MCP Server

What you can do

Operational tools

Create matters, check on their progress and update things like meeting date and matter stage.

• Create a new matter and invite 1 or 2 clients to the questionnaire.
• Pull a list of open matters (by matter name) and filter by meeting date and submitted state.
• Get matter completeness stats (how many assets, files, contacts did the client add, is it submitted?)
• Update the name, meeting date, toggle a matter back to unsubmitted, and change the matter stage.

Client data access

Turn on client data access for the MCP server to use the information for analysis and agentic drafting.

• The contacts under the matter
• Financials
• Role assignments
• Questions and answers from the questionnaire
• Meeting template questions and answers

How to set this up