Your Firm Uses Multiple Platforms. We Make Them All Work Together.
Clio, Filevine, GoHighLevel, Google Workspace, Outlook, Calendly — every platform doing its own thing, with staff manually moving data between them. We build the connections that eliminate double entry and keep every system in sync automatically.
Lost per staff member per week to manual data entry between platforms. That's 100–200 hours a year per person.
Manual re-entry needed once integrations are live. Data flows from platform to platform the moment it's created.
Average number of disconnected platforms a mid-size law firm uses daily without any integration between them.
The Platform Disconnects We Fix Most Often
Every one of these scenarios means your staff is manually copying data between systems. We automate each connection so information flows the moment it's created.
Lead-to-Matter Conversion
Qualified lead converts in Clio Grow → matter auto-created in Clio Manage with all contact data, case type, and intake details transferred — no staff re-entry required.
GHL Lead → Case Management
Lead qualifies in GHL pipeline → automatically pushed into Clio or Filevine as a new contact or matter. Staff never manually transfers a lead from your marketing CRM to your case management system again.
Case Data → Shared Documents
New matter created in Filevine → Google Drive folder auto-created, document templates pre-populated, and relevant staff added — all case documents organized before anyone opens a browser tab.
Full Intake Pipeline
Client submits form → contact created in CRM → follow-up task assigned → consultation auto-booked via Calendly → calendar invite sent to attorney — the entire intake chain automated from one form submission.
Our Approach to Multi-Platform Integration for Law Firms
We use native integrations first, then no-code/low-code tools to connect anything that doesn't talk directly — no custom development required.
Integration Mapping
We start with a full map of every platform your firm uses and every manual handoff between them. This becomes the blueprint for every automation we build.
Native Integrations First
Where platforms connect natively (Clio Grow → Clio Manage, GHL → Google Calendar), we build using native tools — more stable, no middleware failure risk.
Zapier & Make for the Gaps
Where native connections don't exist, we build using Zapier or Make. No custom code — just reliable, maintainable automation your team can understand.
Test with Live Data
Every integration is tested with real cases and real data before handoff. We don't consider a connection live until it's run a full end-to-end test in your actual environment.
Platforms We Integrate
Every Manual Handoff We Automate in a Standard Engagement
Each of these is a task your staff currently does by hand. Every one of them can be automated.
Lead-to-matter data transfer
Qualified lead in CRM → matter auto-created in case management system with all contact data transferred
Intake form → CRM + calendar
New form submission → contact created, follow-up task assigned, and consultation booking link triggered automatically
Case data → document folders
New matter created → Google Drive or SharePoint folder auto-generated with the correct structure and staff access
Calendar sync across platforms
Appointments booked in GHL or Calendly → pushed to attorney Google Calendar or Outlook automatically
Status updates across systems
Case stage changes in Clio or Filevine → CRM pipeline stage updated automatically, keeping both systems in sync
Task creation on trigger events
Key events in any platform (form submission, stage change, document upload) → tasks auto-created and assigned in your case management system
Notification routing
Events in any connected platform → right staff member notified through the right channel (email, SMS, or Slack) based on event type
Client intake → onboarding sequence
Retainer signed → client added to onboarding sequence across email, case management, and document generation simultaneously
Everything Included in Your Multi-Platform Integration Engagement
Mapped, built, documented, and tested — every connection handed off with full visibility into how it works.
Integration Map
A full diagram of every platform your firm uses, every data flow we're building, and every manual handoff we're eliminating.
Automation Builds
All integrations built and tested — native connections where available, Zapier or Make where not. No partial builds handed off.
Testing Documentation
Every integration tested end-to-end with real data. Results documented so you can verify performance from day one.
Staff Workflow Guide
Written guide explaining every automated connection — what triggers it, what it does, and what your team should expect to see.
Staff Training
Live walkthrough with your team covering every integration — so no one is surprised when data moves between systems automatically.
30-Day Support
One month of post-launch monitoring and support. We fix any edge cases that surface when real work runs through the integrations.
Investment
Scoped to your firm's needs
- Full platform and workflow audit
- Integration map (all platforms, all data flows)
- All automation builds (native + Zapier/Make)
- End-to-end testing with real firm data
- Testing documentation
- Staff workflow guide
- Staff training session
- 30 days of post-launch support
- Delivery in 2–4 weeks from kickoff
Not Sure Which Platforms Need to Be Connected?
Book a free 30-minute call. We'll walk through every platform your firm uses, identify every manual handoff costing your team time, and show you exactly what an integrated system would look like.
Your platforms should talk to each other. Right now, they don't.
Book a free call. We'll identify every manual handoff in your firm and show you exactly what it would take to automate them all.
Unlock what your firm is capable of.
Secure AI automation systems built specifically for small and midsize law firms.
