connector-gmail
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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:
- Search and retrieve — finding relevant email threads by sender, recipient, keyword, date range, or matter tag.
- Label and organize — applying labels to tag emails with matter references, urgency flags, or workflow stages.
- 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.sendscope 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-HamdanMatters/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]]