Vellum Counsel
Vellum Counsel

Settings

Integrations — everything talks to everything

9 connected2 available

Practice management

2 integrations
CL

Clio Manage

PMS

Two-way sync of matters, contacts, and calendars with your practice-management system.

Synced just now
ND

NetDocuments

DMS

Document management — every draft, redline, and filing versioned to the matter.

Synced 9m ago

Courts & docketing

2 integrations
PC

Court E-Filing / PACER

E-Filing

Pull dockets and file electronically with federal and state courts.

Synced 18m ago
DR

Docketing Rules Service

Rules

Jurisdiction rule sets that drive the deadline cascade off each trial date.

Synced 1h ago

Billing & trust accounting

3 integrations
QB

QuickBooks Online

Accounting

Fees, expenses, and A/R post to your books with matter-level detail.

Synced 1h ago
IT

IOLTA Trust Bank Feed

Trust

Client trust (IOLTA) bank feed powering the three-way reconciliation.

Synced 26m ago
LP

LawPay

Payments

Compliant card & eCheck payments that route earned fees and trust deposits correctly.

Not connected

Documents & research

2 integrations
DS

DocuSign

e-Signature

Send engagement letters and closing documents for signature, synced back to the matter.

Synced 34m ago
WL

Westlaw / Lexis

Research

Cite-check and legal research surfaced alongside the matter and document review.

Synced 2h ago

Communications

2 integrations
OL

Outlook / Email

Email

File correspondence to the matter automatically and pull deadlines into the docket.

Synced 4m ago
CP

Client Portal

Portal

A secure portal where clients see matter status, invoices, and shared documents.

Not connected

In your build, these are real OAuth connections with bidirectional sync — this demo stages the flows.