What employees do

There is almost nothing to do. Nothing installs. Proxara Connect is Claude, the way you already use it, now working from the firm's mail, calendar, Teams messages, files, and tasks.

One sign-in, ever

The first time you ask Claude for something held in the firm's systems, you sign in with your own Microsoft account. It is your firm's ordinary Microsoft sign-in, not a Proxara one, with your firm's usual rules, multi-factor included.

You are not asked to approve any permissions. Your administrator approved those once, for everyone. Proxara's request asks only which account you are using.

Then just ask

Connect prepares a brief for one meeting on your calendar, from an hour ago to two weeks ahead, drawing on the mail, chats, files, and tasks the firm already holds.

• "Prepare me for the ten o'clock with the Harper family."
• "What should I know before tomorrow's review with Northgate?"
• "Get me ready for Thursday's planning call."

If no single meeting matches what you described, Connect says so rather than guessing.

What you will see

Claude's own text works with stand-ins rather than client identities, so a name in its reply may read as a placeholder like [Person_0CE2473EA47B]. That is the protection working, not a glitch. The model is never shown who sent a message or who is on the invitation.

The real records are in the Proxara view inside the conversation. Open it, and each stand-in becomes the real name. A stand-in copied into another conversation resolves to nothing.

What it reaches for you

Every read is made with your own Microsoft credential and no other. There is no second, more powerful credential in the path, and Proxara cannot be pointed at anyone else's account. The only addresses it can call are your own mail, calendar, chats, files, and tasks.

When it asks you to sign in again

Your connection lasts thirty days and then has to be made again, whether or not you have used it. It also ends when you change your Microsoft password, or when your firm's sign-in policy requires it.

You will not have to work out what happened. You will see: Reconnect Proxara, then try again. Signing in again is the same single step as the first time.

The one thing it does not cover

Anything you type or paste straight into an AI tool is visible to that tool. Proxara governs only what arrives at the firm's own connector address, so a connector does not change that.

The sign-in you approved reads. Where your firm has also turned on drafting and task creation, Claude proposes the work rather than doing it, and anything your firm's rules hold for approval reaches you with the real client and the sources shown before it goes anywhere. What the model sees covers the stand-ins.