Integrations

How sync works, Clio Manage, webhooks and website forms, importing, and the status of each provider.

• How integrations workLinks instead of copies, a per-field source-of-truth matrix, human review of duplicates and conflicts, and replaying failed syncs.

  For: Owner

• Clio ManageThe Clio Manage adapter, what it syncs, and the dry run before going live. Not available yet.

  For: Owner

• Webhooks and website formsSigned webhooks to send and receive events from any system, and signed website forms that create prospects.

  For: Owner

• Importing from a previous systemImporting contacts or matters from a CSV file - upload, map columns, dry run, then a confirmed apply.

  For: Owner

• Phone, email, payment and calendar providersThe status of each outside provider LegalBook connects to, and what works while a provider is not yet available.

  For: Owner