Our Integration Partners
Current Integrations
Case Management Systems (CMS)
Demand AI / Case Summary AI:
Import case files, client info, and documents to eliminate manual entry.
Document Collector:
Export verified documents back into MyCase to keep case files complete
Demand AI / Case Summary AI:
Import matter/client details and documents to start drafting immediately.
Document Collector:
Export finalized documents back into CASEpeer for centralized storage
Demand AI / Case Summary AI:
Speed up drafting and reduce missed details.
Document Collector:
Export verified documents back into SmartAdvocate to maintain CMS accuracy.
Automate intake, follow-ups, and document collection.
Same features as Gmail for seamless workflow integration.
Collaboration & Notifications
Route qualified leads, manage warm/cold transfers, and send intake notifications in real time.
Calling & SMS
Enable inbound/outbound calls, SMS follow-ups, and contact workflow automation.
Automation & Workflows
Demand AI
Trigger automation based on lead stage or document arrival.
Cloud Storage Destinations
Export verified documents to cloud storage for centralized access.
Coming Soon Integrations
Google Calendar & Outlook Calendar
Schedule meetings directly from intake workflows.
HubSpot
Sync leads/contacts and manage pipeline handoff.
DocuSign & PandaDoc
Send and track signatures from intake workflows.
Microsoft Teams
Notifications and routing for M365-based firms
Frequently Asked Questions
