Skip to content
LegalBook
← All featuresYour system of record stays

Integrations

LegalBook links to the systems you already use instead of replacing them. Signed webhooks and CSV import are available today; live vendor connections such as Clio Manage are in early access until they are certified.

§ 1Integrations

How sync works

An integration links records rather than copying them. For each field, a source-of-truth matrix says which system wins, so a change in your practice-management system and a change in LegalBook do not overwrite each other silently. Conflicts become reviews; failed deliveries go to a dead-letter list that an administrator can replay.

  • Links, not copies
  • A per-field source-of-truth matrix
  • Reviews for conflicts
  • Dead letters and replay

§ 2Integrations

Available today

Signed webhooks carry events in and out with a signature checked on every delivery. CSV import maps your columns, previews the result and runs a dry run before anything is applied.

§ 3Integrations

Practice management

The Clio Manage adapter is built, with an activation dry run that shows what would link before anything goes live. It is not available yet: live connections wait for certification with Clio. MyCase, Lawmatics and Docketwise are listed as planned in the product’s integration catalog; use CSV import or a signed webhook meanwhile.

§ 4Status

What is in the product today.

Each capability on this page, with its status. Not available yet means exactly that: it is not offered today.

  • Signed webhooks and CSV import

    Signed webhooks in and out, and CSV import with mapping, preview and a dry run before anything is applied.

    In product
  • Clio Manage sync

    Clio Manage sync with a per-field source-of-truth matrix and an activation dry run.

    Not available yet
  • Other practice-management systems

    Connections to other practice-management systems, such as MyCase, Lawmatics and Docketwise, which the product’s integration catalog lists as planned.

    Not available yet
  • Live phone and SMS service

    Live calls and text messages through Twilio, including forwarding your existing number, porting it, or connecting your carrier.

    Not available yet
  • Shared email mailboxes

    Shared Gmail, Microsoft 365 and IMAP mailboxes, matched to people and matters.

    Not available yet
  • Online client payments

    Clients pay invoices online through Stripe or LawPay.

    Not available yet
  • Google and Microsoft calendar sync

    Two-way sync with Google and Microsoft calendars.

    Not available yet
  • E-signature bridge

    Signature requests sent through an e-signature provider and recorded on the document.

    Not available yet
Early access

You practice law. We run the operating system around you.

See how LegalBook would run your front office and case operations, with a plain account of what is available today and what is not.

LegalBook is not a law firm. It gives no legal advice and forms no attorney-client relationship. Your attorneys supervise all legal work.