Every part of your case file, accessible to Claude
Cohesive360 exposes your SmartAdvocate tenant to Claude through 136 purpose-built tools. Each one is a slice of paralegal work — find a case, draft a note, log time, file a document, add a plaintiff, write a check — that you can hand off in plain English and review before it lands in SA.
Time back for attorneys and staff
The tab-switching work — pulling a case header, reading the last 30 days of notes, drafting a follow-up, scheduling a call — turns into one sentence to Claude. You stay in the review seat; drafts come to you.
Your data stays in your tenant
Case data moves directly between Claude and your SmartAdvocate tenant. We don't keep copies of cases, notes, tasks, contacts, or documents on our servers. Your SA credentials are encrypted at rest with AES-256-GCM, master key in Azure Key Vault.
Human in the loop by design
Claude drafts; your attorneys approve. Every write through the connector — notes, tasks, calendar, calls, documents, money, parties — runs as a draft you can edit or discard before it commits to SmartAdvocate.
Capabilities
Twenty workflow areas. Click any capability to expand its “what you can ask” examples and the underlying tool names. Use the sidebar to jump.
These are not pricing tiers. For plans & pricing, see Pricing.
Search the firm's entire case load by plaintiff name, case number, type, status, date range, attorney — or any combination. Pull a complete case overview in one ask.
Search the firm's entire case load by plaintiff name, case number, type, status, date range, attorney — or any combination. Pull a complete case overview in one ask.
What you can ask Claude
- “Show me every active rear-end auto case opened in 2024”
- “Catch me up on the Walsh matter — header, parties, last 10 notes, open tasks, next court date”
- “Which cases assigned to Jane have no activity in the last 30 days”
- “Pull the full overview for case 9598 and open it in SA”
Underlying tools (8)
search_casesget_active_casesget_all_active_casesget_case_detailsget_case_overviewget_case_datesopen_pageget_sa_catalogRead the full note history. Draft notes, edit existing ones, and update case status using your firm's note-type and status dictionaries.
Read the full note history. Draft notes, edit existing ones, and update case status using your firm's note-type and status dictionaries.
What you can ask Claude
- “Read me the last 30 days of notes on case 9598”
- “Add a status note: client confirmed surgery date is May 15”
- “Move case 9598 to status 'Treatment Complete'”
- “Show me the status history on the Walsh matter”
Underlying tools (6)
get_note_typesget_case_notescreate_noteupdate_noteget_case_status_historyupdate_case_statusRead open tasks on a case, create new ones, and update status, assignee, priority, or due date as work progresses.
Read open tasks on a case, create new ones, and update status, assignee, priority, or due date as work progresses.
What you can ask Claude
- “List open tasks on case 9598”
- “Add a task to follow up with the adjuster next Tuesday, assigned to me”
- “Mark task #4421 as completed”
Underlying tools (3)
get_case_taskscreate_taskupdate_taskList upcoming calendar events on any case, draft new events with the right type and attendees, or pull the office-wide calendar for cross-matter scheduling.
List upcoming calendar events on any case, draft new events with the right type and attendees, or pull the office-wide calendar for cross-matter scheduling.
What you can ask Claude
- “What's on the calendar for case 9598 next 30 days”
- “Schedule a deposition on the Walsh case for May 15 at 10am, court reporter Smith”
- “Pull the office calendar for next week”
Underlying tools (3)
get_case_calendarcreate_calendar_eventget_office_calendarRead the call log, log a call you just finished, update calls if details change, and send a structured phone message that lands in SA's standard phone-message inbox.
Read the call log, log a call you just finished, update calls if details change, and send a structured phone message that lands in SA's standard phone-message inbox.
What you can ask Claude
- “Show me phone calls on case 9598 from the last week”
- “Log a 15-minute call with adjuster Smith — they confirmed coverage”
- “Update call #88 to extend the duration to 30 minutes”
Underlying tools (4)
get_case_callscreate_phone_messagelog_phone_callupdate_callPull your time entries by date range, log new entries against a case, and update entries when a duration or billable status changes.
Pull your time entries by date range, log new entries against a case, and update entries when a duration or billable status changes.
What you can ask Claude
- “Show me all my billable time entries from last week”
- “Log 0.3 hours of email correspondence on case 9598”
- “Update time entry #6122 to mark it non-billable”
Underlying tools (3)
get_user_time_entrieslog_time_entryupdate_time_entryUpload from a chat or via /upload (files up to 500 MB). Search the firm's document library. Categorise, fetch, request batch exports, or update document metadata.
