--- name: connector-gmail description: Use when a lawyer or legal-operations user wants to search, label, draft, or manage email threads in Gmail in the context of a legal matter — including matter-linked email tracking, client correspondence management, counterparty communication review, and deadline-triggering emails. Requires Google OAuth per-user authorization. Triggers on requests to search email, draft a reply, track correspondence for a matter, or identify emails containing legal notices or deadlines. license: MIT metadata: id: connector.gmail category: connector jurisdictions: [__multi__] priority: P2 intent: [__connector__] related: [connector-google-drive, connector-calendar, connector-notion, connector-hubspot-crm] source: Louis — HAQQ Legal AI (github.com/sboghossian/mini-claude-for-legal) version: "1.0" --- # Connector — Gmail ## What it does The Gmail connector integrates with the user's Gmail account to enable matter-linked email management within the legal-AI platform. Its three core functions are: 1. **Search and retrieve** — finding relevant email threads by sender, recipient, keyword, date range, or matter tag. 2. **Label and organize** — applying labels to tag emails with matter references, urgency flags, or workflow stages. 3. **Draft and reply** — composing draft replies based on context, which the lawyer reviews before sending. The connector never sends email autonomously. All outbound email actions require explicit human confirmation. ## Setup / auth Authentication uses **Google OAuth 2.0** with per-user delegation: - Each lawyer authorizes their own Gmail account — no admin-wide delegation unless the firm has Google Workspace with explicit domain-wide delegation configured and consented to. - OAuth scopes: - `gmail.readonly` — for search and read operations. - `gmail.labels` — for creating and applying labels. - `gmail.compose` — for creating draft messages. - `gmail.modify` — for labeling, archiving, and marking read/unread. - Do not request `gmail.send` scope unless the firm has explicitly enabled AI-assisted sending (with appropriate workflow approvals). Default: drafts only, user sends manually. - Tokens stored per-user, encrypted at rest; refresh tokens rotated every 6 months. ## Capabilities | Capability | Scope required | Notes | |---|---|---| | Search threads by keyword, sender, date | `gmail.readonly` | Full Gmail search operators supported | | Read full email thread content | `gmail.readonly` | Including attachments metadata (not content) | | Apply / remove labels | `gmail.labels` + `gmail.modify` | Create matter-reference labels | | Create draft reply | `gmail.compose` | Draft created; not sent until user approves | | Create draft new email | `gmail.compose` | As above | | Mark as read / unread | `gmail.modify` | Used in workflow automations | | Archive thread | `gmail.modify` | Removes from inbox; does not delete | | Download email attachment | `gmail.readonly` | Returns attachment as bytes; routes to [[connector-google-drive]] or matter workspace | ## Usage patterns ### Pattern 1 — Matter-linked email threading When a lawyer opens a matter, automatically search Gmail for emails matching: - The client's email address. - The matter reference number (if used in subject lines). - Key counterparty names. Return a chronological thread summary: date, direction (in/out), snippet, and any attachments. The lawyer confirms which threads to link to the matter. ### Pattern 2 — Legal notice identification ``` User: "Any emails from opposing counsel about the Al-Hamdan matter this week?" → Search: sender:opposing-counsel@firm.com after:2024-06-01 "Al-Hamdan" OR "matter ref 2024-045" → Returns matching threads with date, snippet, and attachment list → If any email contains a deadline notice or formal letter, flag for lawyer review ``` ### Pattern 3 — Draft a formal response ``` User: "Draft a response to this letter from opposing counsel declining mediation" → Read the source email thread → Draft a reply applying the firm's tone and the matter's procedural context → Mark as [DRAFT] and present to lawyer for review before sending ``` ### Pattern 4 — Deadline email monitoring Set a Gmail search alert (via [[connector-scheduled-tasks]]) for emails containing: - Keywords: "deadline," "notice period," "time to respond," "filing by," "limitation." - Senders: court registries, regulatory authorities, known counterparties. Surface matching emails to the matter dashboard with priority flagging. ### Pattern 5 — Label organization for matter management Create a Gmail label scheme mirroring the matter reference system: - `Matters/2024-045 Al-Hamdan` - `Matters/2024-046 Fintech Acquisition` Apply labels to threads automatically when a new matter email is identified, or manually on lawyer instruction. ## Professional-responsibility considerations - **Attorney-client privilege.** Emails between lawyer and client are privileged. The connector must never route privileged email content to external services without explicit user authorization. - **No autonomous sending.** Legal correspondence has professional-responsibility implications. All outbound emails require human review and explicit send confirmation. - **Opposing counsel emails.** Emails to or from opposing counsel should be flagged with a note that they may be discoverable. Never automatically forward or share these. - **Confidentiality tags.** If an email's subject or body contains terms like "PRIVILEGED AND CONFIDENTIAL" or "WITHOUT PREJUDICE," apply a confidentiality label automatically and alert the lawyer before any further processing. ## Permissions & safety - **Read before you write.** Always present the email content to the lawyer before drafting a response — never draft a reply from a summary alone. - **No bulk archiving.** Archiving operations must be confirmed by the user. Bulk operations require explicit approval with a preview of affected threads. - **Audit log.** Every search, label application, and draft creation is logged with user ID, timestamp, and the search query used. - **Tenant isolation.** Each lawyer's Gmail access is scoped to their own account. No cross-user email access. ## Failure modes | Failure | Cause | Resolution | |---|---|---| | `Insufficient permission` | Scope not granted for the operation | Prompt user to re-authorize with additional scope | | Search returns too many results | Overly broad query | Narrow by date range, sender, or matter reference | | Draft created but not visible | Gmail filter hiding drafts | Direct user to check Drafts folder and any filters | | Attachment too large | >25MB limit for Gmail attachments | Split or route via [[connector-google-drive]] share link | | Thread deleted | User deleted the email | Irretrievable; check Google Vault if firm uses it | ## Related skills - [[connector-google-drive]] - [[connector-calendar]] - [[connector-notion]] - [[connector-hubspot-crm]]