Features by connector
Pick a connector to see exactly what Claude can read and write — and filter by plan tier to see which capabilities are included in Solo or unlock at Team+. Every tool is a slice of real work you can hand off in plain English and review before it lands in the system of record.
SmartAdvocate, hand-off-able to Claude
Cohesive360's first connector — Claude operating your SmartAdvocate tenant directly. 185 tools across 20 capability areas covering the entire case-management surface. 21 write tools flow through the entity DSL with 84 unit tests + destructive-PUT protection.
Time back for attorneys and staff
Catching up on a case, logging a call, drafting a status update, pulling medical-records timelines — the everyday SmartAdvocate clicks collapse into Claude prompts. Attorneys stay in the review seat; the connector does the navigation.
Your data stays in your tenant
Every API call hits your SA tenant directly with your credentials. Cohesive360 never persists SA case data; we transit each request, return the response, and discard. Encrypted-at-rest credential vault, master key in Azure Key Vault.
Human in the loop by design
Writes that touch money, statutes-of-limitation, or third-party communications all draft for review by default. Claude shows the payload it's about to POST; you confirm before it commits to SA.
Plan tiers gate capability areas, not API access scope. For pricing, see the Pricing page.
Capabilities
13 workflow areas in Solo plan. Click any capability to expand its “what you can ask” examples and the underlying tool names. Use the sidebar to jump.
Full-text search, recent-cases, case-by-status, by client name, by case number. The starting point for every workflow.
Full-text search, recent-cases, case-by-status, by client name, by case number. The starting point for every workflow.
What you can ask Claude
- “Show me my open cases”
- “Find the Garcia v. Allstate matter”
- “List active cases assigned to me”
- “What's the most recent case I touched”
Underlying tools (11)
search_casesget_active_casesget_all_active_casesget_case_overviewget_case_detailsget_case_datesget_case_status_historyopen_pagecreate_casewho_am_iget_sa_catalogRead the activity feed, draft new notes, edit existing notes, change case status with comment, post phone-call recaps.
Read the activity feed, draft new notes, edit existing notes, change case status with comment, post phone-call recaps.
What you can ask Claude
- “Pull the last 20 notes on Garcia”
- “Write a note: 'Spoke with adjuster — settlement at $85K'”
- “Update the status on Lopez to 'In Discovery'”
Underlying tools (8)
get_case_notescreate_noteupdate_noteget_noteget_note_typesupdate_case_statusupdate_status_commentterminate_case_statusRead open tasks per case, create new tasks with due dates + assignees, update status, search across the firm's task corpus.
Read open tasks per case, create new tasks with due dates + assignees, update status, search across the firm's task corpus.
What you can ask Claude
- “What tasks are open on Garcia”
- “Create a task: order MRI records, due Friday”
- “What's on my plate this week across all cases”
Underlying tools (4)
get_case_taskscreate_taskupdate_tasksearch_tasksRead per-case + office-wide calendar, schedule events, manage attendees + locations.
Read per-case + office-wide calendar, schedule events, manage attendees + locations.
What you can ask Claude
- “What's on the Garcia calendar next week”
- “Schedule a deposition on Smith v. Jones for July 12 at 10am”
- “Show me office calendar for next month”
Underlying tools (3)
get_case_calendarget_office_calendarcreate_calendar_eventLog phone calls, create phone messages, review case-call history. Pair with RingCentral for transcripts + summaries.
Log phone calls, create phone messages, review case-call history. Pair with RingCentral for transcripts + summaries.
What you can ask Claude
- “Log a 12-minute call with adjuster Lisa Kim today”
- “Create a phone message on Garcia: client called requesting update”
- “Show me every phone call logged on Smith v. Jones”
Underlying tools (5)
get_case_callslog_phone_callupdate_calldelete_callcreate_phone_messageLog billable / non-billable time entries, edit, review by user + date range. Backed by SA's time-entry catalog.
Log billable / non-billable time entries, edit, review by user + date range. Backed by SA's time-entry catalog.
What you can ask Claude
- “Log 1.2 hours of legal research on Smith today”
- “Show me all my time entries from last week”
- “Fix yesterday's 0.6-hour entry — should be 1.6”
Underlying tools (4)
log_time_entryupdate_time_entrydelete_user_timeget_user_time_entriesList per-case documents, upload (PDF extracted to text), download (PDF/Word), search across the firm's document corpus, manage folders + categories.
List per-case documents, upload (PDF extracted to text), download (PDF/Word), search across the firm's document corpus, manage folders + categories.
What you can ask Claude
- “List documents on Garcia”
- “Upload this MRI report to the medical-records folder”
- “Find every settlement demand letter we sent this year”
Underlying tools (10)
get_case_documentsupload_documentdownload_documentget_document_download_linkget_case_retainer_statementsearch_documentsupdate_documentget_document_categoriesget_document_foldersrequest_document_batch_exportTrack carriers, policies, adjusters, claim numbers, coverage limits per case.
Track carriers, policies, adjusters, claim numbers, coverage limits per case.
What you can ask Claude
- “Show me the insurance on Garcia”
- “Add Geico as defendant insurer with claim #ABC-12345”
- “Update the adjuster on Smith v. Jones”
Underlying tools (3)
get_case_insuranceadd_insuranceupdate_insuranceFor MVA cases — track involved vehicles with VIN, plate, damage notes, owner.
