Connect your practice management system to Claude with audited MCP connectors

A legaltech team open-sourced Clio and MyCase MCP connectors with audit logs and role-based access for firms using Claude.

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What they did

In a thread on Claude for Legal, they describe building connectors where partners can write to client matters, paralegals cannot, and summer associates are read-only.

How it went

Open-sourced; they argue the access pattern matters more than the connector.

Worth knowing

Claude Desktop with MCP does not enforce roles for you; build it into the connector.

Builder recipe

Our own starting point, written from the source. Adapt it to your setup.

Stack

  • Claude
  • Clio or MyCase MCP
  • Audit logging

Steps

  1. Collect the documents.
  2. Have the agent extract and summarize.
  3. Have a qualified person review.
  4. Store the result securely.

Starter prompt

List my open matters with deadlines in the next 14 days and draft a status note for each. Do not write to any matter.

Tags

Agent Claude
Industry Legal

Read the original

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