LegalMate

Read-only MCP connector for law firms with 4+ attorneys: ask Claude, ChatGPT, or Copilot about calls, transcripts, and contacts in LegalMate. Firm-scoped, OAuth 2.1.

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HELP CENTER · LEGALMATE CONNECTOR

Ask Claude, ChatGPT or Copilot about your calls

The LegalMate connector lets your AI assistant search your firm’s call summaries, notes, transcripts and contacts, with a link back to LegalMate on every result. Read-only. Available today as a custom connector.

Connect in 2 minutes

How your data is handled

ClaudeChatGPTCopilot

Intake fee audit Share

What did our intake team tell new callers about fees this week?

Searched calls in LegalMate14 results

Across 14 inbound calls from new numbers this week, intake quoted the $350 consultation fee on 11. On two calls the fee was not mentioned, and on one the caller was told it is waived for referrals.

  • Tue 10:14, Priya Natarajan, consultation fee quoted
  • Wed 3:40, Marcus Brandt, fee not mentioned
  • Thu 9:02, referral caller, “waived”

Call 4812Call 4820Call 4833

Overview

Ask who called, what was said, what a caller was told about fees, or what you promised a client last week. The assistant answers from the call records, summaries, notes, transcripts and contacts already in your LegalMate account. The connector returns a link to the call or contact in LegalMate with every result so you can check the source.

The connector is read-only. It can look things up in LegalMate but cannot create, change or delete anything in LegalMate or in Clio. Coaching scores, sentiment, urgency and practice-area analysis stay inside the LegalMate app.

It works with calls that reach LegalMate from your connected phone system (RingCentral, Dialpad, Zoom Phone or Quo). The connector is available today as a custom connector in Claude, ChatGPT and Microsoft Copilot; firms on Microsoft 365 add it through Copilot Studio. Native directory listings are in progress; when each one is approved you can switch over with one click.

Before you connect

You need a LegalMate account with a phone system connected, so there are calls to search, and an account with the assistant you want to use. Custom connectors are available on paid Claude and ChatGPT plans, and in Copilot through Copilot Studio on Microsoft 365; check your plan’s current limits with that provider.

The connector is included with your LegalMate subscription. There is no separate charge.

Already on Clio? Sign in with Clio and your LegalMate account is created on the spot. We connect your firm’s phone system from there. Connecting RingCentral, Dialpad, Zoom Phone or Quo can be done in less than 2 minutes after your LegalMate account is verified.

READ THIS BEFORE YOU CONNECT

When you connect, the calls you ask about are sent to the AI assistant you chose. Call summaries, notes and transcripts leave LegalMate and are processed under your account with Anthropic, OpenAI or Microsoft, including their safety and abuse monitoring.

If your calls contain privileged or sensitive client information, review your provider’s data settings before connecting, prefer a business or enterprise plan, and consider whether client consent is needed. See Data handling and the Confidentiality FAQ.

Connect

Add LegalMate as a custom connector using this URL. Sign in with your LegalMate login, or choose Sign in with Clio if your firm is on Clio and does not have a LegalMate account yet.

CONNECTOR URL

https://app.legalmate.co/mcp

Copy, Claude, ChatGPT, Microsoft Copilot, 1

Open Claude, go to Customize, then Connectors.

2

Choose + Add, then Add custom connector, and paste the connector URL above.

3

Sign in with your LegalMate login or Sign in with Clio. Complete MFA if your firm uses it.

4

Approve the connection. In a new chat, check that LegalMate appears in the connectors menu and try a prompt from What you can ask.

On Claude Team and Enterprise, an organization owner adds it once under Organization settings, Connectors, Add, Custom, Web; members then enable it and sign in with their own LegalMate login. Connections last about 30 days. Reconnect by signing in and approving again. When LegalMate is listed in the Claude Connectors Directory you can connect from the directory and remove the custom connector.

What you can ask

The connector gives the assistant six read-only tools. You never call them yourself; the assistant picks the right one from your question.

TOOL

WHAT IT DOES

Call details

One call’s date and time, direction, duration, contact, matter, handler, call type, matter status, and LegalMate’s full summary and notes.

Call transcript

The full transcript of a call, returned in sections for long calls. Ask the assistant to continue.

Contact details

A contact’s details and their recent calls.

Your LegalMate account

Your name, firm, role and timezone, so the assistant knows whose calls it can see.

Dates like “yesterday” or “this week” use your own timezone as set in LegalMate. Prompts that work well start with a verb and name a person or a time window.

OWNERS AND MANAGING PARTNERS

Give me a summary of calls across the firm this week, by person.

Which existing clients called more than twice this week, and what about?

What did our intake team tell new callers about fees this week?

ATTORNEYS

Catch me up on my last two calls with Daniela Reyes before my 2pm.

What did I promise the client on yesterday’s call with Marcus Brandt?

Find the call where the holiday custody schedule came up.

INTAKE AND OFFICE MANAGERS

List this week’s inbound calls from new numbers and who handled each one.

Which callers asked about payment plans this month?

Who is (305) 555-0142 and who handled their calls this month?

PARALEGALS AND BILLING

Pull the transcript of Tuesday’s call with Laura Chen and list the dates mentioned.

List my calls with Grace Okafor last week and how long each one was.

Names and numbers are examples, not real contacts.