Upload from a chat or via /upload (files up to 500 MB). Search the firm's document library. Categorise, fetch, request batch exports, or update document metadata.
What you can ask Claude
- “Upload this medical-records PDF to case 9598 under category Medical Records”
- “Find the most recent demand letter draft on the Walsh case”
- “Export all documents on case 9598 to a zip file”
- “Update document #4421 — change category to Settlement Correspondence”
Underlying tools (8)
get_case_documentssearch_documentsget_document_categoriesget_document_foldersdownload_documentupload_documentrequest_document_batch_exportupdate_documentRead every party on a case in one call — plaintiffs, defendants, providers, referral sources, attorneys, staff. Add new plaintiffs and update their details as the matter develops, or attach existing firm-directory contacts to a case in one step.
Read every party on a case in one call — plaintiffs, defendants, providers, referral sources, attorneys, staff. Add new plaintiffs and update their details as the matter develops, or attach existing firm-directory contacts to a case in one step.
What you can ask Claude
- “List all parties on case 9598 with their roles and contact details”
- “Add Brandon Walsh as a plaintiff on case 9598, DOB 1985-04-12”
- “Update plaintiff #4421 — change phone number to 555-0101”
- “Attach Dr. Patel from our firm directory to case 9598 as a medical provider”
Underlying tools (6)
get_case_contactsget_case_plaintiffadd_plaintiffupdate_plaintiffget_case_defendantadd_contact_to_caseRead counsel assignments (defense counsel, opposing counsel, co-counsel). Add new counsel and update assignments as parties retain or substitute.
Read counsel assignments (defense counsel, opposing counsel, co-counsel). Add new counsel and update assignments as parties retain or substitute.
What you can ask Claude
- “Who's defense counsel on case 9598”
- “Add John Smith of Smith & Co as defense counsel on case 9598”
- “Update counsel #88 — change firm to Acme Defense LLP”
Underlying tools (3)
get_case_counseladd_counselupdate_counselRead court assignments, the full docket, and the judge/clerk roster on any case. Add new court records, log docket entries, and add judges/clerks to a court assignment.
Read court assignments, the full docket, and the judge/clerk roster on any case. Add new court records, log docket entries, and add judges/clerks to a court assignment.
What you can ask Claude
- “List the docket on case 9598”
- “Add a docket entry: 'Filed motion to compel discovery' on May 15”
- “Show me the judge and law clerk on the Walsh case”
- “Add Judge Wilson as the assigned judge on case 9598”
Underlying tools (9)
get_case_courtadd_courtupdate_courtget_case_docketadd_docket_entryupdate_docket_entryget_case_judgesadd_case_judgeupdate_case_judgeRead every insurance policy and adjuster on a case. Add new policies and update coverage details as adjusters report back.
Read every insurance policy and adjuster on a case. Add new policies and update coverage details as adjusters report back.
What you can ask Claude
- “List insurance on case 9598”
- “Add a UM policy from Geico, $100K limit, adjuster Smith”
- “Update policy #88 — change limit to $250K”
Underlying tools (3)
get_case_insuranceadd_insuranceupdate_insuranceRead every vehicle in an auto matter. Add new vehicles or update VIN, make/model, and damage details as the file grows.
Read every vehicle in an auto matter. Add new vehicles or update VIN, make/model, and damage details as the file grows.
What you can ask Claude
- “What vehicles are on case 9598”
- “Add the plaintiff's 2018 Honda Civic, VIN 1HGCM82633A123456”
- “Update vehicle #88 — total loss reported by adjuster”
Underlying tools (3)
get_case_vehiclesadd_vehicleupdate_vehicleRead the incident narrative and injury list. Update the incident summary, add injuries by ICD code or free-form description, and edit injury summaries as records arrive.
Read the incident narrative and injury list. Update the incident summary, add injuries by ICD code or free-form description, and edit injury summaries as records arrive.
What you can ask Claude
- “Pull the incident narrative on case 9598”
- “Add ICD code S13.4 (cervical sprain) as an injury on case 9598”
- “Update the incident description to reflect the police report”
Underlying tools (6)
get_case_incidentupdate_incidentget_case_injuriesadd_injury_detailsadd_injury_by_icdupdate_injury_summaryRead every provider, visit, bill, and payment on a case. Add and update them as records arrive. Search providers across the firm. Track records-request status.
