White-glove onboarding
Schedule an appointment
We connect your firm personally — no self-serve signup. Book a short call to see federated search across Clio, Outlook, and Dropbox with your own data.
What happens on the call
- Learn how Centralize Legal searches Clio, Microsoft 365, and Dropbox without storing privileged content.
- Walk through OAuth connections, indexing, and the Claude MCP connector setup.
- See a live matter search with honest coverage reporting and source links.
- Get pricing for your firm size and practice area — including the courtesy trial terms.
Who should join
Firm owners or office managers who use Clio plus Microsoft 365 and/or Dropbox. Each attorney connects their own accounts during onboarding — we guide the first user on the call.
How to book
Email us with your firm name, attorney count, and preferred times. We reply within one business day with a calendar link or a proposed slot.
support@centralizelegal.com
Typical intro call: 30 minutes · Invitation-only · Claude MCP V1