Claude, working inside
practice management

Firms handling privileged and PHI data won't wire an AI tool into their practice management system on trust alone. MIT-licensed, public source means your IT lead can read exactly what each connector does — every API call, every scope, every line of the audit log — before anyone approves it. That's the differentiator, not a marketing line.

Whichever system holds your matters today — Clio, MyCase, or Filevine each have a dedicated connector and setup page. If you're a healthcare intake team, the IntakeQ connector is scoped to client and appointment data specifically. Most firms deploy one connector first and add a second later rather than both at once.

No. Every connector runs locally on your machine, talks directly to the practice-management API using OAuth credentials issued to your firm, and hands results to Claude inside your local session. Nothing routes through Oktopeak servers, and nothing is used to train external models.

Yes — append-only, local, mapped to ABA Opinion 512 obligations for the legal connectors. Every tool call is logged with timestamp, tool name, arguments, and result, whether that's Clio, MyCase, or Filevine.