MCP Servers
Custom Model Context Protocol servers that connect Claude directly to Clio, MyCase, PracticePanther, and your document management system. Data stays on your infrastructure.
We built the only open-source ABA 512-compliant Clio and MyCase MCP connectors. Read the code. Then talk to us.
30 min with a co-founder. No sales pitch.
Not another chatbot. Real integrations that plug Claude into the tools you already use.
Custom Model Context Protocol servers that connect Claude directly to Clio, MyCase, PracticePanther, and your document management system. Data stays on your infrastructure.
AI-powered contract drafting, pleading templates, engagement letters, and clause libraries. Claude generates drafts from your templates. Attorneys review and approve.
Intelligent client intake that routes, categorizes, and pre-populates case records. Reduces intake time from hours to minutes. Integrates with your existing CRM.
RAG pipelines that search your firm's document library. AI-powered memo generation and case research with source citations. Every answer traceable to a document you own. See our Elasticsearch service for sub-100ms search on 1M+ documents.
Don't take our word for it. Install the connector ourselves, inspect the code, read the audit log. This is the architecture we use as the foundation of every law firm AI integration we ship.
Read operations plus scoped write on tasks, notes, calendar, and documents. The most complete open-source coverage shipped to date.
Every Claude interaction writes an append-only entry. Satisfies ABA Opinion 512 logging requirements out of the box. Tokens encrypted at rest with AES-256-GCM.
No compiling. No infrastructure. One install command, one OAuth flow in your browser, and Claude can read your case management system.
The open-source connector handles about 20% of what most firms want from Claude + Clio. Document automation templates, intake workflows, custom AI agents, and full compliance architecture built around it — that's what the paid service covers.
If you installed the open-source connector and want it deployed properly — scoped credentials, audit log wired into your stack, one custom workflow, training for your IT lead and one champion attorney — we offer a focused setup engagement. Scope and pricing are tailored to your firm.
Most firms buy tools without implementation support. Here's what actually goes wrong.
Consumer AI destroys privilege
AI doesn't connect to your systems
Tools without a plan
Three phases. Build, integrate, support. No guessing.
We map your current workflows, identify the 3-5 highest-impact automation opportunities, and design the integration architecture. You get a prioritized roadmap before we write any code.
MCP servers, document templates, intake automations, and compliance architecture. Weekly demos. Direct Slack access. Every integration tested with your real data before going live.
This is why our integrations stick. We stay embedded in your firm: weekly office hours, workflow refinement, new template development. 95% of AI pilots fail without this phase.
Elasticsearch on 1M+ legal documents. Sub-100ms queries with legal terminology handling, fuzzy matching, and autocomplete. Recovered $220K+/year in attorney search time.
See the Elasticsearch service →Rescued a broken MVP. 100% automated Form 41 processing, biometric authentication, encrypted video witnessing, append-only audit trail. 65+ API endpoints. Passed DEA inspection.
See the Software Rescue service →OpenAI-powered clinical education with HIPAA audit trails on every AI interaction. Quiz generation, document chat, gamification. Passed compliance review.
See Healthcare industry →No migration. No disruption. AI layers on top of your existing stack.
Every integration we build satisfies the ABA's AI ethics requirements. Not as an afterthought.
AI-generated content requires attorney review before any client-facing use. No automated outputs bypass human judgment.
Every AI interaction logged: prompt, response, source documents, model version, timestamps, and reviewer identity. Append-only. Court-defensible.
Enterprise-tier AI only. Training disabled. Data stays on your infrastructure via MCP. No client information leaves your control.
15 questions. 4 risk dimensions: data lock-in, document search gaps, AI exposure, cost bleed. You get a consultant-grade PDF with dollar-value gap estimates and specific next steps.
Take the free assessment →Takes 3 minutes. No account needed. PDF downloads instantly.
Scope and pricing are tailored to each firm. The variables that drive the number are the number of workflows you want automated, the systems we need to integrate (Clio, MyCase, DMS, e-signature, billing, intake), and the depth of compliance architecture required.
We provide a fixed-price proposal within five business days of the discovery call. Book a 30-minute call to walk through what your firm actually needs.
We build custom integrations with Claude (Anthropic), including MCP servers that connect directly to Clio, MyCase, PracticePanther, and document management systems. We also work with n8n for workflow orchestration and build custom RAG pipelines for legal document search.
Consumer Claude is not safe for privileged information. A 2026 federal court ruling found that information entered into public AI platforms is not protected by attorney-client privilege. We build on Claude Enterprise with training disabled, deploy MCP servers on your infrastructure, and implement audit trails that satisfy ABA Opinion 512 requirements.
4-6 weeks for the build phase, plus 8 weeks of embedded support. The support phase is critical because 95% of AI pilots fail without structured implementation support. We stay embedded in your firm during rollout to ensure adoption.
MCP (Model Context Protocol) is Anthropic's standard for connecting Claude to external tools and data sources. Instead of copying case data into Claude chat, MCP lets Claude read directly from your Clio or document management system while keeping data on your infrastructure. This preserves privilege and enables real workflow automation.
No. We integrate with what you already use. Clio, MyCase, PracticePanther, iManage, NetDocuments. The AI layer connects to your existing tools through APIs and MCP servers. No migration, no disruption to your current workflows.
Every AI integration we build includes a verification layer. AI-generated content is flagged for attorney review before any client-facing use. Audit trails log every AI interaction, every source document referenced, and every human approval. This satisfies ABA Opinion 512 competence and verification requirements.
Yes. We open-sourced one at github.com/oktopeak/mycase-mcp. 18 tools covering cases, contacts, documents, tasks, calendar, calls, staff, time entries, and billing. ABA Opinion 512 audit logging. Install in 5 minutes with your MyCase Advanced credentials. Read the launch post. First and only open-source MyCase MCP connector as of May 2026.
The open-source connector handles about 20% of what most firms want from Claude + MyCase. Document automation templates, intake workflows, custom AI agents, hosted multi-user deployments, and full compliance architecture built around it — that's what this paid Legal AI Integration service covers. Scope and pricing are tailored to your firm.
Yes. One install command (npm install -g @oktopeak/mycase-mcp), one configuration block in Claude Desktop, then call the authenticate tool inside Claude. No compiling, no infrastructure setup. Done in 5 minutes. MyCase Advanced tier is required for Open API access — OAuth credentials are requested from MyCase support.
Data stays local. The connector fetches from MyCase's API directly to your MCP client. Every tool call is logged append-only at ~/.oktopeak-mycase/audit.log for ABA Opinion 512 compliance. OAuth tokens are encrypted at rest with AES-256-GCM. Nothing leaves your infrastructure except the MyCase API calls themselves.
Accepting 1 new integration
30 minutes with a co-founder. We'll map your highest-impact automation opportunities and tell you honestly what's worth building.
Book a Strategy Call →Prefer email? office@oktopeak.com