Files · Anthropic Multi-Agent Handoff for Clio SMB Legal Case Management

# Anthropic Multi-Agent Handoff for Clio SMB Legal Case Management
 
> A multi‑agent system that triages client messages, drafts initial legal responses, and updates Clio case records with automation.
 
A tutorialized reference solution from [reaatech.com](https://reaatech.com), demonstrating how to build production-grade AI systems with the `@reaatech/*` package family. This recipe uses `@reaatech/agent-mesh` for orchestration, `@reaatech/agent-handoff` for agent-to-agent handoffs, `@reaatech/agent-handoff-routing` for capability-based routing, and `@reaatech/agent-budget-engine` for LLM spend tracking.
 
## Architecture
 
```
Incoming message → Webhook (/api/webhooks/incoming-message)
  → Triage Agent (classifies intent via Claude Haiku)
    → Drafting Agent (drafts reply via Claude Sonnet, stores in Clio)
    → Case Agent (summarizes conversation, updates Clio matter status)
  → Budget Engine tracks all LLM spend
  → Background Worker monitors handoff events via LangGraph
```
 
Three agents are registered in the `@reaatech/agent-handoff-routing` AgentRegistry:
- **triage-agent**: Classifies intent (billing, consultation, document_review, case_update, general)
- **drafting-agent**: Generates legal reply drafts using Claude and creates Clio documents
- **case-agent**: Summarizes conversations and updates Clio case records
 
## Prerequisites
 
- Node.js >= 22
- pnpm >= 10
- An [Anthropic API key](https://platform.claude.com/settings/keys)
- A [Clio](https://app.clio.com) account with OAuth2 credentials
- A [Langfuse](https://langfuse.com) account (optional, for observability)
 
## Setup
 
```bash
pnpm install
cp .env.example .env
# Fill in your API keys and OAuth credentials
pnpm test            # vitest run with coverage
pnpm dev             # next dev
```
 
## API Endpoints
 
| Method | Path | Description |
|--------|------|-------------|
| POST | `/api/webhooks/incoming-message` | Receive a client message; triggers triage → handoff → response pipeline |
| GET | `/api/webhooks/incoming-message` | Health check returning service status |
| POST | `/api/agents/triage` | Classify a message and route to the appropriate agent |
| POST | `/api/agents/draft` | Draft a legal response and create a Clio document |
| POST | `/api/agents/case` | Summarize conversation and update Clio case status |
 
### Usage Example
 
```bash
curl -X POST http://localhost:3000/api/webhooks/incoming-message \
  -H "Content-Type: application/json" \
  -d '{
    "session_id": "session-123",
    "raw_input": "I need help with my bill from last month",
    "employee_id": "emp-001"
  }'
```
 
## Environment Variables
 
See `.env.example` for all required variables. Key ones:
- `ANTHROPIC_API_KEY` — Claude API key
- `CLIO_CLIENT_ID` / `CLIO_CLIENT_SECRET` / `CLIO_REFRESH_TOKEN` — Clio OAuth2
- `LANGFUSE_SECRET_KEY` / `LANGFUSE_PUBLIC_KEY` — Langfuse observability
 
## Project layout
 
```
app/                  Next.js App Router pages + API routes
src/
  agents/             Agent implementations (triage, drafting, case)
  lib/                Shared utilities (Anthropic client, handoff router, agent registry, instrumentation)
  services/           Business logic (Clio API, budget engine, handoff orchestration, background worker)
  types/              TypeScript types and Zod schemas
tests/                vitest suite (mirrors src/)
packages/             API references for every dependency
DEV_PLAN.md           build plan for this recipe
```
 
## License
 
MIT — see [LICENSE](./LICENSE).