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 CASEpeer 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 MyCase 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
Legal Intake
Export leads to CRMs, spreadsheets, or task tools and import updates back.
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
