Option A: Claude: drafts the report, index and checklist in one chat
Best when: One conversation carries the whole pack
What it does: Claude drafts each pass; you recheck every field
Strong at: Up to 20 files per chat; analyses PDFs to 100 pages
Limit: No per-value citation anchors; recheck each row yourself
Free plan: Yes, limited (usage capped in 5-hour and weekly windows)
Option B: Gemini Notebook: cited facts, you assemble the report
Best when: Each value should trace to a record you loaded
What it does: Gemini Notebook cites sources; you assemble the report
Strong at: Answers use only your loaded sources, with quotes
Limit: Paywalled pages not supported as sources
Free plan: Yes, limited (notebook and source caps per tier)
Option C: Craft: fills a document section by section
Best when: The exportable document should be the working artefact
What it does: Craft fills sections; you paste, check and decide
Strong at: Document, tasks and AI writing in one place
Limit: In-document drafting not stated; AI and sharing need internet
Free plan: Yes, limited (1,500 blocks total, lifetime cap)