An AI paralegal who already knows your SmartAdvocate.
Cohesive360 connects Claude to your firm's SmartAdvocate tenant so your team can brief a matter, draft a memo, prep tomorrow's docket, log time, file a document, add a plaintiff, or write a settlement check — in plain English. Claude reads, reasons, and drafts; every draft comes back to you for review before it touches SmartAdvocate.
SmartAdvocate credentials stay encrypted in a per-user vault; your firm can revoke access at any time. Cohesive360 is a connector — your firm brings its own Claude subscription.
More than a search box. Less than autopilot.
Think of Claude with Cohesive360 as a paralegal who already has your SmartAdvocate open and reads faster than anyone on the team. It doesn't file motions. It doesn't decide what to do next. It reads the matter, drafts what you'd ask a paralegal to draft, and hands it back for your review.
Work you'd hand to a paralegal, now a sentence to Claude
The drafts come back in seconds, not hours. You review, you edit, you accept — nothing posts to SmartAdvocate until you say so.
Brief a matter
"Catch me up on the Doe matter." Claude reads the case header, the last 30 days of notes, open tasks, and the next court date, then writes you a one-page brief. A paralegal takes an hour; Claude takes ten seconds.
Dictate a call note — into the right case
After a client call, tell Claude what was said. It drafts the note using your firm's note-type dictionary, picks the right case, and shows you the draft. You read it once and approve.
Prep tomorrow's docket
"What do I have in court tomorrow, and what still needs to be done on each case?" Claude lists every hearing, flags open tasks on those matters, and drafts status notes for anything that needs one.
Extract deposition follow-ups
Paste a deposition transcript and ask for commitments, deadlines, and open items. Claude turns them into draft tasks on the right cases — assigned, prioritised, due-dated — ready for your review.
Find the matter, read the file
"Which active cases have we heard nothing on in 30 days?" Claude searches SmartAdvocate, reads the recent note history, and surfaces the ones that need a call. Real discovery, not just a search result.
Turn incoming email into action
Forward a medical-records email or intake message and ask Claude to file it. It can log a phone message, draft a task, or drop the attachment into SA's hot-folder with the right category — using the same sidecar pattern your Outlook plugin uses.
For the partners and the operator
Three things decision-makers ask about before rolling a tool out to the team.
Measurable time back
The dashboard shows each seat's hours saved, actions taken, and busiest workflows. Prove the value to the partners with the same numbers the attorneys see.
Your data, your tenant
Case data moves directly between Claude and your SmartAdvocate tenant. Credentials are encrypted at rest with AES-256-GCM, master key in Azure Key Vault, scoped per user.
Review seat by design
Claude drafts; your attorneys approve. Nothing writes to SmartAdvocate until a human signs off. Same role-and-permission boundaries your SA user already has.
Getting started
Two minutes from account to Claude answering your first SmartAdvocate question.
Create your account
Spin up a Cohesive360 workspace and point it at your SmartAdvocate tenant. Credentials land in an encrypted per-user vault — not a shared config file.
Add the connector in Claude
Paste one URL into Claude's Settings → Connectors. Works on Claude Desktop, claude.ai, and mobile text chat. Same URL, every surface.
Ask in plain English
Your cases, notes, tasks, calendar, contacts, and documents are tools now. Claude drafts, you approve, SmartAdvocate updates.
Ready to put Claude to work on your cases?
Two minutes from creating an account to Claude answering your first SmartAdvocate question.