Bring Case Management
to Claude Desktop

USE WHEN: - User wants to add a new client - User needs to create a new contact record - User asks to "add a new contact" or "create a client" PARAMETERS: - first_name (REQUIRED): Contact's first name - last_name (REQUIRED): Contact's last name - email (OPTIONAL): Contact's email address - phone (OPTIONAL): Contact's phone number - type (OPTIONAL): Contact type — "Client", "Opposing Party", "Witness", "Referral Source", etc. EXAMPLES: - "Add a new contact John Smith" → call with first_name="John", last_name="Smith" - "Create client Jane Doe, jane@example.com, 555-0123" → call with first_name="Jane", last_name="Doe", email="jane@example.com", phone="555-0123", type="Client" Create a new contact/client in PracticePanther

USE WHEN: - User wants to open a new legal matter - User needs to create a new case for a client - User asks to "create a new matter" or "open a case" PARAMETERS: - name (REQUIRED): Matter/case name - client_id (OPTIONAL): GUID of the contact/client this matter belongs to - status (OPTIONAL): Matter status (e.g. "Open", "Closed", "Pending") - description (OPTIONAL): Matter description - practice_area (OPTIONAL): Practice area for this matter EXAMPLES: - "Create a new matter called 'Smith Divorce'" → call with name="Smith Divorce" - "Open a new personal injury case for client John Smith" → call with name="Smith v. Johnson", client_id="client-guid" Create a new matter/case in PracticePanther

USE WHEN: - User wants to log time spent on a matter - User needs to record billable hours - User asks to "add time entry" or "log hours" PARAMETERS: - matter_id (REQUIRED): GUID of the matter this time entry belongs to - description (REQUIRED): Description of the work performed - duration_minutes (REQUIRED): Duration in minutes - billable (OPTIONAL): Whether this is billable — true (default) or false - rate (OPTIONAL): Hourly rate for this entry EXAMPLES: - "Log 2 hours of legal research for matter 123" → call with matter_id="123", description="Legal research", duration_minutes=120 - "Add 30 minute phone call with client" → call with matter_id="123", description="Phone call with client", duration_minutes=30 Create a new time entry for billing

Get detailed information for a specific bill/invoice

Get detailed information for a specific contact/client

Get detailed information for a specific matter/case

List activities in PracticePanther

List bills/invoices in PracticePanther

List calendar events in PracticePanther

USE WHEN: - User wants to see all their contacts and clients - User needs to find a contact by name or email - User is exploring their contact database - User asks "list my contacts" or "show all clients" PARAMETERS: - top (OPTIONAL): Number of results to return - skip (OPTIONAL): Number of results to skip for pagination - orderby (OPTIONAL): OData order expression (e.g. "LastName asc") - filter (OPTIONAL): OData filter expression (e.g. "Email ne null") EXAMPLES: - "List all my contacts" → call with no params - "Show my clients only" → call with filter="Type eq 'Client'" - "List contacts ordered by last name" → call with orderby="LastName asc" List all contacts/clients in PracticePanther

List custom fields defined in PracticePanther

List expenses in PracticePanther

Supports OData filtering, ordering, and pagination for flexible queries. USE WHEN: - User wants to see all their legal matters/cases - User needs to find matters by status, client, or practice area - User is exploring their law firm's caseload - User asks "what matters do I have" or "list my open cases" PARAMETERS: - top (OPTIONAL): Number of results to return (e.g. "10", "50", "100") - skip (OPTIONAL): Number of results to skip for pagination - orderby (OPTIONAL): OData order expression (e.g. "CreatedDate desc", "Name asc") - filter (OPTIONAL): OData filter expression (e.g. "Status eq 'Open'") EXAMPLES: - "List all my matters" → call with no params - "Show my open cases" → call with filter="Status eq 'Open'" - "List matters ordered by creation date" → call with orderby="CreatedDate desc" List all matters/cases in PracticePanther

List payments received in PracticePanther

List tasks in PracticePanther

Supports filtering by matter, user, and date range. USE WHEN: - User wants to see all logged time entries - User needs to review billable hours for a matter - User is preparing invoices or reviewing time reports - User asks "show my time entries" or "list billable hours" PARAMETERS: - top (OPTIONAL): Number of results to return - skip (OPTIONAL): Number of results to skip for pagination - orderby (OPTIONAL): OData order expression (e.g. "Date desc") - filter (OPTIONAL): OData filter expression (e.g. "Matter/Name eq 'Smith Divorce'") EXAMPLES: - "List all time entries" → call with no params - "Show time entries for this matter" → call with filter="MatterId eq 'matter-guid'" - "List time entries from newest to oldest" → call with orderby="Date desc" List time entries logged in PracticePanther

USE WHEN: - User wants to search for specific matters - User needs to find matters by name, client, or status - User asks to "find matters about X" or "search for open cases" PARAMETERS: - filter (REQUIRED): OData filter expression (e.g. "contains(Name, 'Smith')", "Status eq 'Open'") - top (OPTIONAL): Number of results to return - orderby (OPTIONAL): OData order expression EXAMPLES: - "Search for matters containing 'Smith'" → call with filter="contains(Name, 'Smith')" - "Find all open personal injury cases" → call with filter="Status eq 'Open' and PracticeArea eq 'Personal Injury'" Search matters/cases using OData filter

Update an existing matter/case in PracticePanther