• CONTACTS
  • MATTERS
  • UPDATES
  • HUMAN

How to setup new legal matters with your AI

Connect LEAP Legal to your AI client to turn chat conversations into organized case files and contact records.

Ask AI about this page

Short answer

How do I set up new matters and clients using my AI?

You provide the case details or client info in your chat, and your AI uses the LEAP Legal connector to create the records. This moves your data from a conversation directly into your practice management system. You'll see the new matters and contacts appear in LEAP immediately.

Where your data lands.

The results of your request.

The AI maps your chat details to specific fields in LEAP.

CONTACTS

New client profiles

The AI builds out contact cards with names, addresses, and phone numbers. These live in your LEAP contact database.

MATTERS

New case files

Your AI creates the matter record itself. It links the case to the right client so your files stay organized.

UPDATES

Matter adjustments

If you realize a case detail was wrong, tell the AI. It updates the existing matter record in LEAP for you.

HUMAN

Final review

The AI handles the typing and clicking. You stay in control by checking the LEAP dashboard to ensure everything looks right.

The workflow

What your AI does when you provide case details.

The AI acts as your data entry clerk, translating your instructions into LEAP actions.

  1. Identify the client

    The AI extracts contact information from your message to ensure the person is registered in your system.

    create_leap_contact

  2. Open the matter

    Once the client is set, the AI creates the specific legal matter record with the details you provided.

    create_leap_matter

  3. Refine the record

    If you need to change a matter description or a field after the initial setup, the AI modifies the record.

    update_leap_matter

  4. Confirm completion

    The AI tells you once the matter and contact are successfully synced to LEAP.

    create_leap_mattercreate_leap_contact

Try it

Copy these to start.

Use these prompts to trigger the LEAP Legal actions.

Starting points

Swap out the bracketed info for your actual client names and case details.

LEAP Legal Software Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_xDmDmzzeGe2MDGdUIn9qG4gSkTFpxklYr5SzTKls/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 — LEAP Legal Software capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "leap-legal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_xDmDmzzeGe2MDGdUIn9qG4gSkTFpxklYr5SzTKls/mcp"
    }
  }
}
Copy into chat04

  • Create a new client named Jane Doe with the email jane.doe@email.com and phone 555-0199.

  • Set up a new matter for client John Smith regarding a personal injury claim.

  • Update the matter for the Smith case to change the description to 'Commercial Litigation'.

  • Add a new contact for Robert Miller and then create a new matter for him.

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

Start here

Connect LEAP Legal once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can start managing matters through your AI immediately.

Connect LEAP Legal to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a matter if I tell it to?

    No. The AI can only create or update matters. You must handle deletions manually within LEAP.

  • 02

    Does the AI create the client and the matter at the same time?

    Yes, if you provide both sets of information in your prompt, the AI will handle both steps.

  • 03

    Can the AI see my entire LEAP database?

    The AI only sees the data required to perform the specific actions you request.

  • 04

    Will the AI change my billing settings?

    No. There are no tools available to the AI for modifying billing, fees, or financial settings.

  • 05

    What happens if I give the AI incomplete info?

    The AI will ask you for the missing details needed to satisfy the requirements of the LEAP tools.

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

Connect LEAP Legal Software to Claude, Cursor, ChatGPT & more