LawVu

Delete a legal note. This action cannot be undone; confirming intent with the user before calling is recommended.

delete_legal_note

Delete a status message from a contract. This action cannot be undone; confirming intent with the user before calling is recommended.

delete_contract_status_message

Delete a message from a matter conversation. This action cannot be undone; confirming intent with the user before calling is recommended.

delete_matter_conversation_message

Delete a status message from a matter. This action cannot be undone; confirming intent with the user before calling is recommended.

delete_matter_status_message

Get detailed usage guide for LawVu tools — field lists, enum values, filter examples, and tips. Use when you need more detail than the short tool description provides.

explain_tool

Get file content by ID. Response always includes fileName, contentType, and sizeBytes metadata. - **Text files** (txt, csv, html, json, xml): returned as text content - **Images** (png, jpg, gif, etc.): returned as native image content - **PDF/DOCX**: text is extracted automatically; look for contentEncoding="extracted" in the response. - **version**: reads a specific version of the file. Omit for the latest version.

read_file

Read the full content of a knowledge article by ID, including extracted text from PDF/DOCX attachments. Call this after search_knowledge or list_articles to get the full body text needed to answer the user's question.

get_article

Retrieve the creation schema for a contract type — lists all required and optional fields with their types, valid options, and conditional rules. Call this BEFORE create_contract to discover every field you can populate. Fill as many fields as possible from available context, including optional ones.

get_contract_creation_schema

Retrieve a single contract by ID. Use after search_contracts or search_all to get full details (custom fields, parties, dates) for a specific contract.

get_contract

Retrieve the creation schema for a matter type — lists all required and optional fields with their types, valid options, and conditional rules. Call this BEFORE create_matter to discover every field you can populate. Fill as many fields as possible from available context, including optional ones.

get_matter_creation_schema

Retrieve a single matter by it's Internal ID. If given a matter reference number (like "LV####-#####"), call search_matters first. Use after search_matters or search_all to get full details (custom fields, team, dates) for a specific matter.

get_matter

Get the full profile of the currently authenticated user, including job title, department, role, specialities, teams, and organisation permissions.

get_my_profile

Join a contract to gain Member access. Call this when you receive a contract_access_required error, or when a user asks to join a contract. Checks access eligibility first — only contracts with 'access' level can be joined.

join_contract

Join a matter to gain Member access. Call this when you receive a matter_access_required error, or when a user asks to join a matter. Checks access eligibility first — only matters with 'access' level can be joined.

join_matter

List status messages (updates) posted on a contract. Returns messages with author info and timestamps, ordered by creation date.

list_contract_status_messages

Retrieve available contract types. Check hasWizard to determine creation path (wizard vs file-based). Check teamAssignmentRequired for mandatory team assignment. Call explain_tool('list_contract_types') for details.

list_contract_types

List and filter contracts using exact field matching via OData $filter. Best for structured queries on known fields such as status, owner/id, type/id, and custom fields. Returns full contract data including custom field values. For keyword search, use search_contracts instead. created/dateUtc is not supported. owner/email is not filterable via OData.

list_contracts

List messages in a matter conversation. Returns the full conversation history by default, with author info, timestamps, and attachments. Optionally paginate via take (page size) and from (offset).

list_matter_conversation_messages

Retrieve all custom field definitions — discover field API names (id), display names, and types (Text, Decimal, Boolean, Date, Option, MultiOption, User). Option examples: Dropdown, RadioGroup, List, Department, Region, Priority, BillingMethod, BillingIntention. MultiOption examples: CheckboxList, Lookup. For Option/MultiOption fields, call list_field_options to discover valid values. Auto-paginates unless skip/top are provided.

list_fields

Retrieve valid options for an Option or MultiOption field. Option examples: Dropdown, RadioGroup, List, Department, Region, Priority, BillingMethod, BillingIntention. MultiOption examples: CheckboxList, Lookup. Use exact returned 'value' tokens (including numeric-looking strings), not labels. Auto-paginates unless skip/top are provided.

list_field_options

List and filter knowledge articles by tags, category, or user roles. Role filter values are numeric UserRole enums: 1=Administrator, 2=InhouseLegal, 3=Contributor, 4=Standard, 5=External, 20=MatterManager. Knowledge articles contain company policies, procedures, how-to guides, templates, and reference material. Returns metadata only — full body text is available via get_article(articleId). For keyword search with relevance ranking and highlights, use search_knowledge instead.

list_articles

Retrieve the knowledge base category tree (hierarchical with subcategories). Use category IDs with list_articles categoryId filter. Set includeEmpty=true to see all categories.

list_knowledge_categories

List conversations (threaded discussions) on a matter. Returns conversations with subject, description, last message, and unread counts.

list_matter_conversations

List legal notes for a matter. Returns notes with title, body, author, timestamps, and attached files. Supports pagination via skip/take.

list_matter_legal_notes

List status messages (updates) posted on a matter. Returns messages with author info and timestamps, ordered by creation date.

