Settings
Integrations — everything talks to everything
Practice management
2 integrationsClio Manage
PMSTwo-way sync of matters, contacts, and calendars with your practice-management system.
NetDocuments
DMSDocument management — every draft, redline, and filing versioned to the matter.
Courts & docketing
2 integrationsCourt E-Filing / PACER
E-FilingPull dockets and file electronically with federal and state courts.
Docketing Rules Service
RulesJurisdiction rule sets that drive the deadline cascade off each trial date.
Billing & trust accounting
3 integrationsQuickBooks Online
AccountingFees, expenses, and A/R post to your books with matter-level detail.
IOLTA Trust Bank Feed
TrustClient trust (IOLTA) bank feed powering the three-way reconciliation.
LawPay
PaymentsCompliant card & eCheck payments that route earned fees and trust deposits correctly.
Documents & research
2 integrationsDocuSign
e-SignatureSend engagement letters and closing documents for signature, synced back to the matter.
Westlaw / Lexis
ResearchCite-check and legal research surfaced alongside the matter and document review.
Communications
2 integrationsOutlook / Email
EmailFile correspondence to the matter automatically and pull deadlines into the docket.
Client Portal
PortalA secure portal where clients see matter status, invoices, and shared documents.
In your build, these are real OAuth connections with bidirectional sync — this demo stages the flows.