Connect Backdocket to Claude

Use Backdocket in Claude on the web, the desktop app, and mobile.

Connect

1. Open your connector settings in Claude. Add Backdocket from the connectors directory, or add a custom connector with the server URL https://ai.backdocket.com/mcp.

2. On Team and Enterprise plans, an organization owner adds the connector for the organization first. Members then connect their own account.

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

4. Turn Backdocket on in your conversation and ask a question.

Tips

  • The first time Claude uses a Backdocket tool that can change data, it asks for your approval. You can choose to always allow it.

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

Technical details

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

Support

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