Authentication & permissions

DocketDrafter uses OAuth 2.0. When you first use it, your assistant opens a DocketDrafter sign-in window; you log in with your normal DocketDrafter account, and the assistant is authorized to draft documents on your behalf. Your password is never shared with the assistant.

What DocketDrafter can access

Signing in lets DocketDrafter confirm who you are and which firm you belong to, so your documents stay in your firm's workspace. It can see:

• Your name and email
• Your DocketDrafter account settings
• Which organization you belong to

It also stays signed in so you don't have to log in again every session.

DocketDrafter reads only what it needs to identify you and keep your documents in the right place. It does not read your assistant's memory, chat history, or files beyond the document you are actively drafting.

Your organization

Documents are scoped to your DocketDrafter organization. DocketDrafter identifies your organization from your membership, so you must belong to exactly one organization to use it. If your account belongs to more than one, DocketDrafter cannot tell which to use; see Troubleshooting.

You stay in control

The assistant proposes drafts and edits, and renders previews. Nothing is filed and nothing leaves DocketDrafter on its own: you review each preview and download the .docx yourself.

Disconnect

You can revoke access at any time from your assistant's connector settings (in Claude: Settings → Connectors → DocketDrafter → Disconnect). After disconnecting, DocketDrafter can no longer act on your behalf until you reconnect.