Support

Getting set up

We set firms up on a call rather than a signup form, because connecting a case management system goes faster with us there. Book fifteen minutes and you will leave connected.

Common questions

My AI says it cannot reach my cases.

Sign in at casemcp.com and look at your dashboard. If it says a connection needs reconnecting, one click fixes it, and your connector URL does not change. Access to Clio and MyCase expires on their side from time to time, which is normal and not something you did wrong.

How do I add it to Claude or ChatGPT?

There is a step by step for both. The one that catches people out is ChatGPT: custom connectors are hidden until you turn on developer mode, so the add button is not there until you do.

Which AI tools does this work with?

Anything that supports MCP connectors. Claude and ChatGPT both do, and both will ask you to sign in and approve CaseMCP the first time. Gemini and some code editors do not support that sign-in yet, so your dashboard also offers a URL with a key built into it that works everywhere.

Can the AI change anything in my case system?

Not unless you turn it on. Every connection is read-only by default. Writing is a single switch on your dashboard, it is off until you flip it, and the available actions depend on your case system. Your AI client will show the exact action before a consequential write when its approval settings require it.

Where does my case data go?

We do not maintain a separate copy of your case files. When you ask your AI a question, we read the answer from your case management system at that moment and return it to the AI provider you chose. What we keep includes your account and connection, daily usage counts, and your firm’s field configuration so the AI knows what your fields are called. See our privacy policy for the full details.

Somebody at my firm needs access.

Whoever set up your account can assign one of your licenses to their email address from the dashboard. They will get an email and can sign in with a code. No password to choose.

I think my connector URL leaked.

If you are using the keyed URL, rotate it from your dashboard. It takes effect immediately and the old one stops working, so anyone holding it loses access. You will need to paste the new one into your AI client. The signed-in URL cannot leak this way, because it carries no key.

How do I cancel?

Manage billing from your dashboard, or email us and we will do it. No notice period and nothing to argue about.