Our Integration Partners
Current Integrations
Import case files, client info, and documents to eliminate manual entry.
Export verified documents back into CASEpeer to keep case files complete.
Import matter/client details and documents to start drafting immediately.
Export finalized documents back into MyCase for centralized storage.
Speed up drafting and reduce missed details.
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.
Route qualified leads, manage warm/cold transfers, and send intake notifications in real time.
Enable inbound/outbound calls, SMS follow-ups, and contact workflow automation.
Export leads to CRMs, spreadsheets, or task tools and import updates back.
Trigger automation based on lead stage or document arrival.
Export verified documents to cloud storage for centralized access.
Coming Soon Integrations
Schedule meetings directly from intake workflows.
Sync leads/contacts and manage pipeline handoff.
Send and track signatures from intake workflows.
Notifications and routing for M365-based firms
Frequently Asked Questions
