Free Checklist
Secure Claude for Teams Readiness Checklist
This free Secure Claude for Teams readiness checklist helps Orange County professional services, law, medical, and finance firms walk through identity, data classification, Project structure, Skills, Connectors, and the Team vs Enterprise decision before scaling seats or connecting work systems.
Use it as a pre-call worksheet, then book a Secure Claude Readiness Call with BRITECITY when you want configuration and training help.
Team vs Enterprise checklist items should be checked against Anthropic primary docs: Claude Team plan and Claude Enterprise plan. Feature lists change; re-verify before you buy seats.
1. Current AI use and personal accounts
- Inventory who already uses Claude, ChatGPT, Copilot, or other AI tools for work
- Identify personal accounts used for client or company data
- List high-value workflows worth governing first (not every possible use case)
2. Data classification
- Define what can enter Claude (and what must never enter)
- Map sensitivity for client files, PHI/PII, financials, and internal strategy
- Align with existing Microsoft sensitivity labels or a simple three-tier scheme
3. Identity: SSO, domain capture, org creation
- Confirm domain capture is enabled for company domains
- Plan SSO so work identity, not personal email, is the path in
- Restrict new organization creation under your domains
4. Project structure basics
- Name shared Projects by matter, client, or practice (not by individual)
- Assign ownership and access conventions before content piles up
- Decide what belongs in Project knowledge vs one-off chats
5. Skills and Connectors (high-risk surfaces)
- Review Skills as reusable workflows that need admin approval
- Enable only Connectors you need; prefer read-only where possible
- Prefer enterprise-managed authorization over personal account OAuth
6. Team vs Enterprise and ongoing governance
- Compare your risk profile to current Anthropic Team vs Enterprise controls (identity, audit, retention, roles)
- Define a lightweight governance cadence (who reviews Connectors and Skills)
- Plan hands-on training and one or two adoption metrics leadership will track
FAQ
Checklist questions
Is this checklist free?
Yes. Use it to qualify your environment before a Secure Claude Readiness Call with BRITECITY.
How do we decide Claude Team vs Enterprise?
Start with data sensitivity, identity needs, and whether Connectors will touch client systems. Anthropic documents Team and Enterprise separately; features change. On a readiness call we map your risk to the current Team vs Enterprise controls so you do not overbuy or under-control.
What should we do after the checklist?
Book a Secure Claude Readiness Call. BRITECITY helps Orange County firms configure the tenant, structure Projects, govern Skills and Connectors, and train teams without creating shadow AI risk.
Want help applying this?
BRITECITY configures Claude for Teams securely and trains Orange County teams to use it without creating new risk.