Read every provider, visit, bill, and payment on a case. Add and update them as records arrive. Search providers across the firm. Track records-request status.
What you can ask Claude
- “List medical providers on case 9598”
- “Add a visit at Dr. Patel's office on May 1, $450 charged”
- “Show me records requests on case 9598 still pending after 30 days”
- “Find every case where we've used Dr. Patel as a provider”
- “Update bill #4421 — adjuster paid $200, balance is $250”
Underlying tools (14)
get_case_medical_providersadd_medical_providerupdate_medical_providersearch_medical_providersget_provider_visitsadd_medical_visitupdate_medical_visitget_provider_billsadd_medical_billupdate_medical_billget_provider_paymentsget_medical_records_requestscreate_medical_records_requestupdate_medical_records_requestRead every lien on a case (medical, statutory, government). Add new liens, update amounts as confirmation comes in, and track funding requests against liens.
Read every lien on a case (medical, statutory, government). Add new liens, update amounts as confirmation comes in, and track funding requests against liens.
What you can ask Claude
- “List liens on case 9598”
- “Add a Medicare lien on case 9598, $4,200 confirmed”
- “Search for unconfirmed liens over $10K across the firm”
- “Pull funding requests on lien #88”
Underlying tools (9)
get_case_liensadd_lien_entryupdate_liensearch_liensadd_lien_historyupdate_lien_historyget_lien_funding_requestsadd_funding_requestupdate_funding_requestRead every settlement, disbursement, check, and payment on a case. Insert new settlements and update amounts. Write checks and record payments. Track plaintiff funding firm-wide.
Read every settlement, disbursement, check, and payment on a case. Insert new settlements and update amounts. Write checks and record payments. Track plaintiff funding firm-wide.
What you can ask Claude
- “List settlements on case 9598”
- “Insert a $75,000 settlement on case 9598 with Geico”
- “Write a check for attorney fees, $25,000, against settlement #4421”
- “Record a $5,000 payment to provider Dr. Patel”
- “Show me all funding advanced to plaintiff #88 across the firm”
Underlying tools (15)
get_case_settlementsinsert_settlementupdate_settlementsearch_settlementsget_settlement_checkswrite_checkupdate_checkget_case_disbursementadd_disbursementupdate_disbursementrecord_paymentupdate_paymentget_case_fundingadd_fundingupdate_fundingRead referring attorneys, refer-out attorneys, sub-out arrangements, and other referral sources. Add and update them as relationships shift.
Read referring attorneys, refer-out attorneys, sub-out arrangements, and other referral sources. Add and update them as relationships shift.
What you can ask Claude
- “Who referred case 9598 in”
- “Add a refer-out: case 9598 referred to Acme Trial Group, attorney John Smith, 1/3 fee”
- “Update sub-out arrangement on case 9598 — fee split changed to 50/50”
- “Add an Other Referral: client found us via a paid Google search”
Underlying tools (11)
get_case_referral_sourceadd_referring_attorneyupdate_referring_attorneyget_case_refer_outrefer_case_outupdate_referred_out_attorneyget_case_other_referralsadd_other_referralupdate_other_referralsub_out_caseupdate_sub_out_attorneySearch, read, create, and update contacts in your firm's directory. Manage their addresses, emails, and phone numbers — add new ones or edit existing entries.
Search, read, create, and update contacts in your firm's directory. Manage their addresses, emails, and phone numbers — add new ones or edit existing entries.
What you can ask Claude
- “Find all contacts named 'Patel' in our firm directory”
- “Pull contact #4421 — full record with addresses, emails, phones”
- “Add an email to contact #4421: jane@example.com, type Work”
- “Update contact #4421's mobile number”
Underlying tools (13)
search_contactsget_contactget_contact_addressesget_contact_emailsget_contact_phonescreate_contactupdate_contactadd_contact_emailupdate_contact_emailadd_contact_phoneupdate_contact_phoneadd_contact_addressupdate_contact_addressRead which firm staff are assigned to a case (responsible attorney, paralegal, intake, support).
Read which firm staff are assigned to a case (responsible attorney, paralegal, intake, support).
What you can ask Claude
- “Who's assigned to case 9598”
- “List the responsible attorney on every active mass-tort case”
Underlying tools (1)
get_case_staffLimits and roadmap
What the connector can't do today, and why. We update this when things change.
