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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.

Lookups

The Lookups category of the Lawmatics MCP server exposes 9 Lawmatics tools you can call directly from Claude, ChatGPT, or any MCP client through Weave Legal. Each Lookups tool below is documented with its purpose and complete input and output schema, giving your firm governed, auditable access to Lawmatics lookups data.

Find Company By Email
Fuzzy-find a single company in Lawmatics by email address. Searches the company's own email, then falls back to associated contacts. Returns company details, postal addresses, and a `relationships` envelope of {id,type} pointers to related records (primary contact, associated contacts and matters, tags, emails, phone numbers, addresses, notes, and the creating user). Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.
Find Company By Name
Fuzzy-find a single company in Lawmatics by name. Performs a case-insensitive match and returns the closest company, including company details, postal addresses, and a `relationships` envelope of {id,type} pointers to related records (primary contact, associated contacts and matters, tags, emails, phone numbers, addresses, notes, and the creating user). Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.
Find Company By Phone
Fuzzy-find a single company in Lawmatics by phone number. Searches the company's own phone, then falls back to associated contacts. Returns company details, postal addresses, and a `relationships` envelope of {id,type} pointers to related records (primary contact, associated contacts and matters, tags, emails, phone numbers, addresses, notes, and the creating user). Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.
Find Contact By Email
Fuzzy-find a single contact in Lawmatics by email address, including a `relationships` envelope of {id,type} pointers to related records (company, prospects/matters, emails, phone numbers, addresses, notes, files, folders, tags, and more). Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.
Find Contact By Name
Fuzzy-find a single contact in Lawmatics by name, including a `relationships` envelope of {id,type} pointers to related records (company, prospects/matters, emails, phone numbers, addresses, notes, files, folders, tags, and more). Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.
Find Contact By Phone
Fuzzy-find a single contact in Lawmatics by phone number, including a `relationships` envelope of {id,type} pointers to related records (company, prospects/matters, emails, phone numbers, addresses, notes, files, folders, tags, and more). Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.
Find Matter By Email
Fuzzy-find a single matter (legal case) in Lawmatics by the client's email address; use get-matter for full details. Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.
Find Matter By Name
Fuzzy-find a single matter (legal case) in Lawmatics by the client's name; use get-matter for full details. Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.
Find Matter By Phone
Fuzzy-find a single matter (legal case) in Lawmatics by the client's phone number; use get-matter for full details. Returns `{ match: <entity> }` on a hit and `{ match: null }` when no record matches. `match: null` is a normal empty result, not an error — do not retry.

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