• VIEW
  • TAG
  • REPORT
  • HUMAN

How to organize legal matters with your AI

Connect Apperio to your AI client to manage matter records and tagging without leaving your chat.

Ask AI about this page

Short answer

How can I organize legal matters with my AI?

Your AI pulls matter records and available tags from Apperio, then applies those tags to specific cases for you. This keeps your data organized for better reporting.

The results.

Where your data lands.

The AI moves information between your matter list and your reporting tags.

VIEW

Matter visibility

The AI pulls your current matter list so you can see exactly what's active. You get a clear view of your workload in the chat.

TAG

Labeling matters

Your AI applies specific tags to cases based on your instructions. This categorizes your work for better downstream analysis.

REPORT

Clean reporting

Once matters are tagged, your Apperio reports reflect the new organization. This makes pulling data much easier later.

HUMAN

Manual review

You decide which tags are appropriate for which matters. The AI follows your lead but doesn't make subjective legal judgments.

The workflow

What your AI does when <the thing arrives>.

The AI handles the repetitive task of looking up records and applying labels.

  1. Fetch matters

    The AI retrieves your full list of legal matters from Apperio.

    list_matters

  2. Check tags

    The AI looks up the specific tags available in your Apperio instance.

    list_matter_tags

  3. Apply labels

    The AI attaches the chosen tags to the specific matter you identified.

    tag_matter

  4. Confirm updates

    The AI verifies the tag was applied so you can move to the next task.

    tag_matter

Try it

Copy these to start.

Use these prompts to begin managing your matters.

Starting points

Swap out the matter names and tag types with your actual Apperio data.

Apperio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_OrWhV5M66GVomFHvlwlqvT26nU4qwMQGTEQ23KCt/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Apperio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "apperio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_OrWhV5M66GVomFHvlwlqvT26nU4qwMQGTEQ23KCt/mcp"
    }
  }
}
Copy into chat04

  • List all my current matters in Apperio.

  • What tags are available for me to use in Apperio?

  • Apply the 'High Priority' tag to the Smith litigation matter.

  • Find the matter for 'Acme Corp' and tag it as 'Closed'.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Apperio once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start chatting with your matters immediately.

Connect Apperio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new matter records?

    No. The AI can only list existing matters and apply tags to them.

  • 02

    Will the AI delete any of my matter data?

    No. The AI has no tools to delete matters or remove existing tags.

  • 03

    Can I use any custom text as a tag?

    No. The AI can only apply tags that already exist in your Apperio tag list.

  • 04

    Does the AI decide which matters are important?

    No. You must tell the AI which matter to tag and which tag to use.

  • 05

    How do I see the changes in Apperio?

    Once the AI confirms the tag is applied, the update is live in your Apperio matter records.

  • More questions about Apperio? See everything the Apperio Connector can do

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