LegalZoom MCP Server Documentation
Getting Started
Requirements
- A LegalZoom account (free to create at legalzoom.com)
- An active LegalZoom Attorney Plan for attorney consultation features:
- Business Advisory Plan— for business legal matters (LLC, contracts, IP, employment)
- Personal Legal Plan— for personal legal matters (estate planning, family, consumer)
- Users without a plan will be guided through the purchase flow within the conversation
Connecting in Claude
- Open your Claude app (Claude.ai, Claude Desktop, or Claude Code)
- Navigate toConnectorsin your settings
- FindLegalZoomand clickConnect
- Sign in with your LegalZoom account to complete the OAuth flow
- You're ready — Claude can now access LegalZoom attorney consultation tools
Features
Attorney Consultation Routing
Entitlement and Plan Management
Jurisdiction-Aware Scheduling
Document Sharing
Available Tools
Tool
|
Description
|
|---|---|
check-attorney-consultation-entitlements
|
Check if the user has attorney consultation access and determine next steps
|
get_consultation_topics
|
Get available attorney consultation specializations (contracts, business formation, IP, employment, estate planning, etc.)
|
get_valid_locations
|
Get valid US state and territory codes for attorney matching and jurisdiction validation
|
get_attorney_availability
|
Check when attorneys are available for consultation by topic and location
|
request_attorney_review
|
Connect the user with a LegalZoom attorney for professional legal review with full conversation context
|
attach_document_to_attorney_review
|
Attach a document to an existing attorney review for the attorney to access in their portal
|
prepare_document_upload
|
Get a one-time upload URL for attaching documents in environments where direct file access is unavailable
|
add-bap-to-cart
|
Add a Business Advisory Plan or Personal Legal Plan to the user's cart when they need to purchase consultation access
|
attorney-consultation-redirect
|
Redirect users to complete checkout or begin consultation setup based on entitlement status
|
Use Cases and Examples
Contract and Document Review
Business Formation and Governance
Estate Planning
Employment and HR Legal Questions
Supported Practice Areas
Practice Area
|
Example Matters
|
|---|---|
Contracts
|
NDA review, MSA negotiation, vendor agreements, SaaS terms
|
Business Formation
|
LLC formation, operating agreements, corporate governance
|
Intellectual Property
|
Trademark, copyright, patent questions, IP licensing
|
Employment Law
|
Employment agreements, non-competes, HR policies, contractor issues
|
Estate Planning
|
Wills, trusts, powers of attorney, healthcare directives
|
Real Estate
|
Commercial leases, property transactions
|
Tax
|
Entity structure, tax implications (referred to tax specialists for complex matters)
|
Compliance
| Secretary of State, business licenses, annual reports |
General Civil
|
Other legal questions not fitting specific categories
|
Troubleshooting
Connector Not Connecting
Authentication Failures
Tools Not Appearing
Entitlement Errors
Partial Failures
Authentication
- No plan:Entitlement check and plan purchase flow only
- Business Advisory Plan:Full attorney consultation access for business legal matters
- Personal Legal Plan:Full attorney consultation access for personal legal matters
Privacy and Data Handling
- The server only accesses data explicitly requested by the user
- No data is stored beyond session requirements
- All data transmission is encrypted via HTTPS/TLS
- When an attorney review is created, the conversation context you choose to share is transmitted securely to LegalZoom's Experts Collaboration Platform