of 5— Create a Claude account

What you'll accomplish

By the end of this guide, you'll have a Claude Project set up as your personal front desk writing assistant — one that remembers your practice's policies, insurance contracts, and writing style across every session. Instead of starting from zero each time, it knows your practice and produces outputs that sound like they came from your office.

What you'll need

A Claude account — free account lets you test; {{tool:Claude.plan}} subscription ({{tool:Claude.price}}) unlocks Projects and higher usage
2–3 key documents from your practice (fee schedule, cancellation policy, insurance list — even rough notes work)
Cost: {{tool:Claude.price}}/month for full Projects access

How-To Guide: Set Up Claude as a Persistent Front Desk Writing Assistant

Step 1: Create a Claude account

Go to {{tool:Claude.url}} and click Sign Up
Sign up with your email or Google account
Verify your email

What you should see: The main Claude chat interface — a text input at the bottom and your conversation history on the left.

Tools:Claude