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[ SERVICES ]

Compliance-first AI for law firms

We build AI into law firms: practice management integrations (Clio, MyCase, PracticePanther), document automation, intake, and research. Privilege-safe, ABA 512 audit-logged. We open-sourced our Clio and MyCase connectors so you can read our code before you call us.

Book a call Read the connector code

30 min with a co-founder. No sales pitch.

ABA 512

audit logging

2

open-source connectors

4–6 wk

weeks to ship

[ WHAT WE BUILD ]

AI that connects to your firm

Not another chatbot. Real integrations that plug Claude into the tools you already use.

Practice Management Integrations

Direct API integrations, custom apps, and data syncs for Clio, MyCase, and PracticePanther — plus MCP connectors when you want Claude talking to your case data. Data stays on your infrastructure.

Document Automation

AI-powered contract drafting, pleading templates, engagement letters, and clause libraries. Claude generates drafts from your templates. Attorneys review and approve.

Intake Automation

Intelligent client intake that routes, categorizes, and pre-populates case records. Reduces intake time from hours to minutes. Integrates with your existing CRM.

Legal Research

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.

Custom AI Agents & Workflows

Agents that run multi-step firm workflows: conflict checks, intake routing, deadline triage, billing summaries. Every action gated behind attorney approval. Built with n8n orchestration or fully custom.

Private / On-Prem AI

Custom deployments where the model runs on your own infrastructure and nothing leaves the firm. Works with any LLM, not just Claude. For firms whose confidentiality requirements rule out third-party AI processors. Read the Privilege Stack guide.

[ OPEN SOURCE PROOF ]

Most agencies show you a deck. We show you code.

We open-sourced our Clio and MyCase MCP connectors. Install them, inspect the code, read the audit log. The same privilege-safe architecture is the foundation of every AI build we ship for law firms.

Clio + MyCase

Two MCP connectors covering the case management systems most US firms run on

Read operations plus scoped write on tasks, notes, calendar, and documents. The most complete open-source coverage shipped to date.

ABA 512

Audit logging baked in

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.

5 min install

Clio or MyCase credentials, one OAuth flow

No compiling. No infrastructure. One install command, one OAuth flow in your browser, and Claude can read your case management system.

Clio MCP on GitHub MyCase MCP on GitHub Read the architecture guide

Installed a connector and want it deployed properly? See Guided Setup →

[ THE PROBLEM ]

Why 95% of law firm AI pilots fail

Most firms buy tools without implementation support. Here's what actually goes wrong.

01

Privilege Exposure

Consumer AI destroys privilege

  • →A 2026 federal ruling: public AI input is not privileged
  • →Default Claude and ChatGPT offer no confidentiality guarantee
  • →Client data may contribute to model training
  • →41% of attorneys cite data privacy as primary AI concern

02

Integration Gap

AI doesn't connect to your systems

  • →37% of firms report AI integration challenges
  • →No out-of-the-box connection to Clio, MyCase, or iManage
  • →Manual copy-paste between AI and case management
  • →Duplicate data entry, version confusion, missed updates

03

No Implementation

Tools without a plan

  • →95% of AI pilots fail to deliver measurable impact
  • →One training session doesn't drive adoption
  • →8-12 weeks of embedded support is what works
  • →Most vendors provide zero post-sale implementation

[ PROCESS ]

How It Works

Three phases. Build, integrate, support. No guessing.

WEEK 1

Workflow Audit

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.

WEEKS 2–5

Build Phase

MCP servers, document templates, intake automations, and compliance architecture. Weekly demos. Direct Slack access. Every integration tested with your real data before going live.

8 WEEKS

Embedded Support

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.

[ WHAT WE'VE SHIPPED ]

Built for legal. Built for compliance.

100ms

Legal Document Search Platform

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 →

8 weeks

DEA Compliance Platform

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 →

12 weeks

Healthcare AI Learning Platform

OpenAI-powered clinical education with HIPAA audit trails on every AI interaction. Quiz generation, document chat, gamification. Passed compliance review.

See Healthcare industry →

[ INTEGRATIONS ]

We integrate with what you already use

No migration. No disruption. AI layers on top of your existing stack.

Clio

Practice Management → API + MCP

MyCase

Case Management → API + MCP

PracticePanther

Legal Software

Claude

Anthropic AI

n8n

Workflow Automation

iManage

Document Management

NetDocuments

Document Management

[ COMPLIANCE ]

ABA Opinion 512 compliant

Every integration we build satisfies the ABA's AI ethics requirements. Not as an afterthought.

Verification Layer

AI-generated content requires attorney review before any client-facing use. No automated outputs bypass human judgment.

Audit Trails

Every AI interaction logged: prompt, response, source documents, model version, timestamps, and reviewer identity. Append-only. Court-defensible.

Privilege Protection

Enterprise-tier AI only. Training disabled. Data stays on your infrastructure via MCP. No client information leaves your control.

[ FREE TOOL ]

Not sure where your firm stands on AI risk?

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.

[ FAQ ]

Common questions about legal AI integration

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 direct API integrations with Clio, MyCase, and PracticePanther — custom apps, data syncs, and workflow automations — plus MCP servers that connect Claude to those systems and to document management platforms. We also work with n8n for workflow orchestration and build custom RAG pipelines for legal document search.
Yes. Most of the integration work we ship is direct API work: custom Clio and MyCase integrations, Clio App Directory apps, data syncs between your practice management system and other tools, and webhook-driven automations. MCP connectors are one delivery format — useful when you want Claude talking to your case data — but the underlying service is integration engineering for law firms.
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.
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.
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.
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. Your data is never used for model training, and with Zero Data Retention enabled it is not stored after the request completes.

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[ GET STARTED ]

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30 minutes with a co-founder. We'll map your highest-impact automation opportunities and tell you honestly what's worth building.

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