What it does not do yet

The connector does not match calls to matters, write notes or time entries to Clio, or pair with other tools on its own. Those are deliberate. Matter matching and Clio write-back live in the LegalMate platform, where there is an approval step and an audit trail. Asking the connector to log a call, add a note, create a task or change a matter will not work. If there is a connector you would like to use alongside LegalMate, tell us; we are collecting requests.

Data handling

What the connector reads

Call metadata (date and time, direction, duration, contact name, email and phone number, matter number and description, who handled the call, call type and matter status), the call summaries and notes LegalMate generated, call transcripts when you ask for one, and contact records.

Requests are scoped to your firm and your role. Team members see the calls they handled and the contacts tied to those calls or text threads. Firm owners and admins see the whole firm. Text message bodies are not returned.

What it does not do

It cannot create, change or delete anything in LegalMate or Clio. Every tool is read-only: your call, contact and Clio records are not modified. It does not return LegalMate’s AI analysis (coaching scores, sentiment, urgency or practice-area labels). LegalMate does not call a language model to answer connector requests; the reasoning happens in the assistant you connected.

Where the data goes

Results are sent to the assistant you connected (Anthropic’s Claude, OpenAI’s ChatGPT or Microsoft Copilot), under your own account with that provider. How that provider stores, monitors and uses conversation content is set by your agreement with them and your account settings.

What LegalMate stores

One record per connected assistant (its name and callback address). Access and refresh tokens stored as one-way SHA-256 hashes. Access tokens last one hour; refresh tokens rotate on every use; a connection lasts about 30 days from approval. One log line per tool call with the tool name and your user id, never the question or the results. LegalMate staff are notified when a new connection is approved.

Security

Sign-in uses OAuth 2.1 with PKCE, through your LegalMate login (or Clio sign-in) and MFA. Authorization codes are only ever sent to known assistant callbacks (claude.ai, chatgpt.com, Microsoft Copilot Studio) or to your own computer. The connector has one read-only permission scope; the assistant chooses which permitted tools to use.

For users who sign in with a LegalMate password, changing the password disconnects existing connections. Users who sign in with Clio or another single sign-on provider are disconnected by removing the connector, by LegalMate turning it off for the firm, or by deleting the user.

Call content comes from phone calls with third parties. The connector marks that content as information, not instructions, and the assistants are told to treat it that way.

Disconnecting

Disconnect the connector in Claude, ChatGPT or Copilot to stop access through that connection. LegalMate can turn the connector off for your whole firm, which ends every connection immediately. Deleting a user from LegalMate deletes their connector tokens. To turn the connector off for your firm, contact us.

Confidentiality FAQ

General information, not legal advice.

Does the AI provider train on my calls?

That depends on your plan and settings with Anthropic, OpenAI or Microsoft, not on LegalMate. Business and enterprise plans from these providers do not train on customer content by default; consumer plans have their own settings. Check your provider’s data controls before connecting and prefer a business plan for firm use.

Does the AI provider see my transcripts?

Yes, for the calls you ask about. When you ask for a transcript or a summary, that content is sent to the assistant and processed under your account with the provider, including their safety and abuse monitoring. That is why we recommend business plans and reviewing data settings first.

Does LegalMate send call data anywhere else?

No. Results go only to the assistant you connected, under your account with that provider. LegalMate does not call a language model of its own to answer connector requests.

Can a colleague see my calls through the connector?

Only if their LegalMate role already allows it. Team members see the calls they handled; firm owners and admins see the whole firm. The connector cannot widen anyone’s access.

How does this fit our duty of confidentiality and ABA Formal Opinion 512?

Opinion 512 asks lawyers to understand how a generative AI tool handles client information and to pick settings accordingly. This page gives you the LegalMate half of that picture. The other half is your agreement and settings with the assistant provider. Review both, and consider whether client consent is needed for your use.

Can I limit what the connector can reach?

Access follows your LegalMate role. If a user should see fewer calls, change their role in LegalMate. If the firm should not use the connector at all, ask LegalMate to turn it off.

Troubleshooting

Disconnected or expired

Connections last about 30 days. Reconnect from your assistant’s connectors settings by signing in and approving again.

No LegalMate account

If your firm is on Clio, choose Sign in with Clio when LegalMate asks you to log in and your account is created. Connect your phone system once the account is verified; until then there is nothing to search.

No results for a call I know happened

Check that the phone system is connected to LegalMate and the call appears in the app. The connector can only see what LegalMate has.

Fewer calls than expected

Team members see only the calls they handled. Firm-wide questions need an owner or admin account.

Only 10 (or 100) results

Searches come back a page at a time. Ask the assistant to continue, or narrow the date range, the handler or the phrase.

Transcript cut off

Long transcripts come in sections. Ask the assistant to continue.

Dates look off by a day

Dates use your LegalMate timezone. Check it under your account settings.

Stopped working after a password change

By design. Reconnect from your assistant.

Asked it to add a note, nothing happened

The connector is read-only. Make changes in LegalMate.

ChatGPT warns about an unverified app

Shown for every app added in developer mode until it is listed. LegalMate’s listing is in progress.

Support

Email support@legalmate.co with the assistant you are using, your firm name and what you asked. Please do not paste call transcripts into support emails.

See also the privacy policy and terms of service.

Book a setup call

Connect now

Changelog

October 2026

Available as a custom connector for Claude, ChatGPT and Microsoft Copilot Studio, open to every LegalMate firm. Contact search and contact details added, local-time dates, paged results. Directory listings submitted.

September 2026

Connector launched with read-only call search, call details, call transcript and account tools, OAuth 2.1 with PKCE, 30-day connections.

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