Limitations

Agent access is in private beta, and these pages are subject to change without notice.

Trust accounts and settlements are not reachable through the API or the MCP server, so no assistant can read or change them.
Invoices, account balances and billing codes are read-only. See Capabilities.
Report emails go only to LeanLaw users at your firm, never to clients or anyone outside it, and are capped at 200 recipients per firm and 10 emails per person a day.
Supported assistants are Claude and Microsoft Copilot. We set Copilot up with you — see Copilot.
Your own app needs us to register it before it can connect — see Building your own integration.

Last modified on October 30, 2026

Agent access is in private beta, and these pages are subject to change without notice.

Trust accounts and settlements are not reachable through the API or the MCP server, so no assistant can read or change them.
Invoices, account balances and billing codes are read-only. See Capabilities.
Report emails go only to LeanLaw users at your firm, never to clients or anyone outside it, and are capped at 200 recipients per firm and 10 emails per person a day.
Supported assistants are Claude and Microsoft Copilot. We set Copilot up with you — see Copilot.
Your own app needs us to register it before it can connect — see Building your own integration.

Last modified on October 30, 2026