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Integrations

Start requests from the system of record you already use.

Records land back in the matter, case or patient file. No double entry, no exports.

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  • Litify

    Salesforce package · create/track from Matter · native Expenses

  • SmartAdvocate

    2-way sync · status write-back · native Disbursements

  • Clio

    2-way docs · expense entries · Medical Records sync

  • Smokeball

    Matter sync + auto-import

  • Filevine

    Tavrn Companion side panel inside Filevine

  • SharePoint

    Storage & delivery

  • Dropbox

    Storage & delivery

  • QuickBooks Online

    Accounting · fees as bills or purchases · vendors synced

  • API & webhooks

    Any other system · bulk import · SSO/identity

API & webhooks

Anything else via API and webhooks

REST API: a webhook fires on every status change. Plain JSON, SDK-free, documented.

  • Any other system
  • Bulk import
  • SSO/identity
Book a demo
  • Litify
  • SmartAdvocate
  • Clio
  • Smokeball
  • Filevine
  • SharePoint
  • Dropbox
  • QuickBooks Online

Book a demo

See it inside your system of record

Bring the system your team works in. We’ll walk through a request going out and the records landing back, live.

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