Get started
Private beta. Access is enabled per firm, on request. Use the chat function in LeanLaw or email
[email protected]. These pages are for firms in the beta and are subject to change without notice.
LeanLaw has an MCP server at https://api.leanlaw.io/mcp. Connect an AI assistant to it and it can work with
your firm's clients, matters, time entries, expenses, fixed fees and invoices on your behalf.
The server exposes the same operations as the REST API, plus some higher-level ones that combine several API calls into a single action. Connect and the client will list what is available.
An agent can also use the REST API directly, without MCP — see OpenAPI.
Step 1 — Ask us to enable your firm
A firm administrator emails [email protected] with:
- Which firm — your LeanLaw account name.
- Which assistant — Claude, or Copilot.
We turn on agent access for your account and confirm. Nothing is connected at that point and no data has moved — it only puts the AI Agent Access page in your settings so an administrator can take it from there.
Step 2 — Enable the agent in settings
A firm administrator opens Settings → AI Agent Access, finds Claude in the list, and clicks Enable.
Enabling asks which permissions the agent may have — see Capabilities for what each one covers. What you pick here is the ceiling for the whole firm: nobody can grant their assistant more than this, though each person can grant less when they connect. For a read-only firm, leave every change permission off.
You can come back to this page at any time to change the permissions or to disable the agent. Changes take effect within seconds, including for assistants that are already connected.
Step 3 — Each person connects their own assistant
Once your firm is enabled, anyone at the firm connects for themselves. They sign in to LeanLaw, see exactly what is being requested, and approve it. Their connection carries their own access — an assistant cannot see anything the person could not see by signing in.
- Claude — Claude Desktop, Claude Cowork, claude.ai and Claude Code
- Copilot — Microsoft Copilot, which we set up with you
Use the URL exactly as written. A trailing slash is a different address and the connection will fail.