Two ways to work. One research library.
Use the web portal to explore records visually, or connect your Ex Parte account to Claude for a guided conversation. Start with the guide that matches where you are working.
Explore the platform
Search cases and experts, navigate docket timelines, read intelligence reports and inspect the sources behind a citation.
Open the User Guide → Claude & MCPResearch in conversation
Connect your account, retrieve cases and profiles, read existing reports and check a court filing or scanned patent page.
Open the connector guide →What do you want to do?
Follow the same research question through the interface you use. Each guide includes examples, the steps to take and the limits to check.
| Your task | In the web portal | In Claude |
|---|---|---|
| Find a matter | Quick search and filters | Confirm the court and case number |
| Trace an event in a case | Case tabs and docket timelines | Retrieve related proceedings and dockets |
| Read analysis and verify a source | Report viewer, citations and Critique | Existing reports and prepared context |
| Open a court document | Availability and download controls | Read an available source document |
| Research people and organizations | Expert search and evidence | Firms, attorneys and scoped comparisons |
| Investigate a patent | Patent records and report sequence | Inspect a scanned patent page |
| Return to a useful record | Saved items | Optional bookmark permission |
Move between the portal and Claude
- Identify the record. Start with a court and case number, a patent number or a named entity. Confirm the result before continuing.
- Choose the view for the task. The portal provides visual navigation, filters and source viewers. Claude can retrieve supported records and help compare the material you actually read.
- Keep the source in view. Follow links back to Ex Parte, inspect citations and original pages, and distinguish a partial excerpt from a complete document.
The interfaces have different capabilities. Portal features depend on your subscription and permissions. The current MCP connector reads existing reports and available documents; document purchases and automatic PACER updates are disabled in MCP. Portal report generation, paid retrieval and expert-search workflows are not implied MCP capabilities.
Both guides use saved examples. Screenshots show the interface and records at capture time; your account, available features, results and counts may differ. A missing result is not proof that a record or event does not exist.
Get unstuck
Using the portal
Find guidance for missing controls, slow reports, source links and permissions.
Portal help & FAQ →Connecting Claude
Check sign-in, permissions, connection errors and source-reading limits.
Connector troubleshooting →Contact support@exparte.com with the page link, the task you were attempting and any visible error. Do not include passwords, access tokens or authorization codes.