Clio
liveOne-click OAuth sync.
Accepted cases land in Clio as a Lead with the full dossier attached as a Note and a Matter created when you say so. Conflict-check runs at intake; no double-entry, no copy-paste.
Six integrations live, three more in active rollout, and a bring-your-own-model posture for any firm running on AWS, Azure or GCP. None of it costs extra on the Growth tier and above.
One-click OAuth sync.
Accepted cases land in Clio as a Lead with the full dossier attached as a Note and a Matter created when you say so. Conflict-check runs at intake; no double-entry, no copy-paste.
E-signature, in-portal or email.
Send retainers and documents for signature straight from an accepted case. Clients sign by email or embedded right in your branded client portal — no DocuSign account needed on their end. Status and the signed PDF (with Certificate of Completion) sync back automatically via Connect webhooks.
Booking links in the auto-reply.
When the score clears your threshold, the auto-reply drops a Cal.com link tuned to the right attorney and case type. Bookings sync back to the matter.
Trust + operating routing.
Consultation payments route to your IOLTA or operating account automatically based on matter type. Dual bank account routing keeps you compliant from the first dollar.
Signed, bidirectional.
HMAC-signed webhooks for intake.submitted, dossier.ready, case.accepted, case.declined. Replay, retry, and idempotency keys included. Receive or emit.
Full read/write.
Programmatic access to intakes, dossiers, scores, and case state. Built for firms that want IntakeIQ as the scoring layer behind their own intake stack.
Two lines of HTML.
Drop a script tag and a div with your firm ID. The form inherits your site's CSS variables. Hosted version available on a subdomain of your choice.
Inbox triage.
AI email triage that scores inbound case inquiries from your inbox the same way it scores intake-form submissions. On Growth and above.
Channel pings.
A configurable Slack channel gets a one-line notification with score, practice area, and a one-click open-the-dossier link. Quiet hours respected.
Immigration-firm sync.
Two-way sync of cases and clients for immigration firms that have standardized on Docketwise. Schema mapped to G-28 / I-130 / I-485 fields.
Your AWS account.
Inference routes through your own AWS account using your KMS keys, your VPC, your retention. We never see the prompt or the response.
If a system your firm depends on isn't on the list, tell us. We've shipped integrations in under two weeks for the right partner.