Case Management Integrations
The right case management system can transform your practice—but only if it's implemented correctly. We've seen too many firms invest in powerful platforms like Filevine or Clio, only to use a fraction of their capabilities because of rushed implementations or generic configurations.
Our team brings deep expertise in legal technology platforms, with certified specialists who understand both the technical details and the legal workflows these tools need to support. We don't just set up software—we configure it to match how your firm actually works.
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ABA Legal Technology Survey 2023Platforms We Specialize In
We focus on the platforms that deliver the most value for law firms. Our specialists hold certifications and have implemented each system dozens of times—we know the gotchas, the workarounds, and the hidden features that make the difference.
Filevine
Litigation, personal injury, mass tort practices with complex workflows
Filevine offers unparalleled flexibility for firms that want to customize every aspect of their case management. Its project-based structure works particularly well for litigation, personal injury, and practices with complex, multi-phase matters. We've implemented Filevine for firms ranging from 10 to 500+ users.
What We Configure
- Custom phase and section templates tailored to your practice areas
- Automated task workflows triggered by case events and deadlines
- Advanced document automation with conditional logic
- Executive dashboards and custom reporting
- Lead management and intake integration
Clio
General practice firms, transactional practices, firms wanting a mature ecosystem
Clio is the most widely adopted legal practice management platform for a reason—it balances power with usability. With over 150,000 legal professionals on the platform, Clio offers robust integrations and a mature ecosystem. We help firms maximize their Clio investment through optimization and integrations.
What We Configure
- Practice area–specific setup and configuration
- Calendar synchronization with Outlook and Google
- Billing rate optimization and invoice customization
- Client portal configuration and branding
- Integration with 200+ legal tech applications via Clio Manage
Lawmatics
Consumer-facing practices focused on lead conversion and client experience
Lawmatics specializes in what happens before the case—marketing automation, intake, and client development. It's the leading legal CRM, helping firms convert more leads into clients through automated follow-ups, drip campaigns, and smart intake workflows.
What We Configure
- Custom intake form design with conditional logic
- Automated email and text follow-up sequences
- Pipeline management with revenue forecasting
- Marketing automation and drip campaigns
- Integration with case management platforms including Clio and Filevine
LawRuler
High-volume practices, mass tort firms, practices with significant advertising spend
LawRuler is purpose-built for high-volume intake operations. If your firm handles hundreds or thousands of leads per month, LawRuler's speed-to-lead tools and sophisticated routing help you reach prospects before competitors do.
What We Configure
- Real-time lead scoring and prioritization
- Multi-channel intake (web, phone, chat, referrals)
- Automated lead distribution and round-robin assignment
- Conversion analytics and source attribution
- Integration with marketing platforms and case management
Smokeball
Small firms (1-30 attorneys) focused on maximizing billable hours
Smokeball is built specifically for small law firms, offering automatic time tracking that captures every minute of billable work. Its seamless integration with Microsoft 365 and focus on productivity makes it ideal for firms looking to maximize revenue without changing how they work.
What We Configure
- Automatic time tracking across all activities
- Deep Microsoft 365 integration
- Built-in document automation and assembly
- Legal-specific accounting and billing
- Practice area templates out of the box
PracticePanther
Growing firms wanting power without complexity
PracticePanther combines ease of use with powerful features, making it a favorite for growing firms. Its intuitive interface requires minimal training while still offering robust billing, calendaring, and client communication tools.
What We Configure
- Intuitive drag-and-drop interface
- Two-way text messaging with clients
- eSignature and secure client portals
- Custom workflows and automation
- Native integrations with QuickBooks and payment processors
MyCase
Client-focused firms prioritizing communication and accessibility
MyCase excels at client communication and collaboration. Its client portal, text messaging, and payment features create a modern experience that clients appreciate. The platform is particularly strong for firms that prioritize client service and transparency.
What We Configure
- Comprehensive client portal with document sharing
- Built-in text messaging and email tracking
- Online payment processing with payment plans
- Lead tracking and intake management
- Mobile-first design for on-the-go access
Litify
Large firms, legal departments, and enterprises needing Salesforce integration
Built on Salesforce, Litify brings enterprise-grade capabilities to legal. It's the platform of choice for large firms and legal departments that need advanced analytics, AI capabilities, and the flexibility of the Salesforce ecosystem.
What We Configure
- Full Salesforce platform capabilities
- Advanced analytics and business intelligence
- AI-powered insights and predictions
- Enterprise security and compliance
- Unlimited customization possibilities
Needles (Neos)
Personal injury and workers' compensation firms with established processes
Needles, now Neos, has been a staple in plaintiff litigation for decades. Its deep roots in personal injury and workers' compensation make it particularly strong for firms with established workflows in these practice areas.
What We Configure
- Plaintiff-focused case management
- Medical records and treatment tracking
- Settlement and demand management
- Comprehensive reporting for case outcomes
- Integration with medical provider databases
Lead Docket
Firms with significant advertising spend needing rapid lead response
Lead Docket specializes in intake and lead management for high-volume practices. It excels at speed-to-lead, helping firms respond to inquiries within minutes and track every interaction through the intake process.
What We Configure
- Instant lead routing and notifications
- Call tracking and recording
- SMS and email automation
- Detailed conversion analytics
- Integration with advertising platforms
Lawcus
Budget-conscious firms wanting modern automation features
Lawcus offers a modern, affordable alternative with strong automation capabilities. Its workflow automation and AI-powered features help small to mid-size firms operate more efficiently without enterprise pricing.
What We Configure
- Visual workflow builder
- AI-powered document drafting assistance
- Built-in time tracking and billing
- Client portal with secure messaging
- Affordable pricing for growing firms
CASEpeer
Personal injury firms wanting a purpose-built solution
CASEpeer is designed exclusively for personal injury law firms. Every feature is built with plaintiff attorneys in mind, from demand letters to settlement tracking to medical chronologies.
What We Configure
- Personal injury–specific workflows
- Medical treatment timeline tracking
- Demand letter generation
- Settlement calculator and tracking
- Referral fee management
How We Help
From initial implementation to ongoing optimization, we support every stage of your case management journey.
Implementation & Data Migration
4-8 weeks typicalMoving to a new system is daunting—years of data, established workflows, and team habits to consider. We handle the entire transition, from data extraction and cleanup to mapping fields and validating the migration. The result is a clean start without losing your history.
Customization & Configuration
2-4 weeks per practice areaOut-of-the-box setups rarely match how your firm actually works. We configure practice area templates, automate routine tasks, build document generation workflows, and create the dashboards your management needs—all tailored to your specific processes.
Training & Change Management
1-2 weeksTechnology only delivers value when people use it correctly. Our training goes beyond button clicks to help your team understand why workflows are designed the way they are. We offer role-based training, create quick reference guides, and provide office hours during rollout.
Optimization & Growth
OngoingSystems should evolve as your firm grows. We offer ongoing optimization services—quarterly reviews to identify efficiency improvements, new feature implementations, and adjustments as your practice areas or team structure changes.
Not Sure Which Platform Is Right?
Choosing between case management platforms is a major decision that affects your firm for years. We offer complimentary platform consultations where we evaluate your needs, compare options objectively, and recommend the best fit—even if the answer is to stay with what you have.