Work, content and legal · 5 apps
AI assistants for law firm and legal software
Lawyers and staff ask the same questions all day: what is due on a matter, where the latest draft is, how much time is unbilled, which documents were filed this week. Connected to practice and document management software, an assistant answers them in seconds. Roles in mcpbizapps follow your matter access and ethical walls. Drafts and time entries appear for review before saving, and each lookup is tied to the person who made it.
Every app is available
Legal apps you can connect
Each app gets the same sign-in, roles, previews, approvals and audit log. We connect each one for your team in a guided pilot.
- Available
Clio
Cloud legal practice management software where law firms manage matters, contacts, calendars, time entries, billing and trust accounting.
See what it can do - Available
iManage Work
Document and email management system used by law firms and legal departments to keep matter files in secure workspaces.
See what it can do - Available
NetDocuments
Cloud document and email management service for law firms and legal teams, organizing matter files in cabinets and workspaces.
See what it can do - Available
Litera
Suite of law firm software covering document comparison, contract review, transaction management and firm experience data.
See what it can do - Available
MyCase
Legal practice management software for small and mid-size law firms, covering cases, calendars, client communication, billing and trust accounting.
See what it can do
Use cases
What teams use it for
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Matter status in one question
Partners and associates ask for upcoming deadlines, recent filings and open tasks on a matter, without opening several systems or asking a paralegal.
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Finding the right document version
Lawyers find the latest draft of an agreement in a workspace and get a summary of what changed from the version before.
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Billing and trust follow-up
Firm administrators see unbilled time, overdue bills and matters whose trust balance is below the retainer, so they can follow up early.
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Closing checklists and firm experience
Deal teams track open items on a closing checklist, and business development finds past matters that show relevant experience for a pitch.
Real questions
Questions people ask in Legal apps
A sample from the app pages. Each answer comes live from the app, for the people allowed to see it.
- “Which matters have more than $5,000 of unbilled time as of today?”
- “Which emails were filed to the Corbin v. Atlas workspace this week?”
- “Which emails were filed through ndMail to the Osei estate workspace this month?”
- “Which open items on the Dorset Capital checklist are assigned to opposing counsel?”
- “Which leads came in this week, and which have no consultation booked?”
Governance
What to control in Legal
Legal software holds privileged communications, client confidences and money held in trust. Three failures matter most: a screened lawyer seeing a matter behind an ethical wall, a document leaving the firm, and a mistake in a trust or billing record. Access in mcpbizapps follows your matter security and screens. Nothing moves money in or out of trust. Time entries and draft bills are shown before saving, billing changes go to an approver, and the firm can review who asked about which matter.
- Roles per tool
- View only switch
- Preview first
- Approval rules
- Audit log
Legal questions
Does the assistant respect ethical walls and matter security?
Yes. The connection uses a dedicated integration user, and roles in mcpbizapps can follow the matter access and screens your firm already keeps, so a screened lawyer cannot reach a matter through the assistant. Firm risk staff can see every lookup by person.
Is client information sent anywhere or kept by mcpbizapps?
Lookups read live data from your practice or document system when someone asks, and the data is not stored by mcpbizapps. Each firm decides which AI client its people use and which matters are in scope during the pilot.
Can the assistant move money in trust accounts?
No. Trust transfers, payments and refunds stay with your accounting staff. The assistant can report trust balances and point out matters below their retainer, and it can prepare time entries and draft bills for a lawyer to review.
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Bring your Legal apps into your AI assistant
In 30 minutes we show an assistant looking up and preparing work in your kind of app, with the approval and the audit trail. Bring the questions your team asks every week.