# Things you can do without a skill

A skill is just a packaged prompt. For the operations below, you don't need one - just ask Claude in Cowork directly. Keep this list pinned somewhere; it grows over time.

---

## In Cowork (web app)

### Apply a clean naming convention to all your projects at once

Open Claude Code (the local CLI) or any Cowork chat with broad project visibility. Ask:

> Rename all my Cowork projects so the name is just the matter number (`MA-XXXXX`), no other text. Don't change the underlying SharePoint folder names. Output a before/after list before applying.

Claude will produce a list, you confirm, it renames in one pass.

### Rename a single project

Inside that project, ask:

> Rename this Cowork project to `MA-12345`.

Done.

### Find a matter by debtor name across all your matters

From your Origin Firm Hub project:

> Search across my Origin matter folders for a debtor whose name contains "Smith". List matter number, current stage, due date.

Claude searches the SharePoint folders and answers.

### Update a matter's CLAUDE.md when something changes

Open the matter as a Cowork project. Ask:

> Update CLAUDE.md to reflect that the debtor's registered office has changed to [new address]. Also update any related fields. Show me the diff before saving.

Claude reads, proposes the change, you approve, it writes.

### Catch up on a matter you haven't touched in weeks

Open the matter project. Ask:

> Give me a 60-second catch-up on this matter: current stage, what was done last, what's outstanding, due date.

Claude reads CLAUDE.md and MATTER-STATUS.txt and answers.

### Get a portfolio brief across all matters

From your Origin Firm Hub project: `/firm-brief`

(This one IS a skill - listed for completeness.)

### End your work on a matter

From inside the matter project: `/session-close`

(This one IS a skill - listed for completeness.)

### List every skill you have installed as a clickable reference

From any chat:

> Render a live artifact listing every skill I have installed, what each does, and the slash command. I want to bookmark it.

Claude renders the artifact, you bookmark the URL.

---

## In Microsoft 365 (outside Cowork)

### Open a CLAUDE.md or MATTER-STATUS.txt file from SharePoint

Windows has no native Markdown viewer. Right-click the file in SharePoint or File Explorer -> Open With -> Notepad (or VS Code if installed). Both render the text fine; Notepad shows it as plain text.

### Confirm the M365 connector is live

Cowork -> Customize -> Connectors -> Microsoft 365. If the status reads "Connected", live SharePoint reads are active for your user. If it reads "Connect" or "Pending admin consent", forward Anthropic's setup link to whoever is your Microsoft Entra Global Administrator at the firm.

---

## In Claude Code (the local CLI, optional)

### Bulk operations on your local SharePoint folders

If you have OneDrive synced and Claude Code installed, you can do file-system operations across all matters at once:

> Add a "next deadline" line to MATTER-STATUS.txt in every matter folder where it's missing.

Faster than Cowork for cross-matter file edits.

---

## When something doesn't have a slash command yet

If you find yourself doing the same task more than 3 times in a week, that's a candidate for a new skill. Note it down (or reply to the latest email with the request) - we will package it for the next firm.zip / matter.zip update.

## Format of the request when you send it to me

> "I keep doing X by typing Y into Cowork. Can we make this a /skill?"

I will package it, test it in my own Cowork, push to the GitHub repo, and email you the new zip.
