Entering the same details several times
A new client must be added to practice management, accounting and document tools. Each change needs to be repeated across those systems.
System integrations for law firms
Connect your firm’s tools and reduce repeated data entry.
We connect practice management with email, documents and billing. Information entered in one place reaches the right records in other tools. Your team spends less time copying data and updating statuses by hand.
An initial conversation without obligation. Scope and cost agreed before work begins.
Your firm
You have the tools, but your team still moves the information.
Manual steps after every stage
Once a document is signed, someone downloads it, files it against a matter and updates its status. Repeated manual steps delay the next person's work.
Different versions of the same information
A matter is closed in one tool and still active in another. You need to establish which record is current and how other tools should receive it.
Service scope
The tools we can connect.
Each connection has a defined purpose, data scope and direction. We confirm what is possible for the specific products and licences your firm uses.
Practice management and billing
Transfer client details, matter information, recorded time or invoice status. We establish the source of each data item and how matching records are identified.
Email, documents and tasks
File attachments against the right matter, create tasks after defined events and notify the team. Routing rules include situations that need a user decision.
Electronic signatures and document workflows
Send an approved file for signature, retrieve its status and save the signed document against the matter. Scope depends on the provider's available interfaces.
Registers and external services
We assess access to registry data or information exchange with public services. Available functions, permissions and terms of use are established before development.
How we work
From checking feasibility to a working connection.
Review systems and workflow
We establish the products, versions and licence plans in use. We check available interfaces and agree which manual steps the integration should handle.
Build and test the flow
We agree the data scope, frequency and update rules. Tests cover normal operations, failures and repeated events.
Launch and agree oversight
We enable the agreed flow and hand over documentation. We establish alert recipients and responsibility for issues and provider changes.
What we hand over with the integration
- A data map with transfer directions and update rules
- A working connection with agreed error and exception handling
- Test results and documentation for monitoring and operation
How we test the workflow
We check the complete data flow, assignment to the correct matter and behaviour when an operation repeats. Tests cover outages, conflicting data and error notifications. We verify that retries do not create unintended duplicates.
This service connects the products your firm uses. Where a required interface is missing, we assess imports, exports or provider-supported options. Limitations are explained before development.
Budget and billing
Check the connection is possible before quoting.
Cost reflects the data and exchange rules. A one-off import has a different scope from ongoing two-way synchronisation. The proposal sets out the connections, exceptions and tests included in the implementation.
Built around legal work
Data reaches the right system and the right matter.
We agree which data the workflow needs and which permissions the connection receives. The design covers credential storage and information recorded in operation logs. Access to failed records and retry controls is limited to designated people.
Maintenance and development
The connection needs oversight after launch.
Providers change their products and firms change how they work. We agree who monitors the integration and responds when information stops flowing as intended.
- Monitoring and failed-operation alerts within the agreed scope
- Arrangements for interface and permission changes
- Quotes for new data flows and changes outside the maintenance scope
FAQ
Before we get started
How does integration differ from application development?
An integration transfers data or triggers actions between existing products. A custom application provides new functions and screens for users. Our separate software development service covers building that kind of tool.
Can you integrate any application?
We first check the provider's capabilities, your licence and permissions. An API, the interface used for exchanging data between products, may expose only some functions. We confirm that the ones needed for your workflow are available.
Do we need to replace our current tools?
The aim is to connect tools you already use. If their limitations prevent the required flow, we explain the available options before work begins.
Can synchronisation work both ways?
Yes, where both systems support it. We agree how simultaneous edits, deleted records and conflicting statuses are handled. Some conflicts may require a user decision.
What happens when one system is unavailable?
We design retries, alerts and handling for operations that need review. Behaviour follows the workflow: sending a document for signature may need different rules from retrieving its current status.
Who maintains the integration after launch?
We agree monitoring, support and maintenance responsibilities. We can work with your existing IT team and software providers. Changes to a provider's interface or licence may require additional work, which we quote before carrying it out.
Contact
Start with a conversation
Name the products you use and describe one task where you currently move data by hand. Include versions or licence plans if you know them. Start with an explanation without credentials or client records.
Working hours
Monday – Friday, 9:00 – 18:00 (CET)
Working across jurisdictions
We support clients in cross-border projects, in Polish and in English.
Get in touch with us
You do not need a specification. Tell us what you need help with.
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