Question 1

Can I connect an AI assistant like Claude to the marketplace?

Accepted Answer

Yes. Direct Share exposes an MCP (Model Context Protocol) server at intake.attorneyshare.com/api/mcp/mcp. Add it as a custom connector in Claude (or any MCP-compatible agent), authenticate with your Direct Share API key, and you can ask your assistant in plain English to search the live marketplace. For example: “find me California PI referrals.” It returns matches ranked by fit and recency.

Question 2

Is the AI agent connection secure, and what can it do?

Accepted Answer

You stay in control. The connection uses your private Direct Share API key, so treat it like a password. Read tools let your agent search the marketplace, check the referrals you’ve sent, review the proposals on them, and summarize what changed on your cases. Action tools let it submit proposals, post referrals from intake transcripts, accept a proposal, repost an expired referral, request a status update from the receiving attorney, and update case status. Your AI app lets you choose which actions need your approval, and accepting a proposal always requires an explicit confirmation because it can’t be undone.

Question 3

Can I use it to manage the referrals I’ve sent?

Accepted Answer

Yes. Ask your agent how your referrals are doing and it lists them by stage (open, matched, signed, needs action). It can show every proposal on a referral alongside the proposing attorney’s track record, accept the one you choose, repost referrals that expired without a match, and ask the receiving attorney for a status update on signed cases, all from chat.

Question 4

What is the Direct Share API?

Accepted Answer

Direct Share is a REST API that connects your intake systems to Attorney Share’s marketplace. It has two referral-creation endpoints: one that accepts structured data (practice area, jurisdiction, contact info, summary) and one that accepts a raw agent-client transcript and uses AI to extract all the details automatically. Both create a referral posting in seconds.

Question 5

How does the AI transcript processing work?

Accepted Answer

POST your intake transcript (minimum 200 characters) to the /referrals/from-transcript endpoint. Our AI reads the conversation, extracts practice area, jurisdiction, contact info, incident date, and a case summary with PII removed, then posts the referral. Fee defaults to 25% but you can override it per call.

Question 6

What intake sources does it work with?

Accepted Answer

Anything that can make an HTTP request: AI intake platforms (Capture Now, Lawyer Line AI, Legal Navigator AI, Whippy AI, Lawbrokr AI), call centers, web forms, CRMs, and custom systems. Generate your API key from Account Settings and start posting.

Question 7

Can I send to my private network before the public marketplace?

Accepted Answer

Yes. Set a duration window (1–96 hours) in your API call and the referral goes to your private network first, if you have one. If no one picks it up within the window, it falls back to the public marketplace automatically.

Question 8

What does it cost?

Accepted Answer

The API is free to connect with unlimited posting. On the Free plan, receiving attorneys pay a flat match fee per signed case. On the Network plan ($999/month), your firm covers all match fees so your partners pay nothing. Best if you’re posting at volume. We never take a percentage of co-counsel fees.

Question 9

Where can I find the full API documentation?

Accepted Answer

Full OpenAPI documentation with endpoint specs, request/response schemas, and authentication details is available at intake.attorneyshare.com/docs.

Question 10

Does Direct Share support webhooks?

Accepted Answer

Yes. Add webhooks in Account Settings > Direct Share API and Attorney Share pushes events to your own URL. Case Created fires when a new marketplace case matches one of your saved filters. Matched Case and Signed Case fire to both firms on a case (the firm that sent it and the firm that received it) whenever that firm has a webhook set up. You can send each event to more than one destination.

Question 11

What case management systems does Attorney Share integrate with?

Accepted Answer

Attorney Share integrates with Clio, MyCase, Salesforce/Litify, Lead Docket, and other legal CMS platforms. Status updates sync automatically between both sides — no extra logins, no manual follow-ups.

Question 12

Does Attorney Share take a cut of my co-counsel fees?

Accepted Answer

Never. Attorney Share charges a flat match fee per signed case. We never take a percentage of your fees. Once matched, you work directly with the sending firm — no platform in the middle of your representation.

Ask your AI assistant
to find your next case.

One connection.
The whole marketplace.

Find and propose on cases

Run your referral book from chat

You stay in control

Get your API key.

Add the connector.

Just ask.

Connect. Share. Earn.

Get your API key.

Send transcripts or data.

Referral posts automatically.

Direct Share in 2 minutes.

Already using an AI intake solution?

Free to connect.
Upgrade when you scale.

Common questions.

Ready to
automate?

Ask your AI assistantto find your next case.

One connection.The whole marketplace.

Find and propose on cases

Run your referral book from chat

You stay in control

Get your API key.

Add the connector.

Just ask.

More than an agent.A full referral API.

AI transcript processing

Structured data mode

Works with any intake source

Send to your private network first

Configurable fee splits

Track every referral automatically

Events pushedto your stack.

Case Created

Matched & Signed

Multiple destinations

Connect. Share. Earn.

Get your API key.

Send transcripts or data.

Referral posts automatically.

Direct Share in 2 minutes.

Already using an AI intake solution?

Free to connect.Upgrade when you scale.

Common questions.

Ready toautomate?

Ask your AI assistant
to find your next case.

One connection.
The whole marketplace.

More than an agent.
A full referral API.

Events pushed
to your stack.

Free to connect.
Upgrade when you scale.

Ready to
automate?