Claude meets SmartAdvocate.
Cohesive360 opens a channel between Claude and your SmartAdvocate tenant so you can ask for a case, dictate a note, or draft a task in plain English — and review what Claude did before it sticks. 14-day free trial. $199 per seat / month.
No credit card until trial ends. Cancel anytime.
How it works
Three steps from signup to Claude answering your SmartAdvocate questions.
Sign up
Create a Cohesive360 workspace. Enter your SmartAdvocate username to start your 14-day trial.
Paste config
Copy the Claude Desktop config block from your dashboard. One-click copy, full snippet included.
Ask Claude
Restart Claude Desktop. Your cases, notes, tasks, calendar, and documents are now available as tools.
Ways attorneys use Claude against their SmartAdvocate data
Cohesive360 doesn't add new features to SmartAdvocate. It gives Claude a way to read and draft against the data you already have — so the workflows below become a sentence instead of a tab-switch.
Brief me on this case
Ask "what is going on with the Aminov matter" — Claude pulls the header, the last 30 days of notes, open tasks, and upcoming calendar entries into one plain-English summary.
Dictate a call note
Finish a client call and tell Claude what was said. It drafts a note in your firm's note-type dictionary and drops it on the right case — you review before it saves.
Turn email into cases
Forward a medical-records email to yourself and ask Claude to file it. It can drop the PDF into SA's hot-folder with the right category + subcategory, using the same XML sidecar your Outlook plugin uses.
Prep tomorrow's docket
Ask Claude to list every case with a court date in the next 7 days, surface any tasks still open on those cases, and draft a status note for each.
Draft tasks from a deposition
Paste a deposition transcript and ask Claude to extract commitments, deadlines, and follow-ups — then draft tasks on the right cases for your review.
17 tools, one channel
Search, read, and draft across cases, notes, tasks, calendar, contacts, phone messages, and documents. Every draft is a draft — you approve before SmartAdvocate changes.
Ready to put Claude to work on your cases?
Start a 14-day trial in under two minutes. No card required until day 15.