Work launched from context
Users can begin an available connected action from the relevant case, contact, document, or activity item.
Integration access
Connect approved systems without forcing staff to leave the case workflow.
What it does
A practical part of the firm’s workflow.
Integration access keeps approved connected work close to the case rather than requiring staff to reconstruct context in separate tools. Depending on the firm’s confirmed and enabled services, connected workflows can support documents, email and calendar activity, communications, signatures, or accounting handoffs.
Controlled availability
Firm settings, user permissions, record access, and service readiness determine which connections are available.
Results returned to the record
Supported messages, documents, statuses, or handoff records can return to the related matter for review.
How it works
What the team can expect.
Define the use case
Identify the business owner, source record, intended action, returned result, and people who need access.
Configure and test
Enable the approved service and validate representative work, permissions, exceptions, and destinations.
Monitor the workflow
Review connection status and failed or unmatched work before relying on the connected result.
Keep connected systems close to the case.
Make approved integrations available without fragmenting the daily workflow.