Start with the core platform. Add only what your firm needs. Every integration installs from the Admin panel — no IT ticket, no extra contract.
Replace the back-and-forth between your inbox and your CRM. Work from one screen.
Full Outlook inbox inside the CRM with shared firm calendars, smart contact autocomplete, and AI-polished email compose.
For Gmail firms. Same full inbox experience as M365 — email, calendar, and Google Contacts all inside the CRM.
Automated SMS to clients — court reminders, status updates, document requests. Replies logged to the case record automatically.
Connect your existing file storage. Browse, link, and AI-analyze documents without leaving the CRM.
Browse your entire Egnyte folder tree from inside each case record. AI reads and analyzes documents on demand — cached forever after the first run.
Browse SharePoint document libraries and OneDrive folders from case records. AI analysis with the same cache system as Egnyte.
For Google Workspace firms. Browse shared drives, link documents to cases, and let AI read Google Docs natively — no download needed.
Connect Dropbox Business to browse folders, link files to cases, and trigger AI analysis on any stored document.
The DMS built for law firms. Browse NetDocuments cabinets and workspaces directly inside the CRM — AI analysis included.
For AmLaw firms on iManage Work 10. Browse workspaces by matter and run AI analysis on any document in the system.
Send retainers, settlements, and disclosures for signature directly from a case record. Status tracked in real time.
Send any document for signature without leaving the CRM. Signed copies auto-saved to the case record on completion.
Send PDFs for signature from any case record. Completion webhooks push the signed copy back to the case automatically.
Rich proposals and retainer agreements with e-signature and optional payment collection at signing — all from a case record.
Lightweight e-signature for firms that don't need enterprise tooling. Fast, clean, and wired into the case record.
Close the loop between case activity and billing. Generate invoices, collect payments, sync to accounting — without double entry.
Sync billing data directly to QuickBooks. Invoices, payments, client records, and IOLTA trust account tracking — all automated.
The payment processor built for law firms. IOLTA-compliant trust accounting. Clients pay from the homeowner portal — funds post to the right account automatically.
Collect flat-fee or installment payments via card or ACH. Embed payment links in client emails and the client portal.
Cloud accounting for firms on Xero. Same sync capabilities as QuickBooks — invoices, payments, client records, and expense tracking.
Log billable hours without switching apps. Every entry tied to a matter and ready to invoice.
Legal-specific time tracking. Log billable hours from the CRM and push directly to Bill4Time for invoicing.
Cloud-based legal billing used by thousands of attorneys. Log time anywhere in the CRM and sync to TimeSolv.
Simple time tracking for smaller firms. Start/stop timer from any case page and generate invoices straight from logged hours.
Call clients, counsel, and experts directly from the CRM. Every call logged to the case timeline automatically.
Click any phone number in the CRM to call instantly via RingCentral. Every call auto-logged to the case timeline.
Launch Zoom meetings from a case record. Deposition links, client calls, expert consultations — scheduled and logged in one place.
VOIP with built-in AI transcription. Every call transcript automatically attached to the case — no note-taking during calls.
Pull docket data, case law, and court filings into the CRM. Let AI summarize what matters.
Search Westlaw without leaving the CRM. Save relevant case law to a matter and let AI summarize key holdings in plain language.
Access LexisNexis from case records. Pull case law, shepardize citations, and let AI highlight what's most relevant to your matter.
Pull federal docket data directly into case records. New filing alerts, AI-flagged deadlines, and court orders — all without logging into PACER separately.
Turn new inquiries into case records automatically. No manual entry.
Clients book consultations online. When confirmed, a contact record is created in the CRM automatically — no manual entry.
Build rich intake forms with branching logic. Responses flow directly into new case or contact records — no CSV exports.
Stay in front of past clients, nurture leads, and run firm communications — connected to your case data.
Sync client lists to Mailchimp. Use case status as a segmentation filter — active clients, resolved matters, or closed cases.
Sync HubSpot leads into Counsel AI when they convert to active cases. Keep marketing and legal operations on the same page.
Every deployment is custom. If your firm uses a tool that's not listed, we'll build the integration. It's included in the build — no extra licensing fees.