• NEW TASK
  • VALIDATED
  • FLAGGED
  • READY

How to automate legal workflow steps with your AI

Connect FinLegal to your AI client once. Your agent then handles the heavy lifting of updating case files and validating data.

Ask AI about this page

Short answer

How can I automate legal workflow steps with my AI?

Your AI uses FinLegal to trigger new case activities and check data against your specific attribute templates. This keeps your matter files accurate and moving forward. Here is how the process works.

Workflow outcomes

Where your data lands.

The AI directs information into these four specific states.

NEW TASK

Active workflow steps

The AI generates new activities based on your instructions. These appear in your system to keep the case moving.

VALIDATED

Verified data entries

Your agent checks new information against your templates. You get clean, compliant data in your matter files.

FLAGGED

Human review needed

If data doesn't match a template, the AI stops and tells you. You decide how to fix the discrepancy.

READY

Completed requirements

Once the AI confirms all attributes are met, the task is ready for the next phase of the case.

The workflow

What your AI does when the data arrives.

The AI acts as the bridge between your instructions and your legal matter files.

  1. Identify requirements

    Your agent looks up the specific rules and fields required for a particular type of legal matter.

    list_attribute_templates

  2. Check data integrity

    The AI compares the new information you provided against the templates it just found to ensure everything is correct.

    list_attribute_templates

  3. Find available tasks

    The agent checks which workflow activities are currently available to be triggered for the case.

    list_activity_templates

  4. Execute the update

    Once the data is verified, the AI creates the necessary activity to move the case to the next stage.

    create_activity

Try it

Copy these to start.

Use these prompts to begin working with FinLegal.

Starting points

These are opening lines. Swap the bracketed text for your actual matter names or template IDs.

FinLegal Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_dsUQTmIzmOZEqPm0nPU56zOMmn80sQ8vehu1VkIO/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 — FinLegal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "finlegal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_dsUQTmIzmOZEqPm0nPU56zOMmn80sQ8vehu1VkIO/mcp"
    }
  }
}
Copy into chat04

  • Create a new activity for the Smith litigation matter using the standard discovery template.

  • Check if this client contact data matches the requirements in the client attribute template.

  • List all available activity templates for a new criminal defense case.

  • Create a follow-up activity for the Jones estate matter once the data is verified.

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

Start here

Connect FinLegal once, then ask.

You only need to link your account once. Your credentials stay encrypted, and the full tool list lives on the Connector page.

Connect FinLegal to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing case activities?

    No. The AI can only create new activities; it cannot delete or remove existing records.

  • 02

    Does the AI automatically fix data that fails validation?

    No. If data doesn't match a template, the AI flags it for you to review and handle manually.

  • 03

    Can I use this to create custom templates?

    No. The AI can only read and use existing templates through the connection.

  • 04

    Will the AI update my matter files without me seeing it?

    The AI performs the specific actions you command. You remain in control of which activities are triggered.

  • 05

    Can the AI change the name of a matter?

    No. The AI is limited to creating activities and checking data against templates.

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

Connect FinLegal to Claude, Cursor, ChatGPT & more