Claire's Paperwork Agent: the free kit

what it does, and what it won't

A lead AI agent and seven specialists, for the work around your notices and letters. They read first and draft second. You check, decide and send.

It all runs inside your own Claude. No website, hosting or code to set up. The full system, at the end, is your own setup around the kit, in the order to set it up.

Every legal point should name the Act, the section, clause or regulation, and the date. If it doesn't, ask before you rely on it. Tenancy law differs by state, and the kit checks your own state's law. PropertyMe itself says to check key figures before you act on them, and to ask for the records behind any answer. This kit is not legal advice.

what you need

Eight things, and you probably have most of them. Airtable is only for agencies whose lists live there.

install it

Do this once, ticking each step off. On a Team or Enterprise plan, your owner may need to switch some of this on first, and the menus can look different; the message for them is after the steps.

That's all you need, on claude.ai or the Claude desktop app, with no coding: in chat, Claude does each of the seven specialists' jobs itself, one after another (they may show greyed out in chat; that's expected). In Claude Code, Claude's app for developers, the kit is built to run them as their own agents; you don't need it. Menus move: if yours look different, search Claude's help for plugins, projects, connectors, code execution or web search. On a Team or Enterprise plan, if a setting or connector above is missing, send your Claude admin this message: "Hi, I'd like to add Claire's Paperwork Agent, a free plugin for the work around our tenancy paperwork (difficult emails, the property log, condition report comparisons and reports), to my Claude. It comes as a ZIP file. Can you please allow plugins, switch on Code execution and file creation and web search, and add our CRM's connector (AiMe Connect for PropertyMe; if it isn't listed, add it as a custom connector with the address PropertyMe gives us), Microsoft 365 or Google, whichever we use, and Airtable if we use it, so I can connect my own account? Thanks."

your first message

Copy it and send it in a new chat inside your Project, on the Claude website or the desktop app. One job, one chat. Swap the first line (highlighted) for each job and keep every other line. For a reply: "Help me reply to the tenant's email below, for [address], [suburb] [state].", then paste the email under the last line. For a side by side: "Compare the entry condition report with the exit report, side by side, for [address], [suburb] [state]." For a report: "Show me the leases coming up for renewal in the next 60 days, across my properties." To log it: "Log this: [one line on what you did], for [address], [suburb] [state]." Giving it figures? Say where each came from. Not on PropertyMe? Write your CRM's name instead.

Use Claire's Paperwork Agent.
Check PropertyMe, the property's folder, its log and my inbox first, as the job needs.
Mark anything you can't confirm as [MISSING], and name the Act, the section or clause, and the date for any legal point.
Drafts only. I'll check it and send it myself, and I'll say OK before anything goes in the log.

the four rules it runs on

1. It reads first. It's built to read the history first: the property in PropertyMe, its folder and its log, and the email thread in your inbox. Anything it can't confirm is marked [MISSING]: find that fact, never ask it to make one up.
2. Claude drafts, you decide. Keep it to drafts only, and send it yourself, from your own email. When it asks permission, read what it's about to do, then click Allow once, never Always allow. If it ever asks to send an email, don't let it. What's fair wear and tear, and what goes in a claim, is your call.
3. Every finished job goes in the log. You make the log once, in the property's top folder. Claude writes each entry with your name, plus one short line for your CRM note, for you to paste. Check your name and the facts, then say OK. Log entries are never edited or deleted: a mistake gets a correction entry. Before you close the chat on a finished job, make sure it's in the log.
4. Check what your connector can see. Ask for the leases coming up for renewal, the inspections booked, or the open jobs. For any other report, ask it, and check what your connector can see before you rely on it. Arrears, rent, ledgers and bonds come from you, with their source and date.

keep it safe

• A person decides and a person sends. Claude drafts, and the kit tells it never to send anything. That's an instruction, not a lock: your email connector may be able to send, so if it ever asks to send an email, don't let it. The right person at your agency approves under your own sign-off rules, and you send it yourself.
• Check your privacy policy first. Before PropertyMe or real tenancy details go into Claude, check your privacy policy. It should tell tenants and owners you use AI tools, and where their details may go.
• Work accounts only. What you paste and what Claude reads goes into your own Claude account, never to us. Use Claude on your work email, never a personal account.
• Where tenants' details go. Anthropic, the company that makes Claude, says in its privacy policy (anthropic.com/legal/privacy, effective 10 September 2026, read 17 October 2026) that personal data you put in a chat is collected, and that personal data is transferred to its servers in the US, or to other countries; its trust centre lists the other companies it goes to and where they are. Its privacy centre (How long do you store my data?, read 17 October 2026) says that on Pro and Max, a chat you delete leaves your history straight away and its storage within 30 days, though it may keep chats longer: where the law requires or to resolve disputes; up to 2 years if its safety systems flag a chat; up to 5 years, de-identified, if Help Improve our AI models was on; and 5 years for a chat you rated with thumbs up or down. So a tenant's details in a Claude chat may go overseas: check your own privacy policy says so before you put real records into Claude, by a connector or by pasting.
• Switch off model training first. It's the Switch off model training step in install it, before any client work: on Pro or Max, select your name, then Settings, then Privacy, and switch off Help Improve our AI models. Anthropic says Team and Enterprise chats aren't used for training by default.
• Switch off memory first. It's the Switch off memory step in install it: select your name, then Settings, then Memory, and switch off Generate memory from chats and Search and reference chats before you use it on tenancy files, so one tenant's details stay out of another tenant's email. On Team or Enterprise, your Claude admin decides whether memory is available.
• Never rate a client chat. No thumbs up or down, on any plan. Anthropic, the company that makes Claude, says that sends it the whole chat.
• Allow once, never Always allow. Read what it's about to do each time. Always allow stops it asking you. If it's not what you asked for, don't allow it.
• Read only, everywhere but the log. The kit never writes in PropertyMe or Airtable, and never saves, moves, renames or deletes a file. The only thing it adds is one new log entry, after you say OK.
• Nothing secret in a chat. No passwords, no card numbers, no ID photos. The kit never needs one.
• One job, one chat, with memory off. Another property means another chat, and with memory and chat search off, one tenant's details stay out of another tenant's email.
• Your figures, with their source. Arrears, rent owing, ledgers and bonds come from you, from your trust ledger, with the date. Claude never pulls or works them out.
• Your state's rules come first. Tenancy law differs by state and changes, and the kit checks your own state's law. Any law shown in our video is ACT law; rules differ in other states. When in doubt, ask your licensee or compliance person. This kit is not legal advice.