Connect Backdocket to ChatGPT

Connect

1. Open your apps or connector settings in ChatGPT. Add Backdocket from the app directory, or, on a plan that supports custom connectors, add one with the server URL https://ai.backdocket.com/mcp.

2. On Business and Enterprise plans, an administrator may need to enable the app for your workspace first.

3. Sign in with your own Backdocket account when the assistant opens the Backdocket sign-in page, and approve access.

4. Use Backdocket in your conversation and ask a question.

Tips

• ChatGPT may ask you to confirm before Backdocket changes data.

Example prompts

• “Using Backdocket, how many open cases does the firm have, broken down by case type?”
• “In Backdocket, how many cases is each attorney handling?”
• “Summarize the Backdocket case Smith_John_AA.”
• “Which Backdocket tasks are past due, and who are they assigned to?”
• “Which Backdocket cases have had suit filed?”

Security and permissions

• Each user signs in with their own Backdocket account.
• The assistant sees and changes only what that user is already permitted to see and change in Backdocket, and only for their own firm.
• Emails and text messages are not sent without the user’s explicit approval.
• You can disconnect Backdocket at any time from your assistant’s connector settings.

Other AI assistants

• Claude
• Microsoft 365 Copilot
• Zoom AI Companion
• Gemini
• All AI assistants

Technical details

Server URL, authentication details, and the full list of connector tools: ai.backdocket.com.

Support

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