SETTLEFY + CLAUDE
Your client records.
Your case preparation.
Use Claude with Settlefy to review the records a client has approved, request missing documents, and save shared case notes. The client controls which packet Claude can access.
Settlefy is a preparation and collaboration tool. A qualified lawyer reviews the source records, drafts and legal decisions. AI output may be incomplete or inaccurate; it does not file a claim, establish representation or determine eligibility.
Before you connect
You need an active, verified Settlefy account and a Claude account or workspace that supports custom connectors. Client-record tools also require a reviewed lawyer profile, a packet assigned to your exact receiving email, and the client’s separate approval for Claude. Connecting your account alone does not unlock client records.
Connect Settlefy
- In Claude, open Settings → Connectors → Add custom connector.
- Name it Settlefy and enter
https://settlefy.com/api/mcp. - Choose “Use your own OAuth client,” or open advanced settings. Enter the public client ID
da8c8155-cdd0-47e8-9e2a-62853c608518. Leave the client secret blank. - Sign in to Settlefy using Apple, Google, Microsoft (when enabled), or email, choose the permissions you need and approve the connection. Client case work requires “Read client packets” and, for requests or notes, “Request client records and save shared case notes.”
- Return to Claude and enable Settlefy’s tools for your conversation. Review write actions before allowing them.
Manage connections and permissions →
Get the client’s approval
The client uploads records through Case Sharing, reviews the named lawyer and exact selected information, then shares an expiring packet. In the Client Case Workspace, they review that packet and separately approve Claude. Only this snapshot and the shared case-work entries associated with it are included. Future uploads require a new reviewed packet and new approval.
Work inside the conversation
Ask “Open my Settlefy case workspace.” In hosts that support MCP Apps, an interactive workspace appears in the conversation. Choose a client-approved packet, read selected records, and review shared activity. Use Request records or Add note, review the exact text and source records, then save it to the client workspace. The Settlefy case desk uses our warm-paper, pine and orange identity and follows the host’s light or dark theme. With the relevant permissions, switch to Following to manage saved cases, Firm studio to review and save draft edits, or Connection to check your account and professional profile. Each write action includes an explicit review or confirmation step. If interactive apps are unavailable, the same tasks remain available through Settlefy’s chat tools.
Try these workflows
- “List my client-approved Settlefy packets. Show the selected records and outstanding record requests for the packet I choose.”
- “Read the approved text records for this packet. Draft a chronology with document and page references, and identify dates that need verification. Show me the draft before saving a shared case note.”
- “Draft a request for the missing treatment records. After I review it, save it to the client’s Settlefy workspace.”
Saved notes and requests are visible to the client and named lawyer. Clients can respond in Settlefy. These are shared entries, not private attorney work-product drafts. No email or medical-provider retrieval request is sent automatically.
What the connector can do
With the permissions you choose, it can read account status and followed cases, follow or unfollow cases, read your professional profile, and read or edit your existing firm-page draft. Verified lawyers can list client-approved packets, read their selected information, extract PDF/text records, request additional records, and save shared notes with document references. Publishing a firm page, approving client sharing and deleting an account stay in Settlefy.
Record limits and review
PDF extraction reads embedded text; it does not perform OCR. Scanned pages, images, Word files and spreadsheets require original-file review. PDF extraction is limited to 300 pages and approximately one million characters, delivered in segments. Check page references, missing pages and the original record before relying on a summary. New records are collected through client uploads.
Privacy and revocation
Selected packet data may include personal or medical information. With the client’s separate approval, it is sent to Anthropic under the lawyer’s Claude account terms and settings. Use an account and contractual arrangement appropriate for the data you handle; Settlefy does not claim that connecting establishes a HIPAA agreement or other compliance status.
Settlefy encrypts stored packet and note contents. The client can review AI access events and revoke a provider for a packet; the lawyer can revoke an account connection. Packet expiry, suspension and revocation block future access. Copies already returned to Claude cannot be recalled. The connector does not request Claude conversation history or memory. It saves only the note/request text explicitly sent to its write tools, and records access metadata.
Read the privacy policy and terms →
Troubleshooting
- No packets: check your verified professional profile, exact receiving email, active packet and the client’s Claude approval.
- Missing tools: check the permissions selected during linking. Revoke and reconnect to choose a different set.
- Access ended: check packet expiry, revocation and account status. A new packet needs a new client approval.
- Empty PDF text: review the original file; scanned pages may contain no embedded text.
- Connection fails: use the exact HTTPS endpoint and public client ID above, with no client secret. Workspace policies may require an administrator to allow custom connectors.
For support or security reports, email brett@meta.clinic. Include the failing step and a general error description. Do not email client records, passwords or tokens.