A channel between Claude and your SmartAdvocate
Cohesive360 gives Claude 17 ways to read and draft against the data in your SmartAdvocate tenant. Nothing new is added to SA — the workflows you already do by clicking through tabs become a sentence to Claude, and you stay in the review seat.
What the channel carries
Each tool reflects one type of interaction Claude can have with your tenant. Tools respect your SA user's own role and permissions — if your SA account can't write tasks, neither can Claude through this connector.
Search & open cases
Find a case by name, number, email, phone, or status. Pull the full case header including plaintiff, defendants, case type, office, and status.
search_casesget_active_casesget_case_detailsopen_pageNotes — read and write
Read the full note history on a case (HTML stripped, 500-char excerpts). Create new notes using your firm's configured note types. Edit existing notes.
get_note_typesget_case_notescreate_noteupdate_noteTasks
Read, create, and edit tasks. Claude picks the right priority (Critical / High / Normal / Low) and status from SA's dictionaries, assigns to the right staff member, and sets due dates in your timezone.
get_case_taskscreate_taskupdate_taskCalendar events
Pull upcoming court dates, depositions, and meetings. Draft new calendar events. (Note: SA's REST surface for calendar creation returns generic errors — we fall back to a deep link if the API rejects the payload.)
get_case_calendarcreate_calendar_eventLog phone calls
Log a phone call against a case. Because SA has no REST endpoint for phone messages, we write it as a structured note with type 'Phone Message'.
create_phone_messageUpload documents
Drop a file into SA's hot-folder with an XML sidecar — same pattern as the Outlook plugin. SA auto-imports with the right category and subcategory on its next watcher pass.
upload_documentContacts
List all parties on a case (plaintiff, defendants, providers, referral sources, staff) with roles and contact details.
get_case_contactsDeep links
Every tool returns a clickable URL straight to the SA page, so you can jump from Claude's response into the case-management UI for anything the API doesn't cover.
open_page (all case/note/task views)Built-in safeguards
Defensive behaviours we put in the client because the underlying systems don't.
License bound to your SA tenant
On first activation the license pins itself to your SmartAdvocate tenant. Use against a different tenant is refused. This is a reasonable deterrent against key sharing, not a claim of absolute prevention.
SA credentials stay on your machine
Your SmartAdvocate username and password live only in your local Claude Desktop config. Cohesive360's service never receives or stores them. Case data moves directly between your machine and your SA tenant — it does not transit our infrastructure.
Circuit breaker on bad credentials
If SA rejects a password, the client records the rejection and stops retrying with the same credentials. The goal is to avoid the retry-storm pattern that can cause SA account lockouts. Update any of username/password/URL to clear the block.
Rate-limit backoff
When SA responds with 429 or 503 the client respects the Retry-After header and retries with exponential backoff up to 3 attempts. If SA keeps refusing, Claude surfaces the error and suggests trying again later.
What Cohesive360 is not
We want to be upfront about the boundaries of this product.
Cohesive360 is a facilitation channel between Claude (Anthropic) and your SmartAdvocate tenant. Claude's responses are Anthropic's output; your case data is SmartAdvocate's system of record. We transport requests and responses between the two; we do not generate, review, or validate Claude's output, and we do not operate the SmartAdvocate API. For any issue with either of those services, responsibility sits with the service at issue — not with us.
Claude can be wrong. It can misread a note, misinterpret a date, draft a task against the wrong case, or summarise something incorrectly. Treat every draft as a draft — review it before you accept it, particularly anything that affects a deadline, a client communication, or a matter already in motion. Cohesive360 is a tool that sits beside your professional judgment; it is not a substitute for it.
SmartAdvocate can be unavailable. The API can rate-limit, return errors, or reject requests for reasons specific to your tenant configuration. When that happens, Claude will tell you — but we have no control over when or why SA refuses a call.
Known operational limits
Practical constraints today. We update this page when they change.
SA API rate limits. At peak load (month-end reports, big exports), the SA server can rate-limit or return 503s. The client respects Retry-After and retries with exponential backoff up to 3 attempts; if the failure persists, Claude surfaces the error and you can retry after a minute. Published rate-limit numbers are not available from SA today.
No OAuth. SmartAdvocate's CaseSyncAPI currently authenticates with username+password JWT only. Cohesive360 uses the same endpoint their internal SPA uses. If SA adds OAuth support, we plan to wire it in.
Desktop only today. The connector runs as a local MCP process inside Claude Desktop. A remote-server (web + mobile) version is on our roadmap, pending Anthropic Connector Directory review.