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.
Connect Claude to your practice management system. Automate document drafting, intake workflows, and legal research. Privilege-safe architecture that satisfies ABA Opinion 512.
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.
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.
Rescued a broken MVP. 100% automated Form 41 processing, biometric authentication, encrypted video witnessing, append-only audit trail. 65+ API endpoints. Passed DEA inspection.
OpenAI-powered clinical education with HIPAA audit trails on every AI interaction. Quiz generation, document chat, gamification. Passed compliance review.
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.
AI Integration Sprints start at $15,000 for a 4-6 week engagement connecting Claude to your practice management system. Full multi-workflow implementations run $25,000-$50,000 depending on the number of integrations and complexity. Every engagement includes 8 weeks of embedded support.
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.
Accepting 2 new integrations
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