Full read-write Claude connector for Lawmatics
Make Claude run client intake and matters in Lawmatics
Claude works your intake pipeline in Lawmatics: answering matter questions, creating prospects from leads, and assigning follow-up tasks. Every new record and every change is held for your approval before it lands.
Lawmatics is client intake and CRM software for law firms, covering prospects, matters, contacts, tasks, events, notes, and documents from first enquiry through hired. Teams want Claude to answer pipeline questions, create prospects from leads, keep matters moving, and handle intake follow-up without clicking through the CRM.
What is a Lawmatics MCP server?
A Lawmatics MCP server is a small hosted service that exposes Lawmatics's data and actions to Claude over the Model Context Protocol, so Claude can operate industry-specific platforms inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can Lawmatics's current connector do today?
Today, Lawmatics does not ship a first-party Claude or MCP connector, so reaching it from Claude means a custom integration against the Lawmatics API, and hand-wired access tends to stay read-leaning. A purpose-built Lawmatics connector adds scoped write actions like creating prospects and tasks, with separated tools and approval on every change to intake data.
What does full read-write Lawmatics access unlock?
Full read-write means Claude can pull a matter with its contact, stage, and custom fields, create new prospects from inbound leads, update matters as intake progresses, and assign follow-up tasks. Pipeline questions get instant answers, and every write to a matter or contact waits for approval.
- Look up a matter with its contact, pipeline stage, and custom field values
- Summarize the intake pipeline and flag prospects with no recent activity
- Create a new prospect and contact from an inbound lead, after you approve
- Update a matter's details or custom fields as intake progresses, after you approve
- Create follow-up tasks assigned to staff, after you approve
- Add a note to a matter or contact for your review
Can Claude check my intake pipeline in Lawmatics?
Yes, Claude can read matters, contacts, pipeline stages, and custom fields through the Lawmatics API and turn them into answers: which prospects are stalled, what came in this week, and which matters have no recent activity. These are read-only tools, so pipeline reviews run instantly with nothing at risk.
Can Claude create a prospect in Lawmatics from a lead?
Yes, Claude can create contacts and matters through the API, so a forwarded email or call summary becomes a staged prospect with practice area and custom fields already filled in. You review the staged record in the conversation and approve it before it enters your pipeline, so nothing appears in Lawmatics unreviewed.
Can Claude manage follow-up tasks in Lawmatics?
Yes, Claude can create tasks assigned to staff and add notes to matters and contacts, both supported by the Lawmatics API. Task creation is approval-gated: Claude drafts the task, assignee, and due date from the matter's context, you confirm, and it lands in Lawmatics ready to work. Notes are drafted for your review the same way.
How a Lawmatics connector works
We build a small MCP server that connects to the Lawmatics API through its standard OAuth 2.0 flow, using a Developer App registered on your own account, so access is granted and revocable by your firm and never exceeds your account's permissions. Read tools like matter and pipeline lookups are separated from write tools like creating prospects and tasks. Every change to intake data is gated behind approval in the conversation. Connect it once and your whole intake team can use it.
Frequently asked questions
Does Lawmatics have a Claude or MCP connector?
Can Claude create new prospects in Lawmatics?
Is client intake data safe if we connect Claude to Lawmatics?
Using Claude Code?
The same connector works in the terminal: connect Lawmatics to Claude Code.
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