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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.

List Matters (lawmatics_list-matters)

List matters (legal cases) from Lawmatics with optional pagination, filtering, and sorting. Rows carry case title, status, contact fields, and a `relationships` envelope of to-one {id,type} pointers (practice area, contact, company, attorneys, stage, source, ...); use get-matter for full details including to-many relationships.

Tool Input

pageinteger— Page number (1-based)(> 0)
filterobject— Optional single-field filter; one filter at a time
fieldstringrequired— Field to filter on. Most standard fields from the matter record work (e.g. status, case_title, first_name, estimated_value_cents); associations take an _id suffix (e.g. stage_id, practice_area_id)
operatorstring— Comparison operator. Omit to use the Lawmatics per-field default (= for ids/numbers/dates, ilike for strings). Use = for *_id fields. For like/ilike put % in the value where fuzzy matching should occur(enum: "=", "!=", "<", "<=", ">", ">=", "like", "ilike", "null", "not_null")
valuestringrequired— Value to compare against (ignored for null / not_null operators)
sortBystring— Column to sort by. id, created_at, and updated_at always work; most standard matter fields also work (e.g. actual_value_cents)
sortOrderstring— Sort direction; ascending or descending(enum: "asc", "desc")

Tool Output

mattersarrayrequired— Matters on this page of results. Rows carry case identity, status, contact fields, and to-one relationship pointers; use get-matter for the full record
[]object
idstringrequired— Lawmatics matter ID
caseTitlestringnullrequired— Title of the matter/case; null if unset
statusstringrequired— Matter pipeline status (e.g. pnc, hired, lost)
subStatusstringnullrequired— Name of the matter's sub-status; null if unset
firstNamestringnullrequired— First name of the matter's primary contact; null if unset
lastNamestringnullrequired— Last name of the matter's primary contact; null if unset
emailstringnullrequired— Primary email address of the matter's contact; null if unset
phonestringnullrequired— Primary phone number of the matter's contact; null if unset
createdAtstringrequired— When the matter was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the matter was last updated, as an ISO 8601 timestamp
relationshipsobjectrequired— To-one JSON:API relationship pointers as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own tool. List rows carry to-one pointers only; use get-matter for the full envelope incl. to-many (tasks, notes, files, ...).
11 fields
sourceobjectnullrequired— Lead source pointer; null when unset
2 fields
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
stageobjectnullrequired— Pipeline stage pointer; null when unset
2 fields
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
campaignobjectnullrequired— Marketing campaign pointer; null when unset
2 fields
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
practiceAreaobjectnullrequired— Practice area pointer; null when unset
2 fields
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
salespersonobjectnullrequired— Salesperson (user) pointer; null when unset
2 fields
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
leadAttorneyobjectnullrequired— Lead attorney (user) pointer; null when unset
2 fields
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
originatingAttorneyobjectnullrequired— Originating attorney (user) pointer; null when unset
2 fields
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
ownedByobjectnullrequired— Owning user pointer; null when unset
2 fields
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
createdByobjectnullrequired— Creating user pointer; null when unset
2 fields
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
contactobjectnullrequired— Primary contact pointer; null when unset
2 fields
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
companyobjectnullrequired— Linked company pointer; null when unset
2 fields
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
paginationobjectrequired— Pagination metadata derived from the API `meta` envelope
totalPagesnumberrequired— Total number of pages available
limitPerPagenumberrequired— Maximum matters returned per page
totalEntriesnumberrequired— Total number of matters across all pages

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