A few short questions, plain English, no jargon. Your answers become Claude's standing instructions.
Your contracting company name as it should appear in all client and subcontractor documents.
The state(s) where your contractor's license is held, e.g., "California" or "TX and OK". Claude references this when noting permit and code deferral.
The types of projects your company typically takes on. Claude uses this to calibrate document tone, scope detail, and client communication style.
The contract value range of most of your projects. Helps Claude calibrate formality and detail level across client and subcontractor documents.