Let your agent move the paperwork, so the contract stops being the thing standing between the kickoff and the invoice.
The plain-English answer
Your shop already runs on tools that talk to each other. The brief lands in the project tracker, the creative moves through review, the reporting builds itself, and the invoice goes out on a schedule.
Then there is the one step that still means digging up last year's retainer, pasting a new scope into it, and emailing it at 11pm — and it sits directly between "the client said yes" and "we can start billing." Nobody automated it because it was never yours to automate. Legal work lives inside a law firm, behind a person, on a different clock.
Story is a law firm that exposes a Model Context Protocol surface. Your agent — Claude, an assistant wired into your ops stack, something your technical co-founder built — connects to it the way it connects to any other MCP server. Once connected, it can read where your legal work stands, start the lawyer-built process for a retainer, campaign SOW, or creator agreement, create the document, and tell you what is waiting on a person.
What it means for your shop
What your agent can do
These are the actual capabilities Story publishes to agents. Each one is a separate permission on the key you issue, so you can hand an agent the read-only ones and nothing else.
✓Start a legal process. Kick off a client retainer, campaign SOW, creator agreement, or vendor form from the same lawyer-maintained process a Story attorney would run — not an ad hoc draft against a blank page.
✓Create a document. Produce the draft inside your legal file, where it is versioned and findable, instead of as an attachment in someone's inbox.
✓Check where a matter stands. Read the status of a transaction in flight, so your agent stops asking you whether the client signed.
✓List what is outstanding. Pull your pending legal tasks and surface them wherever your team already works.
✓Read pricing, usage, and your subscription — and, if you grant that permission, purchase one.
Mapped to the month you actually have
What happens
What your agent does
The pitch lands and the client wants to start Monday
Starts the retainer process and creates the draft, with your scope, your payment terms, and your asset-ownership position already in it
A new campaign gets added to an existing retainer
Starts a campaign SOW under the agreement you already have, instead of renegotiating the whole relationship
You bring on a freelance editor for one launch
Starts the creator agreement and creates it before the freelancer gets access to the brand assets
Invoice day
Checks which agreements are fully signed and which are still waiting on a signature, so you know what is billable
The client's MSA arrives with a results guarantee in it
Nothing. That is a lawyer question, and the agent has no way to answer it for you.
What your agent cannot do
This list is the reason to trust the rest of it. These are limits enforced by the platform, not guidelines an agent is asked to follow:
1)Execute a signature. Signing and irreversible legal execution sit outside the agent surface entirely. Your agent can get a document to signature-ready. A person signs it.
2)Close out your legal tasks. An agent can read what is outstanding; it cannot write back that the work is done.
3)Reach outside your organization. Access is scoped to your organization at the middleware layer, so an agent cannot read another company's data regardless of how it is prompted.
4)Start a process you did not allow. Every key carries a whitelist of the specific processes it may initiate. Anything outside it is refused, not improvised.
How it actually connects
Four steps, and if anyone on your team has configured an MCP server before, they already know three of them:
1)Switch it on — agent execution is off until you activate it in your organization settings. Nothing can happen before you do.
2)Authenticate — with a Story-issued API key, scoped to your organization and to the permissions you pick.
3)Connect — point your agent at the Story MCP endpoint.
4)Run the work — start processes, create documents, and read status, with a person still on every signature.
Every action an agent takes is logged in an audit trail that distinguishes programmatic actions from human decisions — which matters later, when a client asks who approved what.
Where marketer.law fits
Agent access is included with every plan — you do not have to move up a tier to put your agent to work:
✓Solopreneur — $49/mo — Freelance marketers and fractional CMOs. Stop sending clients a contract you found in a Google Doc.
✓Consultant — $69/mo — Run your agency's legal like a real business. Client retainers and creator agreements in one place.
✓SMB — $99/mo — Full-service shops with a bench of creators and a roster of clients.
Two things gate it, and both are yours to control: agent execution has to be switched on in your organization settings, and the actions that create legal work need an active, card-backed subscription. No other legal option lets your agent call a law firm directly.
Frequently asked
Q: Can an AI agent sign a client contract for me?
A: No. Signing and irreversible legal execution are deliberately outside the agent surface — that is a platform constraint, not a setting. An agent can get a retainer or campaign SOW all the way to signature-ready and tell you it is waiting, and a person signs it. Agents also cannot mark your legal tasks complete on your behalf.
Q: How does an agent connect to Story?
A: Story exposes a Model Context Protocol endpoint. Your agent authenticates with a Story-issued API key scoped to your organization and to a specific set of permissions, then connects the same way it connects to any other MCP server — for most people that is a few lines in a client config file.
Q: Which plans include agent access?
A: All three: Solopreneur, Consultant, and SMB each carry the Agent & MCP Access entitlement. It is off until you switch agent execution on in your organization settings, and the actions that create legal work — starting a process, creating a document — also require an active card-backed subscription.
Q: Can my agent go poking around another client of mine, or another company?
A: It cannot reach another organization at all — access is scoped to your organization at the middleware layer, regardless of how the agent is prompted. Within your own organization, each API key also carries a whitelist of the specific legal processes it is allowed to start, so a key you issued for creator agreements cannot quietly kick off something else.
Connect your agent to a real law firm and take the retainer off your critical path — from "they said yes" to signature-ready, without you in the middle of it.
We're lawyers, remember? Please read this important note:
Story LLP is a law firm, and Story's lawyers built Aegis to deliver better, standard legal services at scale so founders can choose between top-tier specialized lawyers and standardized process automations that replicate those lawyers according to their needs and budget. By definition, a standardized process may not be perfect for you. Please review our Policies page to better understand the difference, as well as how we use AI and how we manage conflicts, privilege, etc.
As a law firm, we must screen clients for conflicts of interest, and we treat all correspondence with clients seeking legal advice as privileged and confidential to the maximum extent possible in consideration of any conflicts. However, Story's law firm or our Attorney Allies do not represent you or your company as your lawyer, do not have an attorney-client relationship with you or your company, and do not provide you with legal advice absent a formal Engagement Letter signed between you and the Story LLP law firm. Please don't confuse the free knowledge we offer on this site with legal advice for you.