For MVA cases — track involved vehicles with VIN, plate, damage notes, owner.
What you can ask Claude
- “List vehicles on Garcia”
- “Add a 2019 Honda Civic VIN ABC123 as plaintiff vehicle”
- “Update the damage description on Lopez's defendant vehicle”
Underlying tools (4)
get_case_vehiclesadd_vehicleupdate_vehicledelete_vehicleTrack the incident (date, location, mechanism) and injuries (ICD-coded body parts, severity, treatment status).
Track the incident (date, location, mechanism) and injuries (ICD-coded body parts, severity, treatment status).
What you can ask Claude
- “Pull the incident details on Garcia”
- “Add cervical strain to Lopez's injuries with ICD-10 S13.4XXA”
- “Update the injury summary on Smith v. Jones”
Underlying tools (6)
get_case_incidentupdate_incidentget_case_injuriesadd_injury_detailsadd_injury_by_icdupdate_injury_summaryEnd-to-end medical tracking — add providers, log visits, log bills, request records. The PI workhorse capability.
End-to-end medical tracking — add providers, log visits, log bills, request records. The PI workhorse capability.
What you can ask Claude
- “List medical providers on Garcia”
- “Add Dr. Patel at Coastal Medical as treating physician”
- “Log a $4,200 MRI bill from Coastal Imaging”
- “Request records from St. Joseph's for Lopez”
Underlying tools (16)
get_case_medical_providersadd_medical_providerupdate_medical_providersearch_medical_providersget_provider_visitsadd_medical_visitupdate_medical_visitget_provider_billsadd_medical_billupdate_medical_billget_provider_paymentsrecord_paymentupdate_paymentget_medical_records_requestscreate_medical_records_requestupdate_medical_records_requestSearch the firm's full contact roster — clients, opposing counsel, providers, experts, witnesses. Add new contacts, update existing.
Search the firm's full contact roster — clients, opposing counsel, providers, experts, witnesses. Add new contacts, update existing.
What you can ask Claude
- “Find all contacts at St. Joseph's Hospital”
- “Create a contact for Maria Lopez — cell + work email”
- “Update Dr. Patel's office address”
- “Add Garcia's spouse as a related contact”
Underlying tools (21)
search_contactsget_contactcreate_contactupdate_contactget_contact_addressesadd_contact_addressupdate_contact_addressget_contact_emailsadd_contact_emailupdate_contact_emailget_contact_phonesadd_contact_phoneupdate_contact_phoneadd_contact_to_caseget_case_contactsget_related_casesfind_firm_userlist_firm_usersget_user_full_infoget_user_full_info_by_idget_users_full_infoLimits and roadmap
What the SmartAdvocateconnector can't do today, and why. We update this when things change.
Not in the vendor's API
Capabilities the vendor handles through admin UI or internal endpoints rather than the documented public API.
- SA reports and saved searches. Custom reports + saved-search execution stay in SA's UI. The connector reads case data; report-builder logic is firm-specific and needs careful UX before chat exposure.
- SA user / role / access-rule admin. Adding users, changing roles, editing access rules stay in SA's admin UI for safety. The connector reads the user roster but doesn't modify it.
On the roadmap
Technically possible but not yet prioritised. Email product@cohesive360.com if any of these would change your decision to roll out.
- SA-side templates + document generation. SA has document templating; the connector lists templates but doesn't yet trigger merges. Coming in a future ship.
- Email integration. Outlook/Exchange sync is SA-server-side. The connector reads incoming emails attached to cases but doesn't compose outbound — that stays in your mail client.
Safeguards built into the connector
Defensive behaviours we put in the client because the underlying systems don't.
Encrypted credential vault — your tenant only
Your SA baseUrl + username + password are AES-256-GCM encrypted at rest, master key in Azure Key Vault, AAD bound to your user ID. We never see your password in plaintext outside the brief window during a tool call.
Every API call hits YOUR tenant directly
Cohesive360 doesn't persist SA case data. Each request is transited live to your firm's SA tenant with your credentials; the response streams straight back to Claude and is discarded after.
Tenant-binding on activation
The SA JWT's host claim is captured on first successful activation and pinned on the license. Attempts to use the license against a different SA tenant return 'tenant_mismatch' and refuse.
Write-with-review on money + statutes
Settlements, disbursements, checks, lien updates, status changes, and incident-date edits all render the payload for review first. Claude never auto-commits anything money- or limitations-sensitive.
Entity DSL + sentinel tests
21 of SA's write tools flow through the entity DSL (defineEntity) with 84 unit tests — input args → expected SA body. Destructive-PUT protection codified after the 2026-04-30 injuries-summary scare.
What SmartAdvocate via Cohesive360 is not
Honest boundaries — what Claude through this connector cannot guarantee.
Cohesive360 is a facilitation channel between Claude (Anthropic) and your SmartAdvocatetenant. Claude's responses are Anthropic's output; the underlying data is the vendor's system of record. We transport requests and responses; we do not generate, review, or validate Claude's output, and we do not operate the vendor's API.
Claude can be wrong. It can misread a record, misinterpret a date, draft against the wrong matter, or summarise 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.
The vendor 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 the vendor refuses a call.