list_matter_status_messages

Retrieve a paginated list of tasks. Filter by matterId to get tasks for a specific matter, or by userId to get tasks assigned to a specific user. If you only have a user's name, call search_users first to resolve it to a userId. Omit both to return tasks across all accessible matters.

list_matter_tasks

Retrieve available matter types with team requirements. Use this to discover valid type IDs before creating a matter (create_matter requires type.id). Types are hierarchical — children are nested.

list_matter_types

List and filter matters using exact field matching via OData $filter. Best for structured queries on known fields such as status, owner/id, type/id, and custom fields. Returns full matter data including custom field values. For keyword search, use search_matters instead. created/dateUtc is not supported in list_matters OData filters or orderby. owner/email is not filterable via OData.

list_matters

Keyword search across matters AND contracts using Azure AI Search. Supports advanced query syntax — boolean operators in CAPITALS (AND, OR, NOT), parentheses for grouping, and double quotes for exact phrases. Best for finding specific records by name or keyword. Returns combined matters[] and contracts[] arrays (summaries only — use get_matter/get_contract to fetch full details by ID). Does NOT search knowledge articles — for policy, process, or guidance questions (e.g. 'what should I do', 'what's the process for'), use search_knowledge instead.

search_all

Global search for files attached to contracts with relevance ranking, facets, and pagination. Searches file names, content (including OCR text), tags, and descriptions. Supports advanced query syntax — boolean operators in CAPITALS (AND, OR, NOT), parentheses for grouping, and double quotes for exact phrases. Returns file metadata with links to the parent contract — use read_file(fileId) to retrieve content, or get_contract(contractId) for contract details.

search_contract_files

Keyword search for contracts using Azure AI Search with relevance ranking, facets, date filters, and pagination. Supports advanced query syntax — boolean operators in CAPITALS (AND, OR, NOT), parentheses for grouping, and double quotes for exact phrases (e.g. `nda AND (vendor OR supplier)`, `"master services"`). Returns summaries — use get_contract to fetch full details by ID.

search_contracts

Search the organisation's knowledge base for policies, procedures, how-to guides, and reference articles. Use this when the user asks about process, policy, or guidance (e.g. 'what should I do about…', 'what's our process for…', 'how do I report…'). Supports advanced query syntax — boolean operators in CAPITALS (AND, OR, NOT), parentheses for grouping, and double quotes for exact phrases (e.g. `policy AND (privacy OR compliance)`, `"data breach"`). Use Boolean queries to cover related concepts in one call rather than several narrow searches. Returns article summaries only — full body text is available via get_article(articleId). For filtering by tags or user roles, use list_articles instead.

search_knowledge

Global search for files attached to knowledge articles with relevance ranking, facets, and pagination. Searches file names, content (including OCR text), tags, and descriptions. Supports advanced query syntax — boolean operators in CAPITALS (AND, OR, NOT), parentheses for grouping, and double quotes for exact phrases. Returns file metadata with links to the parent article — use read_file(fileId) to read contents, or get_article(articleId) for article details.

search_knowledge_files

Global search for files attached to matters with relevance ranking, facets, and pagination. Searches file names, content (including OCR text), tags, and descriptions. Supports advanced query syntax — boolean operators in CAPITALS (AND, OR, NOT), parentheses for grouping, and double quotes for exact phrases. Returns file metadata with links to the parent matter — use read_file(fileId) to read contents, or get_matter(matterId) for matter details.

search_matter_files

Keyword search for matters using Azure AI Search with relevance ranking, facets, date filters, and pagination. Supports advanced query syntax — boolean operators in CAPITALS (AND, OR, NOT), parentheses for grouping, and double quotes for exact phrases (e.g. `acme AND (litigation OR dispute)`, `"contract termination"`). Returns summaries — use get_matter to fetch full details by ID. For exact field filtering (e.g. status, owner, custom fields), use list_matters with OData instead.

search_matters

Search for users in the LawVu organisation by name or email. Returns user ID (UUID), name, email, organisation. Use the ID for task assignment (create_task userId), matter/contract ownership, etc.

search_users

Update a contract using JSON Merge Patch — only include properties to change. Requires contract membership. Set a field to null to clear it. Status values: Draft, Negotiating, Approval, Signing, Executed, Expired, Void. Custom field formats: same as create_contract — call explain_tool('update_contract') for details.

update_contract

Update a matter conversation's subject or description.

update_matter_conversation

Update an existing legal note. Replaces the title, body, and file attachments. The body field is required.

update_legal_note

Update a matter using JSON Merge Patch — only include properties to change. Requires matter membership. Changing manager or owner may require additional permissions. Set a field to null to clear it. Status values (manually transitionable only): Draft, Scoping, Review, Active, Complete, OnHold. Do NOT use Archived (not manually reachable in the UI) or any derived state (TasksLate, MilestonesLate, AwaitingManagerAcceptance, AwaitingOwnerAcceptance) — those are system-managed. Custom field formats: same as create_matter — call explain_tool('update_matter') for details.

update_matter