Pending SmartAdvocate support
Documented SA endpoints that currently fail with empty 4xx/5xx on production tenants. SA Support tickets open on each. SA's UI works as the fallback for all four.
- Time-entry create (log_time_entry). Returns HTTP 500 empty body on this tenant. SA Support ticket open. Use SA's User Time tab in the UI as the fallback.
- Lien-history add (add_lien_history). Returns HTTP 400 empty body. SA Support ticket open. Use SA's Plaintiff Lien Tracking page as the fallback.
- Judge-role update (update_case_judge). Returns HTTP 400 empty body. SA Support ticket open. Use SA's Court tab in the UI as the fallback.
- Refer-out plaintiff scope. SA silently overrides the plaintiff scope to 'All' regardless of input. SA Support ticket open. For per-plaintiff scoping, use SA's UI.
Not in SA's public API
Capabilities SmartAdvocate handles through admin UI or internal WebForms postbacks rather than the documented JSON API.
- Firm-wide / per-user task search. SA's API doesn't expose a query like 'all my open tasks across the firm.' Use SA's Tasks dashboard for cross-case views; the connector handles per-case task queries.
- Non-case calendar appointments. SA's calendar API requires a case context. Office-wide events without a case attached must be created in SA's Office Calendar UI, or attached to a placeholder 'Office' case.
- Permanent deletes. Deleting a note, document, or task is deliberately not exposed. We treat permanent deletion as too dangerous for a chat-driven workflow.
- Defendant CRUD, staff reassignment, firm tag-library admin. These are admin-controlled in SA's UI and not exposed via the public API. The connector reads them but cannot modify.
On the roadmap
Capabilities that are technically possible but we haven't prioritised. Email product@cohesive360.com if any of these would change your decision to roll out.
- Email and SMS sending. Available in SA but not yet wired through the connector. On the roadmap if customer demand warrants it.
- Reports and saved-search execution. Same — possible, not shipped. Custom reports tend to be firm-specific and need careful UX design before exposing through chat.
- Admin / billing / firm settings. Out of scope for a per-user OAuth integration. These need a firm-admin's privileges, not an individual seat's.
Safeguards built into the connector
Defensive behaviours we put in the client because the underlying systems don't.
License bound to your SA tenant
On first activation, the license pins itself to your SmartAdvocate tenant. Use against a different tenant is refused. Reasonable deterrent against key sharing, not a claim of absolute prevention.
Encrypted credential vault
SA credentials are encrypted with AES-256-GCM, the master key lives in Azure Key Vault, and the ciphertext is bound to your user ID so a stolen blob can't be decrypted under another account. Plaintext only exists in server memory during an authenticate request; never logged, never echoed, never on disk.
Credential circuit breaker
If SmartAdvocate rejects your credentials once, the connector records the rejection and stops retrying with the same password. The goal is to avoid the retry-storm pattern that can cause SA account lockouts. Update any of username, password, or URL to clear the block.
Rate-limit backoff
When SA responds with 429 or 503, the connector respects the Retry-After header, falls back to exponential backoff (0.5s → 1s → 2s), and retries up to three times. If SA keeps refusing, Claude surfaces the error so you can retry later.
Anti-hallucination guardrails
Connector-level instructions tell Claude to verify firm-wide before saying 'not found,' read every write back before claiming success, warn upfront about the four known SA-side blockers, and stop after two consecutive errors instead of looping. Reduces the 'said done, nothing's there' failure mode.
Permissions inherited from your SA user
The connector authenticates as your SmartAdvocate user and inherits that user's role and permissions. If your SA account can't write tasks, neither can Claude through the connector. The same boundary that limits what you can do by clicking in SA limits what Claude can do on your behalf.
What Cohesive360 is not
We want to be upfront about the boundaries of this product.
Cohesive360 is a facilitation channelbetween Claude (Anthropic) and your SmartAdvocate tenant. Claude's responses are Anthropic's output; your case data is SmartAdvocate's system of record. We transport requests and responses between the two; we do not generate, review, or validate Claude's output, and we do not operate the SmartAdvocate API.
Claude can be wrong. It can misread a note, misinterpret a date, draft a task against the wrong case, or summarise something incorrectly. Treat every draft as a draft — review it before you accept it, particularly anything that affects a deadline, a client communication, or a matter already in motion.
SmartAdvocate can be unavailable. The API can rate-limit, return errors, or reject requests for reasons specific to your tenant configuration. When that happens, Claude will tell you — but we have no control over when or why SA refuses a call.