Connect Claude to PageMax

Ask Claude about a client's file in PageMax. Claude reads the file through PageMax under your own PageMax login. Everything PageMax sends Claude about a client links back to its place in PageMax.

PageMax makes this connector for law firms that keep their client files in PageMax. Claude is made by Anthropic.

What Claude can do

Each tool works under your own PageMax login. Claude sees only the clients you can open in PageMax and only open clients. It never sees closed clients or enquiries from people who aren't clients yet.

• My PageMax sends your name, or the email you sign in with when no name is set. It also sends your role, your firm's name and its number in PageMax, whether you can use Ask PageMax, how many Ask PageMax questions your month includes and how many you have used.
• List my clients lists your open clients 25 at a time, newest first or by name.
• Find a client finds your open clients by name, email or phone.
• Client file summary gives one client's case summary with its sources and the key facts. Facts a lawyer confirmed are kept apart from those still to check. It also says how many meetings, dictations, calls and documents the file holds.
• Client file timeline gives one client's file newest first. Each entry has its date, who added it, a link to it in PageMax and a short extract where there are words.
• Read a document or transcript in full reads one document page by page or one transcript line by line. It works only where your firm has switched on whole documents and transcripts.
• Ask PageMax about a client's file asks PageMax a question about one client's file. The answer is written by AI and comes with numbered sources. Each source is a short quote with a link to its place in PageMax.

No tool changes a client's file. Claude can't file, draft or send anything in PageMax. Ask PageMax keeps your question and its answer in your own chats in PageMax. Each question counts as one of your Ask PageMax questions this month, as it does in the dashboard and the app.

Who can use it

• Firms that keep their client files in PageMax. PageMax opens the connector for a firm once the firm's agreement with PageMax covers it.
• Your firm uses Claude on a Team or Enterprise plan. Your firm admin confirms this when switching the connector on.
• A firm admin switches it on in PageMax under Settings › Claude and ticks the lawyers who may use it.
• Each person connects with their own firm admin or lawyer login. Reception and support logins can't use it.

Set it up

Your firm admin

1. Open Settings in PageMax. Find Claude under Connect Claude and press Switch on.
2. Tick the lawyers who may connect under Who may use it.
3. Use What Claude may receive to choose whether whole documents and transcripts go too, and medical records. Both are off to start.
4. Confirm for your firm and press Switch on.

Your firm's Claude Owner

Your firm's Claude Owner adds PageMax once for everyone at the firm. The Owner adds it by its address until PageMax is in Claude's directory. These are Anthropic's first six steps for Team and Enterprise plans, quoted from its help page Get started with custom connectors using remote MCP.

1. Navigate to Organization settings > Connectors.
2. Click "Add."
3. Hover over "Custom," then select "Web."
4. Enter a name for the connector. This is the name users see in the connectors list.
5. Add your connector's remote MCP server URL. Click "Continue."
6. Review the authentication settings Claude detected, and change them if your server needs something different. Click "Continue."

Use these for PageMax. The name and the address go in steps 4 and 5. The sign-in choices come after step 6. Click Add to finish.

• The name PageMax
• The remote MCP server URL https://app.pagemax.co/mcp
• Authentication set to Sign in now
• OAuth client set to Use Claude's published identity (Recommended)
• No request headers and no client ID or secret

The sign-in settings Authentication and OAuth client can't be changed once PageMax is added. The Owner changes them by removing PageMax and adding it again. Anthropic's page Add a connector that isn't in the directory says "Members then need to reconnect."

Each person

Each lawyer then connects in Claude, signed in to your firm's Claude Team or Enterprise account. Connect only from your firm's account and never from a personal Claude account. PageMax can't tell which Claude account you connect from, and what it sends is kept in that account.

These are Anthropic's steps, quoted from the same help page.

1. Navigate to Customize > Connectors.
2. Find the custom connector your Owner added in the list. It usually has a "Custom" label.
3. Click "Connect" to authenticate and start using the connector with Claude.

Connect takes you to PageMax to sign in. Sign in as usual with your password and code or a passkey. PageMax then shows its own page with your name and your firm. Check them and press Allow Claude. You go back to Claude.

What Claude gets and never gets

Always, once it's on

• Answers from Ask PageMax, each with its sources
• File summaries and key facts
• Short extracts from notes, calls, meetings and filed emails, each linking to the whole item in PageMax

Only if your firm switches it on

• Whole documents and transcripts as their full text, which can include health details
• Medical records and what PageMax makes from them

Each is its own switch and both are off to start. A medical letter kept on the file as an ordinary document counts as a document.

Never

• Recordings, photos and the contents of locked documents
• Enquiries that aren't clients yet
• Anything deleted, a client you can't open in PageMax or anything of another firm

What PageMax sends is kept in the Claude account you connect from, which must be your firm's Team or Enterprise account under your firm's agreement with Anthropic.

Each person also has a daily limit on requests. The limit starts again at midnight.

Your firm's record

PageMax records each request it carries out before it sends Claude the result, and sends no result it can't record. The record says who asked, when, which client's file, which tool and which items went. It never holds the words of a question, an answer, a document or a search. PageMax also records why it refused a request, up to a set number each minute for each login. A request PageMax refuses at the door before it knows who sent it leaves no record. Requests turned away when many arrive at once leave none either, and nothing is sent for them. Firm admins see these records in Settings › Claude under What went to Claude and can download them.

Disconnect

• Open Sign-in and security in PageMax and press Disconnect under Claude.
• Disconnecting in Claude stops Claude asking PageMax but doesn't end your connection in PageMax. Anthropic's help page says you can revoke a connector's permissions at any time "by disconnecting the connector in Claude's settings". Press Disconnect in PageMax as well to end your connection there.
• A firm admin can disconnect anyone, switch a person off or switch Claude off for everyone in Settings › Claude.
• A connection also ends after a week unused, and a month after it was made at most. Claude then asks you to connect again.

PageMax sends nothing more to a connection that has ended, apart from an answer to a request already in progress. Ending a connection doesn't remove what Claude already has.

Try it

• "Which firm am I in, and how many Ask PageMax questions have I used this month?"
• "List my newest clients and when I last heard from each."
• "Find my client Daniel Walsh and summarise his file."
• "What has happened on Daniel Walsh's file, newest first?"
• "Read the GP's letter on Daniel Walsh's file in full. What does it say about his shoulder?"
• "Ask PageMax what is still outstanding on Daniel Walsh's file."

Something isn't working

Claude says it couldn't connect

Check that the address is exactly https://app.pagemax.co/mcp. Check that your firm admin has switched Claude on for the firm and for you in Settings › Claude and that you pressed Allow Claude on PageMax's page. Press Connect in Claude again.

Claude asks you to connect again

Your connection has ended. It may have ended on its own or been disconnected, or the words on PageMax's Allow Claude page may have changed. Press Connect in Claude and sign in to PageMax again.

Claude can't sign in to PageMax or asks for a client ID

PageMax was added in Claude with other settings. Your firm's Claude Owner removes it and adds it again with Authentication set to Sign in now, OAuth client set to Use Claude's published identity and no request headers, client ID or secret. Press Connect in Claude again.

Claude says PageMax is switched off

Your firm admin has switched it off for the firm or for you, so ask your firm admin. Email hello@pagemax.co if PageMax hasn't opened it for your firm yet.

Help

• Questions or something not working go to hello@pagemax.co. Say what Claude said and when, and leave out client names and case details.
• A security concern or a vulnerability goes to security@pagemax.co.
• Our privacy notice says how PageMax handles personal data through Claude.