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Lawmatics

Lawmatics

MCP server · Practice Management · lawmatics.com · 40 categories · 177 tools

Lawmatics is a legal CRM, client intake, and marketing automation platform for law firms. This integration exposes contacts, companies, matters, billing (invoices, transactions, expenses, time entries), tasks, documents, events, and marketing data as governed MCP tools, scoped per member by access level.

Get Invoice (lawmatics_get-invoice)

Fetch a single invoice from Lawmatics by ID, including its status, amounts in integer cents, payment terms, billed contact, and a `relationships` envelope of {id,type} pointers to related records (the matter it belongs to, creator, time entries, expenses, adjustments, transactions, and forwarding links).

Tool Input

invoiceIdstringrequired— ID of the invoice to fetch; a numeric string (e.g. '1')(pattern: ^\d+$)

Tool Output

idstringrequired— Lawmatics invoice ID
numbernumberrequired— Sequential invoice number assigned by Lawmatics
statusstringrequired— Invoice status as reported by Lawmatics (e.g. "sent")
targetAccountTypestringnullrequired— Bank account type the invoice is billed against (e.g. "operating", "trust"); null if unset
paymentTermsstringnullrequired— Payment terms setting for the invoice (e.g. "due_date"); null if unset
includeBalanceForwardbooleanrequired— Whether the invoice includes the client's prior balance forward
enableOnlinePaymentbooleanrequired— Whether online payment is enabled for this invoice
includeStatementOfAccountsbooleanrequired— Whether the invoice includes a statement of accounts
invoicedAtstringnullrequired— Date the invoice was issued, as a YYYY-MM-DD date string; null if unset
dueAtstringnullrequired— Date the invoice payment is due, as a YYYY-MM-DD date string; null if unset
voidedAtstringnullrequired— Date the invoice was voided, as a date string; null when the invoice is not voided
contactableAddressstringnullrequired— Billing address of the associated contact; null if unset
contactableNamestringnullrequired— Name of the contact the invoice is billed to; null if unset
notestringnullrequired— Free-text note attached to the invoice; null if unset
amountCentsintegerrequired— Total invoiced amount in integer cents (never divided to dollars)
amountPaidCentsintegerrequired— Amount already paid, in integer cents
outstandingAmountCentsintegerrequired— Amount still outstanding, in integer cents
pdfUrlstringnullrequired— URL to download the rendered invoice PDF; null when not generated
createdAtstringrequired— When the invoice was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the invoice was last updated, as an ISO 8601 timestamp
relationshipsobjectrequired— JSON:API relationship pointers to related records as {id,type} stubs. Not materialized — follow a pointer by calling that resource's own get/find tool (e.g. type 'prospect' -> get-matter, type 'user' -> get-user, type 'transaction' -> get-transaction).
invoiceTypeobjectnullrequired— Invoice-type pointer; null when none
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
prospectobjectnullrequired— Matter (Lawmatics 'prospect') this invoice belongs to; null when unlinked
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
createdByobjectnullrequired— Creating user pointer; null if not reported
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
forwardedToobjectnullrequired— Pointer to the invoice this one was forwarded to; null when not forwarded
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference (e.g. "user", "contact", "prospect", "firm"); resolve it by calling that resource's own get/find tool — this pointer is not materialized
timeEntriesarrayrequired— Time-entry pointers billed on this invoice; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
expensesarrayrequired— Expense pointers billed on this invoice; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
invoiceAdjustmentsarrayrequired— Invoice-adjustment pointers applied to this invoice; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
transactionsarrayrequired— Payment-transaction pointers recorded against this invoice; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool
forwardedFromarrayrequired— Pointers to the invoices forwarded into this one; empty if none
[]object
2 fields
idstringrequired— ID of the referenced Lawmatics record
typestringrequired— JSON:API record class of the reference; resolve it by calling that resource's own tool

We're Adding More Lawmatics Tools Constantly!

Don't see a specific Lawmatics tool you need? Email [email protected] and we can add it.

Lawmatics Frequently Asked Questions

What does the Get Invoice tool do?

This page documents the Get Invoice tool (lawmatics_get-invoice). Fetch a single invoice from Lawmatics by ID, including its status, amounts in integer cents, payment terms, billed contact, and a relationships envelope of {id,type} pointers to related records (the matter it belongs to, creator, time entries, expenses, adjustments, transactions, and forwarding links). It is one of the Lawmatics Invoices tools, invoked through your firm's Weave MCP connection and available to members whose access level permits it.

What is the Lawmatics integration?

The Lawmatics integration connects your firm's Lawmatics account to Weave. Lawmatics is a legal CRM, client intake, and marketing automation platform for law firms. This integration exposes contacts, companies, matters, billing (invoices, transactions, expenses, time entries), tasks, documents, events, and marketing data as governed MCP tools, scoped per member by access level. It groups 177 tools into 40 categories, exposed through your firm's Weave MCP connection and filtered per member by access level.

How does my firm connect Lawmatics to Weave?

An admin connects Lawmatics once for the whole firm via OAuth. Every member then works through that single connection; there is no per-user Lawmatics login.

Do I need to install or configure anything locally?

No. Weave is fully hosted, so there is nothing to install, run, or maintain on your own machines. An admin connects Lawmatics once from the Weave console through a secure OAuth handshake, and your credentials are encrypted at rest and stay inside Weave's infrastructure. After that, each member simply points their AI assistant at your firm's Weave MCP endpoint, and the tools they are allowed to use appear automatically based on their access level.

Can everyone on my team use every tool?

No. Tools are exposed per member by access level, so each person only sees the Lawmatics tools their role permits.

Are changes made through these tools reversible?

Reads are always safe. Deletes are irreversible: they remove the record from Lawmatics permanently.

How are money amounts represented?

All monetary values (expenses, transactions, invoices, time-entry rates) are integer cents; for example, 50000 means $500.00.

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