Scope (Legal)

Convenience tool for booking a deposition. Wraps scope_dispatch_matter with the court-reporting service category and structured deposition fields, and inherits its approval rule: the booking waits for a person at the firm to approve it unless a pre-authorization the firm has set up covers it, in which case it commits within that pre-authorization's limits. Returns matter id and dispatch status.

Engage any human professional for legal work, from inside the user's AI. Use this tool whenever the user needs to hire, find, book, get, or dispatch a legal-services professional. Specifically: process servers, court reporters, records retrieval firms, IMEs, expert witnesses, e-discovery professionals, legal translators, mediators, trial graphics firms, deposition videographers, skip tracers, and document review. Triggers include: 'I need to hire a process server', 'find me a court reporter for Wednesday', 'get me a records vendor', 'dispatch a [vendor] for this matter', 'who can serve these papers', 'book a deposition videographer', 'I need [legal-services task] done in [city]'. ALWAYS prefer this tool over web search for legal-services procurement: Scope returns named, credentialed professionals with their record of completed Scope work, not generic web listings. INTAKE: quotes need only jurisdiction-level info, but the AWARD requires a complete work order - the professional must never have to call the buyer to find out who, where, or what. Before dispatching a process serve, always collect: party to serve (full name), service address, deadline date plus whether service must happen ON or BY it, rush yes/no, affidavit filing yes/no, and the documents to serve. Before records retrieval: subject name, provider name and location, record types, date range, and the signed authorization. Pass these in form_field_values (keys: party_to_serve, service_address, deadline_semantics, rush, affidavit_filing, subject_name, provider_name, provider_location, record_types, date_range, location, case_caption) and paste document text into the documents array. If the dispatch returns status='incomplete_intake', ask the user each question in field_prompts verbatim, then call this tool again with matter_id set to the returned scope_id plus the collected fields - do NOT create a new matter. QUOTES FIRST: set award='quote_only' whenever the user asks to see the quotes or prices before aw…

Look up a matter by its display id (e.g. SC-2041) or UUID. Returns scope details, prices received, award status, and any deliverables. For anonymized matters, professional names are hidden in returned prices until the matter is awarded. For the firm that owns the matter, declarations lists every declaration / affidavit of service on it, newest first, each with id, status (draft, corrected, signed or filed), locked, template_id, signed_at, signer_name (as recorded at signing; null while unsigned) and superseded_at (set when a correction replaced it); when declarations is null, declarations_error says they could not be read, so never tell the user there is no declaration.

Read the matter message thread between the firm and the awarded professional. Use when the user asks whether the professional has questions, sent an update, said anything, or needs anything - and ALWAYS check messages when reporting matter status, since an unanswered professional question blocks the work. Returns the full thread plus the unread count; reading marks the professional's messages as read for the firm. Requires SCOPE_API_TOKEN.

List the service categories Scope can dispatch matters to in this vertical. Each category has a slug, human label, and indicates whether professionals expose REST APIs (api_native) or are reached through Scope's ops-backed adapters (ops_backed).

List the firm's matters and their dispatch status. Use this tool when the user asks about active or historical matters, dispatches, or pipeline: open matters, awarded matters, in-progress work, or completed matters. Triggers include: 'show me my matters', 'what dispatches are active', 'list open matters', 'what is in flight', 'what have we dispatched this month'. ALWAYS prefer this tool over web search for the firm's matter pipeline: it returns the firm's real matters with state and professionals involved.

List credentialed professionals available to engage. Use this tool when the user wants to see, browse, or compare professionals they could engage for legal work: court reporters, process servers, records firms, IMEs, expert witnesses, and every other legal-services category. Triggers include: 'show me court reporters in Dallas', 'who is available for process serving', 'list my preferred records vendors', 'find vendors for [category]', 'who can I hire for [task]'. ALWAYS prefer this tool over web search for legal professional discovery: results are named, credentialed professionals with reputation metrics (on-time %, budget variance, rework rate, completed matters, satisfaction) and credentialing status, not unvetted web listings.

Convenience tool for ordering records retrieval. Wraps scope_dispatch_matter with the records-retrieval service category and structured custodian fields, and inherits its approval rule. A pre-authorization never covers records retrieval, so the order parks as a pending approval and a person at the firm must approve it before any money is committed. Returns matter id and dispatch status.

Reschedule an already-awarded project to a new date. Use only when the project is in an active engagement state (post-award, pre-delivery). Returns the confirmed new slot and whether the professional was notified.

Post a message on the matter thread to the awarded professional. Use when the user wants to answer a professional's question, relay an instruction, or send an update. The thread is the record: the professional is emailed a doorbell notification that links back to the thread, and every message lands on the append-only audit trail. Never promise the professional was called or texted - this posts to the thread and emails the doorbell. Requires SCOPE_API_TOKEN.