Prepared for Lengea — April 2026
Your four practice areas need different tools — medical spa clause libraries look nothing like employment agreement templates. Here's how I'd build a Claude-native legal practice infrastructure that scales with your firm.
Who I am
I build production MCP servers and Claude plugin architectures. My work focuses on turning domain-specific workflows into Claude-native tools — the kind your team uses through conversation, not another dashboard to learn. I've built orchestration systems that coordinate specialist agents across CRM, data extraction, and content generation.
ICP Discovery Pipeline — a multi-agent system that coordinates prospect research, scoring, and CRM integration. Same architectural pattern: MCP servers connecting Claude to external APIs, structured data flows, and domain-specific tooling.
Previous build
Orchestrator agent dispatches researcher agents that query external APIs (Exa, Google Places, Firecrawl), score prospects against configurable criteria, and commit results to a CRM (Attio) through a real-time dashboard. The system processes hundreds of prospects autonomously with full audit trails.
Same pattern applies to Lengea: MCP servers connecting Claude to Clio, clause libraries, and legal research APIs — domain-specific tools your attorneys use through conversation.
Previous build
Autonomous agent that centralizes CRM management and ticketing workflows — handles operational tasks across systems without manual intervention. Proof that AI-driven CRM automation works at the workflow level, not just the API level.
Directly relevant to Lengea's client intake and matter management needs — the same CRM automation pattern applied to legal practice management.
Most firms bolt AI onto existing tools. We build it into Claude where your team already works.
Multiple tools that don't talk to each other. Your team switches contexts constantly. Each tool has its own login, its own logic, its own limitations. AI is an add-on, not the interface.
Three purpose-built servers that give Claude deep access to your practice management, document templates, and legal research. Your attorneys interact with one interface — Claude — and it handles the rest.
At 2,000+ clients across four practice areas, even small efficiency gains compound fast.
Each server is independent but they compose together inside Claude Cowork Enterprise. Build one, prove value, expand.
Phase 1 — Weeks 1-4
Connects Claude directly to your practice management system. Client intake, matter creation, conflict checks, task assignment, document uploads — all through conversation.
Tools
Phase 2 — Weeks 5-10
Template engine with jurisdiction-aware clause libraries. Generate MSO agreements, compliance audit checklists, employment contracts — each customized by state and practice area.
Tools
Template coverage
Phase 3 — Weeks 11-16
AI-powered research tools — jurisdiction comparison, case law search, regulatory summarization. Generate cited legal memos in minutes instead of hours.
Tools
What currently takes 45-60 minutes becomes a 10-minute Claude conversation.
"New client — Dr. Sarah Park wants to open a medical spa in Texas. She needs entity formation and compliance review."
Searches existing contacts and matters for conflicts. Returns clear or flags issues for review.
New contact record, new matter tagged with practice area (Medical Spa Law), linked documents and intake checklist.
Paralegal gets MSO/MSA drafting task. Associate gets Texas scope-of-practice research. Calendar entries created for follow-ups.
DocGen MCP assembles a Texas MSO agreement draft from templates, selecting jurisdiction-specific clauses automatically. Uploaded to the matter in Clio.
Clio integration, document assembly with state-specific clause libraries, and legal research — each installed in your Claude Cowork Enterprise environment, ready for your team to use.
Full documentation as markdown that Claude itself can read. Your team can ask Claude how any tool works, what it does, and how to extend it — no separate wiki to maintain.
You own everything. No vendor lock-in, no licensing fees, no dependency on me for changes. Your team can customize, extend, and maintain the servers directly.
Phased delivery — prove value with Phase 1 before expanding.
Contact search, matter creation, conflict checks working in Claude. Team can start testing.
Full Clio MCP server deployed with 10+ tools, documented, and tested with your team.
Document generation server with clause libraries covering your top practice areas and jurisdictions.
Legal research server with jurisdiction comparison, memo generation, and regulatory monitoring.
Reply on Upwork and I'll send a detailed scope for the Clio MCP server within 24 hours.
I'd love to discuss which practice area to prioritize and how your team is currently using Claude.