AI assistants for LawOffice.AI

Overview

LawOffice.AI publishes an MCP server (Model Context Protocol, the open standard AI assistants use to work with outside software) at https://api.lawoffice.ai/mcp. An assistant connected to it sees a set of tools: search cases, get a case, list tasks, list case events, add a case note, record time, and so on. When you ask the assistant something about your practice, it calls the tools it needs, reads the answers, and replies. It acts as you: it sees what you can see, and anything it creates is recorded under your name, exactly as if you had typed it in the app.

Each member connects individually, by signing in to LawOffice.AI from inside the assistant. Nothing is shared between members, and you can disconnect an assistant at any time from My Account › Integrations.

Prerequisites

• A LawOffice.AI member account.
• An assistant that supports custom MCP connectors. In Claude this is available on Pro, Max, Team and Enterprise plans (and one connector on Free). On Team and Enterprise an Owner may need to add the connector for the organization first.
• The connector reaches LawOffice.AI over the public internet, so there is nothing to install on your computer.

Connecting Claude

1. In Claude (web or desktop), open Customize › Connectors and click Add custom connector. On a Team or Enterprise plan an Owner does this under Organization settings › Connectors.
2. Enter the server URL https://api.lawoffice.ai/mcp. Leave the OAuth client setting on Use Claude's published identity; Register automatically also works. No key or secret is needed.
3. Click Connect. Claude opens LawOffice.AI. If you are not signed in, sign in first, including your two-step verification; you are brought back to the authorization page afterwards.
4. The authorization page names the assistant, the office and member it will act as, and what it may do (Read, and Write if the assistant asked for it). Click Allow.
5. You are returned to Claude. The connector shows as connected, and LawOffice.AI appears in the tools menu of a conversation, where you can turn it on or off per chat.

Claude keeps a renewable sign-in for up to 90 days of use; after that, or after you disconnect, it asks you to sign in again. Write actions (creating a case, a task, a note, a time entry) are shown to you for approval inside Claude before they run, unless you have allowed them for the connector.

Other assistants and API keys

Any MCP client that supports remote servers with OAuth sign-in, such as Claude Code, Cursor or ChatGPT, connects to the same URL the same way. In ChatGPT, add it under Settings › Connectors (developer mode, or a workspace administrator on Business and Enterprise plans) with the same URL and sign in when asked. Clients that cannot sign in, and scripts, can present an API key instead: an administrator makes one under Admin › Integrations, with the scopes it should have, and the client sends it as Authorization: Bearer loai_…. A key acts as the member it was made for, and its use is logged against the key. The same keys drive the REST API and Zapier, so one revocation covers every use.

What the assistant can do

Read (every connection)

• Who am I: the office, member and permissions of the connection.
• Cases: search by number, matter, client or status; get one case with its client, type, status and app link.
• Contacts: search by name, company, email or phone; get one contact.
• Tasks and deadlines: list by case, assignee, status and due date; get one.
• Case events: court dates, hearings, depositions and meetings, upcoming by default, or by case and date range.
• Case notes: a case's notes as text, pinned first.
• Time entries, invoices (with balances) and intakes.
• Recent activity: what happened lately in the office.
• Options: the office's members, case types, task types and service types, so the assistant can fill in the right values when it creates something.
• Search and fetch: a plain-text search across cases and contacts, and a full readable copy of one record, in the form ChatGPT's research features expect.

Write (only when you allowed it)

• Create a case for an existing client contact.
• Create a contact.
• Create a task or deadline on a case, and mark a task complete.
• Record a time entry on a case.
• Add a note to a case.

Creating runs through the same code as the app, so case numbering, defaults and your office's bots apply. The assistant cannot delete anything, change billing, send messages, or read documents and files through this connector.

Example prompts

• "What is on my calendar this week, and which of those cases have open tasks?"
• "Find the Ramirez matter and summarize the last five case notes."
• "Which invoices have a balance over $1,000 that were billed more than 30 days ago?"
• "Add a note to GEN-1042 that the client confirmed the hearing date by phone today."
• "Record 0.3 hours on the Ramirez matter for a call with opposing counsel about the deposition schedule."
• "Create a task on the Chen immigration case: file the I-130 supporting evidence, due next Friday, assigned to Maria."

Permissions and data

When you sign in from an assistant, LawOffice.AI asks you to allow up to two permissions:

• Read: look up cases, contacts, tasks, case events, time, invoices and intakes you can see.
• Write: create cases, contacts, tasks, time entries and case notes as you.

The assistant never receives your LawOffice.AI password. Sign-in uses OAuth 2.1 with PKCE; the assistant holds a short-lived access token and a renewable one, both revocable by you. Every request made through the connection is logged against it, and the Connected assistants card on My Account › Integrations shows when it was last used.

What the assistant reads through the connector is sent to the assistant's provider (for example Anthropic for Claude, or OpenAI for ChatGPT) and handled under your agreement with that provider, not under LawOffice.AI's agreements with its own AI processors. Before connecting an assistant to an office that holds protected health information or other sensitive client data, check that your plan with the provider meets your obligations. LawOffice.AI does not read the assistant's conversation, its memory or its files; it only answers the tool calls listed above. See the privacy policy and security overview.

Disconnecting

From LawOffice.AI (recommended)

1. Open My Account › Integrations.
2. In Connected assistants, click Disconnect next to the assistant, then confirm.

The assistant's tokens stop working immediately. Nothing it created is removed; those records stay in the case history under your name.

From the assistant

In Claude, open Customize › Connectors, find LawOffice.AI and choose Disconnect or Remove. Claude revokes its tokens with LawOffice.AI as it does so. An administrator who wants to cut off an API key revokes it under Admin › Integrations.

Troubleshooting

• "Couldn't register with LawOffice.AI's sign-in service." The assistant could not reach https://api.lawoffice.ai/.well-known/oauth-authorization-server. Check that your network or a browser extension is not blocking api.lawoffice.ai, then remove the connector and add it again.
• "This sign-in request has expired." The authorization page waits ten minutes. Go back to the assistant and connect again; it starts a fresh request.
• The assistant says it is not allowed to create something. Your connection has Read only. Disconnect it, connect again, and allow Write when asked. With an API key, an administrator adds the write scope to the key.
• The assistant cannot find a case or contact you know exists. It searches what you can see. Check your own access to the case in the app, and give the assistant the case number or the client's last name.
• Sign-in keeps being asked for. A renewable sign-in lasts 90 days from its last use; it also ends when the connection is disconnected on either side, or when the member account is deactivated.

Support

Email support@lawoffice.ai or schedule a call. Hours, response times and the system status page are listed on the support page.