Bring Practice Management
to VS Code Copilot

USE WHEN: - User wants to add a new client - User needs to create a new contact record - User asks to "add a new client" or "create a contact" PARAMETERS: - given_name (REQUIRED): Client's first name - family_name (REQUIRED): Client's last name - email (OPTIONAL): Client's email address - phone (OPTIONAL): Client's phone number - type (OPTIONAL): Contact type — "client" (default), "opposing_party", "witness", "other" EXAMPLES: - "Add a new client John Smith" → call with given_name="John", family_name="Smith" - "Create contact for opposing party Jane Doe, jane@example.com" → call with given_name="Jane", family_name="Doe", email="jane@example.com", type="opposing_party" Create a new contact/client in MyCase

USE WHEN: - User wants to open a new legal case - User needs to create a new matter for a client - User asks to "create a new case" or "open a matter" PARAMETERS: - title (REQUIRED): Matter/case title - client_id (REQUIRED): ID of the client this matter belongs to - status (OPTIONAL): Initial status — "open" (default), "closed", "archived", "on_hold" - practice_area (OPTIONAL): Practice area (e.g. "Family Law", "Criminal Defense") - description (OPTIONAL): Matter description/notes EXAMPLES: - "Create a new case for client 123 titled 'Smith Divorce'" → call with title="Smith Divorce", client_id="123" - "Open a new criminal defense matter for client 456" → call with title="State v. Johnson", client_id="456", practice_area="Criminal Defense" Create a new case/matter in MyCase

USE WHEN: - User wants to log time spent on a case - User needs to record billable hours - User asks to "add time entry" or "log hours" PARAMETERS: - matter_id (REQUIRED): Matter/case ID 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 research for case 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

Useful for understanding a client's full legal portfolio. Get all cases/matters for a specific client

Get detailed information for a specific contact/client

Get detailed information for a specific invoice

Get detailed information for a specific case/matter

List calendar events for the law firm

USE WHEN: - User wants to see all their clients and contacts - User needs to find a client by name or email - User is exploring their contact database - User asks "list my clients" or "show all contacts" PARAMETERS: - page (OPTIONAL): Page number for pagination - page_size (OPTIONAL): Results per page (default: 25, max: 100) EXAMPLES: - "List all my clients" → call with no params - "Show my contacts" → call with no params - "List clients page 2" → call with page="2" List all contacts/clients in MyCase

List documents for a specific case/matter

List invoices for the law firm

Essential for case management and tracking. USE WHEN: - User wants to see all their legal cases/matters - User needs to find cases by status (open, closed, archived, on hold) - User is exploring their law firm's caseload - User asks "what cases do I have" or "list my open matters" PARAMETERS: - status (OPTIONAL): Filter by status — "open", "closed", "archived", "on_hold" - practice_area (OPTIONAL): Filter by practice area (e.g. "Family Law", "Criminal Defense") - client_id (OPTIONAL): Filter by specific client ID - page (OPTIONAL): Page number for pagination - page_size (OPTIONAL): Results per page (default: 25, max: 100) EXAMPLES: - "List all my open cases" → call with status="open" - "Show my family law matters" → call with practice_area="Family Law" - "List all matters" → call with no params List all cases/matters in MyCase legal practice management

List payments received by the law firm

List time entries for a specific case/matter

Search cases/matters by keyword query

Update an existing case/matter in MyCase