LEAP Legal MCP. Track case history and manage contacts from chat.

LEAP Legal connects your AI agent straight into LEAP Software's API. You manage all your legal matters, contacts, and case docs using just natural language. Your agent handles the heavy lifting—you don't have to jump between dashboards to get what you need.

When you use this server, your agent can act across three major data areas: Cases (Matters), People/Organizations (Cards), and associated files. It takes complex requests and breaks them down into simple API calls so you get one clean answer every time. You'll find it helps you manage the whole lifecycle of a legal matter without breaking stride.

Managing Legal Matters (Cases)

Need to know what cases your firm is tracking? Your agent can pull an index of every active or archived case ID using list_matters. Once you have that ID, you can get the core administrative data and metadata for that specific legal matter with get_matter_details. You'll see status flags and key identifiers right off the bat.

To understand everything attached to a case, your agent runs deep searches. It pulls all correspondence—that means every document, email, and appointment linked to a given Matter ID via get_matter_correspondence. If you only care about the paper trail, it filters that down for you, listing just PDFs or contracts using get_matter_documents_only.

You can map out who's involved in any case. The agent uses get_matter_linked_cards to pull a list of every contact or organization already attached to an active matter ID. Before you even start a new file, the system lets you see what legal matter types exist for different jurisdictions, like US, UK, or AU, using list_legal_matter_types.

This tells you exactly what schema you're working with.

Handling Client Records (Cards)

The card tools let you manage every person and organization in your database. If you need to start tracking a new client, the agent creates a brand-new contact record—a 'card'—using create_new_card. Need to fix an address or update someone’s job title? You use update_existing_card to modify details for any card that already exists.

If you just wanna check what we know about one client, the agent retrieves all specific info using get_card_details based on a single card ID.

You don't have to guess if someone is in your system. You can see an index of every contact card—people or organizations—with list_cards. These tools keep sure that when you do work on a case, the people involved are up-to-date and correctly logged against that file.

The Workflow

The agent handles the whole process for you. If you ask it to find every document related to Smith vs. Jones, it doesn't just search; it runs get_matter_correspondence, knows how to filter out the emails and appointments, and only presents the clean list of documents back to you.

If you need to confirm who is tied to a matter ID and then check their specific contact details, your agent handles those two steps sequentially. It calls get_matter_linked_cards first, identifies the card IDs, and can then use those IDs to pull deep data with get_card_details. You're keeping everything in one conversation thread.