Connect Powerhouse With The Tools You Already Use
Seamlessly integrate your favorite CRMs, CMS platforms, and essential apps to unify your workflows and enhance productivity.
CRM & CMS
Integrations
Sync case data and documents effortlessly with your existing case management systems.

Lawmatics
Streamline your client intake, marketing automation, and matter tracking in one centralized system.
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Filevine
Bring together case files, documents, and team communication into a secure, collaboration-first case management platform.
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Litify
Leverage a Salesforce-powered CRM to manage matters, clients, and firm workflows end-to-end.
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Meruscase
Modern cloud-based practice management with built-in workflows, calendaring, and document automation.
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Casepeer
Tailored case management for personal injury firms—from intake through settlement.
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Clio
Comprehensive legal practice management with billing, time tracking, client portal, and document management.
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CloudLex
Purpose-built for plaintiff law firms, combining case tracking, document organization, and contact management.
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Caret Legal
Unified solution combining legal practice management, accounting, and billing in one platform.
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CoCounsel
AI-driven research and document analysis tool that speeds up case prep and discovery.
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CasePacer
Litigation-focused cloud case management with automation for court scheduling and task assignment.
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PracticePanther
Easy-to-use legal management software with billing, document automation, and secure client portals.
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SmartAdvocate
Robust litigation workflow platform for high-volume firms, offering automation across all case stages.
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MyCase
Practice management with comprehensive task tracking, billing, and encrypted client messaging.
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Neos by Assembly
AI-powered case management platform offering advanced automation, insights, and client collaboration tools.
Integrations
Lawmatics
Automate client intake, marketing, and matter management to streamline your legal operations.
Filevine
Centralize case management, communication, and document collaboration in one secure platform.
Litify
Manage cases, clients, and firm operations with a Salesforce-powered legal CRM.
Meruscase
Cloud-based practice management with automated workflows, calendaring, and document handling.
Casepeer
Purpose-built case management software for personal injury law firms.
Clio
Automate client intake, marketing, and matter management to streamline your legal operations.
CloudLex
Automate client intake, marketing, and matter management to streamline your legal operations.
Caret Legal
Automate client intake, marketing, and matter management to streamline your legal operations.
App Integrations
Connect email, calendar, calls, and meeting tools to streamline your communication and data handling.
Outlook
Sync emails and attachments directly to your case files.

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Gmail
Automatically capture client communications and files from your inbox.

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Ring Central
Log and transcribe phone calls, then link them to the right cases.

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Microsoft Meetings
Connect meeting recordings and notes to related casework.

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TL;DV
Transcribe, summarize, and store key insights from client calls and meetings.

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Otter
Generate searchable transcripts of calls, depositions, and discussions.


We’re Up To The Task
Our unwavering commitment to industry-leading standards ensures your data is handled with the highest level of integrity.

HIPAA Compliance
To protect sensitive health and legal data, we align with HIPAA regulations. Our platform incorporates strong encryption, access controls, and rigorous compliance measures to ensure the secure handling of Protected Health Information (PHI).

SOC 2 Compliance
We have successfully completed SOC 2 Type 1 attestation, demonstrating strict adherence to security, availability, and confidentiality standards. Currently, we are undergoing SOC 2 Type 2 attestation to further validate the operational effectiveness of our security controls.