1
of 5— Subscribe to Claude Pro
What you'll accomplish
By the end of this guide, you'll have a Claude Project that stores your process documents, email templates, state disclosure requirements, and institutional knowledge — and lets you query all of it in plain English. When a new scenario comes up, your knowledge base gives you an answer grounded in your own processes instead of generic AI output.
What you'll need
- Claude Pro subscription ($20/month at claude.ai)
- Time needed: 60 minutes to set up; 2-3 minutes per use after that
- Cost: $20/month (includes Projects and extended context)
- Your existing process documents (even rough notes or email templates work)
How-To Guide: Build a TC Knowledge Base with Claude Projects
Step 1: Subscribe to Claude Pro
Go to claude.ai. If you have a free account, click "Upgrade" in the left sidebar. Choose the Pro plan ($20/month). Complete checkout.
What you should see: A "Pro" badge in your account, and a "Projects" option appears in the left sidebar.