Your firm already lives in Microsoft 365. Now Copilot can answer questions about your cases.

The Backdocket connector for Microsoft 365 Copilot is live on the Microsoft Marketplace. Ask Copilot Chat or Researcher about your firm in plain language, and it answers from your live Backdocket data. No exports. No copy-paste. No new screen to learn.

Ask Copilot About Your Cases

One question gets you the answer that used to take a report, a filter, and a spreadsheet.

With the Backdocket connector, Copilot can:

• Find claims and matters by client name, case number, status, or date
• Summarize a case: client, injuries, treatment, team, and key dates
• Look up contacts by name, email, or phone and see every case they touch
• Review open tasks, deadlines, and calendar events
• Run your firm’s saved Backdocket searches and summarize the results

Managing partners get the firm-wide view. Paralegals get the case details. Nobody waits on a report.

Secure by Design

• Each user signs in with their own Backdocket account. No shared keys.
• Copilot sees only what that user can already see in Backdocket, and only for their own firm.
• Your Microsoft 365 admin approves the connector before anyone in your organization can use it.
• Read-only. Copilot looks up your data. It does not create or change records.

Use the AI You Already Pay For

Most legal AI products resell the same models with a markup, then ask you to copy your case data into their system. You pay twice and maintain your data twice.

Backdocket skips the middleman. If your firm pays for Copilot, Copilot works on your cases. Backdocket adds no AI charge.

Copilot joins Claude, ChatGPT, Gemini, and Zoom AI Companion as ways to put the AI your team already uses to work on Backdocket. See First-Class AI for the full picture.

Get Started

• Requirements: an active Backdocket account, plus a Microsoft 365 Copilot license or Copilot Chat access for your organization.
• Step 1: your Microsoft 365 admin approves the Backdocket connector for your organization.
• Step 2: turn on Backdocket as a source in Copilot Chat.
• Step 3: sign in with your Backdocket account and start asking.

Step-by-step setup: Connect Backdocket to Microsoft 365 Copilot. Using something else? See all supported AI connectors.

Want to see it in action? The Backdocket team will walk you through it on your own cases.

Most legal software treats “AI integration” as a feature you wait for a vendor to build. Backdocket has taken the opposite approach since day one: every endpoint in the platform is already exposed through an open Model Context Protocol (MCP) server, so any AI that speaks MCP can connect to your case data. No custom build required.

That openness just paid off. Backdocket’s MCP server has been verified compatible with Zoom AI Companion, which now supports connecting to custom MCP servers as connectors.

What This Means for Your Firm

If your team already uses Zoom for meetings, client calls, or internal collaboration, you can add Backdocket as a custom MCP connector inside Zoom AI Companion. Once connected, Zoom AI Companion can:

• Look up claim status, deadlines, and case notes without leaving a Zoom meeting or chat
• Pull financial and billing data from a case ledger
• Run the ad hoc reports your team already asks Backdocket’s AI Case Chat for, like average settlement by claim type, outstanding records requests, or upcoming deadlines, from inside Zoom
• Trigger governed, risk-classified actions in Backdocket, subject to the same confirmation requirements as every other MCP client

Backdocket has also submitted an app to the Zoom App Marketplace, currently pending Zoom’s review. Once approved, firms will be able to find and add Backdocket directly from the Marketplace. You don’t need to wait for that. Backdocket’s API is already open and AI-discoverable, so any firm can connect it as a custom MCP connector in Zoom AI Companion today.

Why This Is Different From “Integrations”

Most practice management platforms hand you a curated list of pre-built integrations and call it a day. Backdocket’s MCP server takes a different approach. It exposes the full API, ships with a searchable documentation index so the AI can find the right endpoint on its own, and executes sandboxed scripts for multi-step or aggregate questions. Every endpoint carries a risk classification: reads run freely, while writes and financial transactions require explicit confirmation.

Zoom AI Companion is the latest example of what that openness enables. It won’t be the last. Any AI with MCP support can connect the same way.

Getting Started

Firms already on Backdocket can enable an API key and add Backdocket as a custom connector in Zoom AI Companion’s settings. No data migration, no separate contract, no additional fee from Backdocket.

Step-by-step setup: Connect Backdocket to Zoom AI Companion. Using something else? See Connect Backdocket to Your AI Assistant for Claude, ChatGPT, Microsoft 365 Copilot, and Gemini.

Want to see it in action? The Backdocket team will walk you through it on your own cases.