Industries · Legal
Integrations for law firms
Your practice management system, documents, email and accounting should work as one. We connect the systems your firm runs on, so information flows and nothing is re-keyed between them.
The problem
A firm's systems rarely talk to each other
A matter's information ends up split across your practice management system, document store, inboxes and accounting, and keeping them aligned means re-entering the same details in several places.
The gaps between systems are where time is lost and errors creep in.
The systems
The systems we connect
We integrate the systems a firm actually runs on, including practice management (such as Leap, Actionstep, Smokeball or Clio), document management (such as NetDocuments, iManage or SharePoint), email and calendar, accounting and trust systems, and e-signature. Where a reliable connection exists we use it, and where it doesn't, we build a custom one.
Where it usually connects
Where firms usually need connections
Practice management and accounting → matter and billing data in sync, no double entry
Practice management and document management → documents linked to the right matter automatically
Intake and practice management → new enquiries flow into the system as matters
Email and matters → correspondence captured against the matter without manual filing
E-signature and matters → signed documents flow back and update the matter
How we facilitate it
How we facilitate it for law firms
Every connection gets the right approach. Where a reliable off-the-shelf integration exists, we use it. Where it doesn't, or the logic is more involved, we build a custom integration through the systems' APIs, with proper authentication, error handling and monitoring so it doesn't silently break. We keep your data secure and in your control, deployed per client with Australian data residency, which matters for the confidentiality obligations a firm carries.
The bigger picture
Part of a connected system
Connecting your systems is usually the start, not the end. Once data flows, there's work to automate on top of it, and often a role for AI agents to act on what your connected systems now know.
FAQ
Frequently asked questions
Can you integrate with our practice management system?
Yes. We connect common legal practice systems (such as Leap, Actionstep, Smokeball and Clio) to the rest of your stack, using off-the-shelf connections where they exist and custom builds where they don't.
What can we connect our practice management system to?
Typically accounting and trust, document management, email, and e-signature, so matter and billing data stay in sync and documents file themselves against the right matter.
Is our client data secure?
Yes. We deploy per client with Australian data residency and avoid routing confidential data through tools you can't see into.
What if there's no ready-made integration?
We build a custom one through the systems' APIs, so a missing native integration isn't a dead end.
How do we get started?
Show us one task your team currently does by hand. We'll build an AI agent that does it, free, running on your real work for 30 days.
What clients say
WorkflowPower has been nothing but fantastic, providing competent and professional services for Hungry Jack's PMO team with some complex deliverables. Highly recommend Josh and his team.
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.