Lawmatics

Clio Manage Integration

PracticePanther Integration

8am™ MyCase Integration

SmartAdvocate Integration

Neostella Integration

LEAP Integration

CARET Legal Integration

Filevine Integration

This guide walks you through connecting your Filevine account to Lawmatics. The setup takes about 10–15 minutes and requires admin access in Filevine.

How to Connect Lawmatics to Filevine

Smokeball Integration

Rocket Matter Integration

WealthCounsel Integration

Connect Lawmatics to case management softwares.

Case Management

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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