• DATA
  • PROFILES
  • ANALYSIS
  • HUMAN

How to query client matters with your AI

Connect Confido Legal to your AI client once. After that, you can pull matter lists and client data using plain English.

Ask AI about this page

Short answer

How can I get matter and client lists through my AI?

Your AI uses the Confido Legal MCP to fetch real-time data from your practice management system. You can ask for specific client profiles or matter lists to get the data you need immediately. This breakdown shows how to pull that information.

Data outcomes

Where your data lands.

The AI pulls information from Confido Legal and presents it in your chat interface.

DATA

Instant matter lists

The AI pulls matter details from your system. You get a clean list of active or closed files right in your chat.

PROFILES

Client information

The AI retrieves specific client profiles. You can see who your clients are without opening a separate dashboard.

ANALYSIS

Context for questions

Once the data is pulled, your AI uses it to answer follow-up questions about specific cases or client history.

HUMAN

Manual verification

The AI only reads and lists data. You still need to review the output to ensure it matches your specific legal requirements.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your chat and your legal database.

  1. Identify the request

    Your AI parses your question to see if you are looking for a person or a specific case.

    list_clients

  2. Fetch client data

    The AI pulls a list of clients from your database to find the right profile.

    list_clients

  3. Retrieve matter details

    The AI looks up the specific legal matters associated with the requested client or matter ID.

    list_matters

  4. Present the results

    The AI formats the retrieved matter and client information into a readable list for you.

    list_matterslist_clients

Try it

Copy these to start.

Use these prompts to begin querying your data.

Starting points

These are basic starting lines. Swap out the names in brackets for your actual client or matter names.

Confido Legal Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_7f0ovWDUmA6BdNCkgLUFLr8INE6tQDVQLQ6fE6td/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 — Confido Legal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "confido-legal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7f0ovWDUmA6BdNCkgLUFLr8INE6tQDVQLQ6fE6td/mcp"
    }
  }
}
Copy into chat04

  • List all my current clients.

  • Show me all active matters for [Client Name].

  • Give me a list of all matters related to [Client Name].

  • Who are the clients currently assigned to [Matter Name]?

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Start here

Connect Confido Legal once, then ask.

Follow the link to connect your account. Your login credentials stay encrypted, and you can start asking questions immediately.

Connect Confido Legal to your AI

FAQ

How the task behaves

  • 01

    Can the AI delete or change my legal matters?

    No. The current tools only allow the AI to list clients and matters. It cannot modify, delete, or create any data in Confido Legal.

  • 02

    Does the AI have access to my full case files?

    No. The AI only accesses the matter and client lists provided by the tools. It does not read the contents of individual documents or files.

  • 03

    Can I ask for matters by a specific date range?

    The AI can attempt to filter lists based on your request, but its ability to do so depends on how the data is structured in your system.

  • 04

    How does the AI know which client I am talking about?

    The AI uses the list of clients to match the names or IDs you provide in your prompt.

  • 05

    Do I need to keep the Confido Legal tab open?

    No. Once the MCP is connected, your AI client handles the communication in the background.

  • More questions about Confido Legal? The Connector page answers them. See everything the Confido Legal Connector can do

Connect Confido Legal to Claude, Cursor, ChatGPT & more