New Environment Setup

One-time · whole organisation

Set up once, never repeated

Stand up the SharePoint root

SharePoint · one-time

A folder for the firm's matters. The shared file surface the M365 connector reads.

Push plugins to the team

Org plugin marketplace

Stand up a private GitHub plugin marketplace, point the org's marketplace config at it, set firm.zip + matter.zip to auto-install. Every lawyer then gets them automatically. (Fallback: each lawyer uploads the two zips once via Cowork → Customize → Plugins → Upload custom plugin file.)

Add a second org owner

Cowork org settings · one-time

So onboarding, marketplace pushes, and Org-Instruction edits don't single-point on one person.

Per Hub

Hub = whole firm / one big client / one practice area

Create a Cowork project (each team member, own machine)

Cowork UI · ~3 minutes

Name it after the Hub (e.g. "Origin Firm Hub"). Connect it to the Hub's SharePoint folder. Cowork projects can't be shared, so there is no single "shared" Hub - everyone makes their own, pointed at the same SharePoint folder.

Confirm firm.zip is installed

Auto via marketplace, or upload once

Carries the firm-hub skills (/firm-brief, /hub-session-start, /tracker-dashboard, /aggregate-tracker-snapshot, /intake-batch, /bulk-setup-matter, /conflict-sweep, /tracker-repair, /setup-profile).

/setup-firm-hub (Mode B) - run once by the Hub owner

Run inside the Hub project

Writes two files to the connected SharePoint folder root: CLAUDE.md (Hub-meta guidance) and HUB-<client>.md (client/practice reference data). Every team member's Hub project then loads them automatically via /hub-session-start - no paste, no attach. When reference data changes later, re-run it; it overwrites the files and everyone picks up the change.

Per Matter

Once per matter, as it arrives

Existing matters in SharePoint already?

YES/bulk-setup-matter - walks the SharePoint root, seeds CLAUDE.md + MATTER-STATUS.txt across all existing folders.

NOSkip. Matters arrive via referral - use /intake-batch (batch) or /setup-matter (one-off) as they come in.

First time on a matter?

Run once per matter folder

Open the matter folder as its own Cowork project, run /setup-matter (writes CLAUDE.md + MATTER-STATUS.txt + the 8 subfolders). After that, just open the folder and run /session-start as normal. Each lawyer opens it as their own Cowork project; the matter files in SharePoint are what's shared.

Setup complete - daily flow runs from here. See Sheet 2 (Day-to-Day Operating Flow) for Manager / Operator / New Lawyer tracks

Same vs varies across Hubs / Clients

Same across every Hub

The pluginsfirm.zip and matter.zip are identical for every Hub. No per-environment forks.

The skill commands/firm-brief, /session-start, /intake-batch - same names, same behaviour, every Hub.

The folder disciplineSharePoint root + matter folders + MATTER-STATUS.txt as the source of truth.

The Manager/Operator patternOne Hub project for portfolio view; one Cowork project per matter for actual work.

Varies per Hub / Client

Firm Hub project Context fileReference data lawyers need to hand. Origin needs Tetra Claims TPA contact; UAE work needs UAE statute refs.

Practice-specific Tier 3 skillsOrigin uses /create-lod-origin. Each practice area gets its own equivalents when needed.