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What you'll accomplish

By the end of this guide, you'll have Claude set up as a persistent AI assistant that already knows your project's contract structure, key contacts, delivery method, and preferred document formats. Every time you need to draft an RFI, change order, or email, you start with an assistant that knows your project — not a blank chatbot.

What you'll need

  • Claude Pro subscription (claude.ai — $20/month)
  • Your project's key documents: contract scope summary, spec highlights, contact list
  • Time needed: 30-45 minutes for initial setup; immediate savings every day after
  • Cost: $20/month

How-To Guide: Set Up a Persistent AI Assistant for Your Construction Project

Step 1: Sign up for Claude Pro

  1. Go to claude.ai and click "Sign Up"
  2. Create an account with your email
  3. Click "Upgrade to Pro" in the top-right corner
  4. Complete payment ($20/month — cancel anytime)

What you should see: A dashboard with a "New Chat" button and a "Projects" option in the left sidebar. Troubleshooting: If you don't see "Projects," make sure you completed the Pro upgrade — Projects is a Pro-only feature.