An AI agent that already knows your firm's tools.
Cohesive360 plugs Claude into the platforms your team uses every day — case-management & legal research, CRM, portals & design tools, phone, SMS & call transcripts, and financial filings — so your attorneys, paralegals, and operators can brief a matter, draft a memo, log time, pull a filing, prep tomorrow's docket, or surface insights across systems — in plain English. Claude reads and drafts; every write returns to you for review before it lands.
Credentials stay encrypted in a per-user vault; your firm can revoke access at any time. Cohesive360 is a connector platform — your firm brings its own Claude subscription.
Connectors live today
AES-256-GCM at rest
Per-user credential vault. Master key in Azure Key Vault.
OAuth 2.1 + RFC 7591
Standards-compliant for Clio, RingCentral, and future OAuth connectors.
Reviewable writes
Every write returns to you as a draft. Nothing posts until you approve.
Your tenant, your data
Tool calls route directly between Claude and your vendor's tenant. No data lake.
More than a search box. Less than autopilot.
Think of Claude with Cohesive360 as a teammate who already has your case-management, CRM, court filings, and financial-data tools open — and reads faster than anyone on the team. It doesn't file motions. It doesn't decide what to do next. It reads, drafts what you'd ask a paralegal to draft, and hands it back for review.
Works behind your firewall too
Big Law runs on systems that don't have public APIs — ProLaw, NetDocuments, iManage, Aderant. Cloud-only AI tools can't reach them. Cohesive360 ships a small Windows service that dials home over HTTPS — no inbound port, no VPN, no data lake. The agent talks to your database; Claude talks to the agent through us.
ProLaw
design partnerRead-only access to matters, time entries, WIP, clients, and professionals. Per-attorney row-level scoping enforced on every query. SQL stays inside the firewall.
NetDocuments
coming nextCloud + on-prem deployments reachable via the same agent framework. Documents, folders, version history. Ships after first firm asks.
iManage Work
coming nextBig Law DMS — documents, version control, ethical walls. Hybrid + on-prem supported. Ships after first firm asks.
Work you'd hand to a paralegal, now a sentence to Claude
The drafts come back in seconds, not hours. You review, you edit, you accept — nothing posts to any system until you say so.
Brief a matter across systems
"Catch me up on the Doe matter." Claude reads your case-management header, the last 30 days of notes, open tasks, and the next court date, then writes a one-page brief. A paralegal takes an hour; Claude takes ten seconds.
Dictate a call note — into the right case
After a client call, tell Claude what was said. It drafts the note using your firm's note-type dictionary, picks the right case across whichever system holds it, and shows you the draft. You read it once and approve.
Prep tomorrow's docket
"What do I have in court tomorrow, and what still needs to be done on each case?" Claude lists every hearing, flags open tasks across systems, and drafts status notes for anything that needs one.
Extract deposition follow-ups
Paste a deposition transcript and ask for commitments, deadlines, and open items. Claude turns them into draft tasks on the right cases — assigned, prioritised, due-dated — ready for review.
Pull a public-data filing
"Pull the last 10-K for Apple and summarize the risk factors that mention litigation." Claude hits SEC EDGAR, reads the filing, and gives you the section in plain English — useful for class-action targeting, securities work, or any matter where public filings matter.
Find the matter, read the file
"Which active cases have we heard nothing on in 30 days?" Claude searches your case-management, reads the recent note history, and surfaces the ones that need a call. Real discovery, not just a search result.
Turn incoming email into action
Forward a medical-records email or intake message and ask Claude to file it. It logs a phone message, drafts a task, or drops the attachment into your document folder with the right category.
Find precedent fast
"Find recent New York appellate decisions on contributory negligence in slip-and-fall." Claude searches CourtListener, reads the most-cited opinions, and writes you a one-page brief with citations — saved straight onto the matter.
Run your firm's CRM in plain English
"Show me every project for Smith Industries this quarter and who owns each." Claude reads your CRM tenant, joins projects to owners, and gives you the view a partner asks for at the Monday standup.
Beyond “help your paralegal” — replacing whole roles
Connectors are the plumbing. The next layer is autopilot for the jobs your firm pays the most to repeat — intake calls, demand letters, and the weekly “what's falling through the cracks” audit. Shipping over the next 6-8 weeks. If you want early access, mention it on the request form.
Intake Autopilot
An incoming call hits your RingCentral line. Claude runs the intake interview with the caller using your firm's qualifying script, opens a matter in SmartAdvocate / Filevine / ProLaw, and sends the engagement letter — 24/7, no paralegal required.
~2-3 weeksDemand Letter Autopilot
Given a matter ID, Claude pulls the case facts, medical bills, visits, and injuries; applies your firm's tone and jurisdiction's settlement norms; and drafts a demand letter on firm letterhead — ready for you to review and send.
~1-2 weeksAging Matters Audit
Free one-page report for any PI firm: paste your case-management API key, get back every matter with no activity in 90+ days, every statute-of-limitations risk, every stale lien. Email delivery. No commitment required.
daysFor the partners and the operator
Three things decision-makers ask about before rolling a tool out to the team.
Measurable time back
The dashboard shows each seat's hours saved, actions taken, and busiest workflows — across every connector you've enabled. Prove the value to partners with the same numbers attorneys see.
Your data, your tenants
Case data moves directly between Claude and each tenant — your case-management, your CRM, your firm's tools. Credentials are encrypted at rest with AES-256-GCM, master key in Azure Key Vault, scoped per user per connector.
Review seat by design
Claude drafts; your attorneys approve. Nothing writes to any system until a human signs off. Same role-and-permission boundaries your user already has in each tool.
Getting started
A few minutes from account to Claude answering your first question against your firm's data.
Pick your connectors
Choose which of your firm's tools Claude should access. Add credentials per connector — case-management, CRM, public-data sources, whatever you use. Each set of credentials stays in its own encrypted per-user vault.
Add the connector to Claude
Paste one URL into Claude's Settings → Connectors. Works on Claude Desktop, claude.ai, and mobile text chat. Same URL, every surface.
Ask in plain English
Your cases, contacts, projects, filings, and documents are tools now. Claude drafts, you approve, your systems update.
Ready to put Claude to work on your firm's tools?
Tell us about your firm and we'll get you set up within 1 business day.