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Lawmatics

Lawmatics

MCP server · Practice Management · lawmatics.com · 40 categories · 177 tools

Lawmatics is a legal CRM, client intake, and marketing automation platform for law firms. This integration exposes contacts, companies, matters, billing (invoices, transactions, expenses, time entries), tasks, documents, events, and marketing data as governed MCP tools, scoped per member by access level.

Create Folder (lawmatics_create-folder)

Create a folder in Lawmatics for a matter or contact, optionally nested under an existing parent folder. Returns a `relationships` envelope of {id,type} pointers to the owning record (matter or contact), the parent folder, and the child folders and files it contains. Folder names must be unique within their parent folder — a duplicate name is rejected by the API. Slashes (/) in the name are replaced with colons (:).

Tool Input

namestringrequired— Folder name. Must be unique within the parent folder; Lawmatics replaces any slashes (/) in the name with colons (:)
matterIdstring— ID of the matter to create this folder under
contactIdstring— ID of the contact to create this folder under
parentFolderIdstring— ID of an existing folder to nest the new folder under; omit to create at the top level

Tool Output

idstringrequired— Unique ID of the folder
namestringrequired— Folder name as stored (Lawmatics replaces slashes with colons)
createdAtstringnullrequired— When the folder was created, as an ISO 8601 timestamp; null if unknown
updatedAtstringnullrequired— When the folder was last updated, as an ISO 8601 timestamp; null if unknown
relationshipsobjectrequired— JSON:API relationship pointers to related records as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own get/find tool (e.g. type 'prospect' -> get-matter, type 'contact' -> get-contact, type 'file' -> get-file, type 'folder' -> get-folder).
documentableobjectnullrequired— Owning record pointer — the matter/prospect or contact this folder belongs to; null when unset
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
parentFolderobjectnullrequired— Parent folder pointer when this folder is nested; null when it is at the top level
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
filesarrayrequired— File pointers contained in this folder; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
foldersarrayrequired— Child folder pointers; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool