comes back.
Maria finished the Westfield numbers. Claude drafted the cover note in your firm’s voice. You read it and approve.
5:00 PM
Done today.
One short list of what got finished, and what is already on tomorrow’s brief.
You run the firm. Claude works for you.
You know your clients and your business better than any software does. Briefed is built around that.
You make the decisions.
Claude and your assistant can draft and recommend. You approve. Nothing goes to a client without your OK.
One question at a time.
You won’t get a manual, a long PDF or a training course. When I need an answer, you get one question on one page, and “use your judgment, Gary” is always a fine reply.
Keep your pen.
If you think best on a legal pad, keep using one. The only change is a photo at the end of the day.
The 30 days, week by week.
Week 1 · Your first taste of it
A conversation, at your own pace.
Instead of a meeting or a form, you answer questions from my intake assistant, one at a time. It asks where your notes and deadlines live, what slips, who you hand work to, and what Claude must never see.
Talk or type, on your phone or at your desk, and stop whenever you like. “Use your judgment, Gary” is always an answer, and so is “ask my assistant.” It ends with a one-page summary you sign off, and I set up Claude in your firm’s name from it.
Week 2
Your notes and the morning brief
Your photos and voice memos start turning into tasks. From here on, your day starts with the brief.
Week 3
Your team
The shared status page, handing work to your assistant, and the first two or three repeat jobs done your firm’s way.
Week 4
Hand-over
A short walkthrough for you and your team, a one-page sheet of what Claude can and can’t see, and everything left in your name.
How you’ll know it worked: in week 4, you start every working day from the brief, and no new to-dos live on paper.
After that: a light monthly care plan to keep it tuned, or an Audit Sprint to look at the rest of your team’s work. Or you stop there. It’s all in your name either way.
Your clients’ information stays with your firm.
This is the first thing we settle, before Claude reads anything.
- It runs on your firm’s own Claude account, which you pay for and control.
- In week 1, you and I agree a one-page sheet: which mailboxes, folders and calendars Claude may read, and what it never touches. I set it up to stay inside those lines.
- I use the plan setting that keeps your firm’s data out of model training, and I check how long your plan keeps data before we start.
- The status page shows headlines only, never client account details, and it sits behind a sign-in.
- Your notes and email stay in your accounts. I don’t keep a copy.
Who it’s for.
A good fit if
- You own or run a firm of about 5 to 50 people.
- Your day runs on your inbox, your memory and paper.
- Your office has paperwork that repeats: consulting, accounting, insurance, law-adjacent or IT services.
- You know you should be using AI and haven’t had the time to start.
Probably not a fit if
- You want AI rolled out across the whole company at once. Briefed starts with one desk.
- Your work needs certified compliance software.
Fair questions.
Do I have to learn new software?
Very little, and I set it up for you. There is one new app on your phone, Claude. In it you take a photo or say a few words, much like sending a text. Everything else arrives where you already look: your email and your phone. If any part of it feels like homework, I’ve set it up wrong, and I’ll change it.
What is the first week like?
You answer questions from my intake assistant, one at a time, by talking or typing, on your phone or at your desk. Stop whenever you like and pick up later. If a question isn’t worth your time, “use your judgment, Gary” is a fine answer, and you can send a part of it to your assistant. At the end you read a one-page summary and sign it off. I set up your Claude account from that summary.
Who can see my clients’ information?
You, and the people you choose. Claude runs on your firm’s own account, and it reads only what the one-page sheet we agree in week 1 allows. I use the plan setting that keeps your data out of model training. The status page shows headlines only, behind a sign-in. Your notes and email stay in your accounts, and I don’t keep a copy.
What if I don’t like it?
Tell me, plainly and early. Through the 30 days I adjust the brief, the house rules and what Claude reads until it fits how you work. If it still isn’t for you, you stop. The account, the rules and your notes are already in your name, so nothing is stuck with me.
What does my assistant do?
Your assistant gets their own sign-in. They see the status page and the work you hand them, and they can draft, file and recommend. You approve. They don’t see anything the sheet keeps private to you.
What happens after 30 days?
Everything keeps running in your name. If you want someone to keep it tuned as Claude and your other tools change, and to add new jobs over time, there’s a light monthly care plan. If you’d rather look at the rest of your team’s work, the next step is an Audit Sprint. Or you stop there. Either way, it’s yours.
What does it cost?
A fixed price for the 30 days, agreed before we start, so there are no surprises. Your Claude subscription is separate and billed to you by Anthropic. On the call, I’ll tell you which Claude plan you need.
What is Claude?
An AI assistant made by Anthropic, a US company. It can read what you allow it to, keep lists, and write drafts in your firm’s voice. In this setup it works for you the way a good chief of staff would: it keeps track, so you don’t have to.
Tomorrow, 7:00 AM
In 30 days, your day starts with one list, and nothing lives on paper.
By phone or video, with me, Gary VanHorn. Bring your questions. There’s nothing to prepare.
Also from GVX: Found by GVX asks whether AI is recommending your business. Briefed asks whether it’s running your desk.