Systems Integration

The Problem

Your firm runs on a dozen different tools that don't talk to each other. Client data lives in Clio, documents in Google Drive, communications in email, and intake in a web form that someone manually copies into the system. Every handoff is a chance for errors, delays, and lost information.

What We Build

We connect your existing tools into unified, intelligent workflows:

• •Clio-centered integrations — your practice management system becomes the hub, with data flowing in and out automatically from intake forms, billing, and communications
• •AI tool connections — wire ChatGPT, Claude, or custom models directly into your workflows for drafting, research, and document review
• •Intake-to-matter pipeline — new client inquiries automatically create contacts, matters, and tasks in your system with zero manual data entry
• •Custom API bridges — connect any tool your firm uses, even if there's no off-the-shelf integration available

Who It's For

Any firm running Clio, MyCase, PracticePanther, or similar practice management software that feels like they're spending more time copying data between systems than practicing law. Especially impactful for firms with high client volume where manual handoffs create bottlenecks.