Supported files enter the review-first document workflow.
Integrations
Connect the systems your firm already uses.
Every connection is described with one of three plain statuses. Scope, permissions, direction, and review gates are confirmed before a firm relies on an external path.
Available now
Core intake and controlled output
Approved work can be downloaded for the firm’s controlled next step.
Prepare reviewed contact and matter data for a controlled import.
Private pilot or setup required
Firm-scoped connections and migrations
Bounded firm setup for permitted matter mapping and inbound document work.
Document Services can map, import, and validate approved documents and structured data in Clio, Litify, Filevine, Five9, or another client-approved CRM, case-management, or connected business system under a written scope.
Configured inbound mailbox attachments can enter a visible review path.
Each engagement documents the approved direction, who can access it, where review happens, and what a successful handoff looks like.
Planned
Not available for customer reliance today
Broader automated onboarding and two-way synchronization for Filevine, Litify, and other systems remain planned until verified. This is separate from a human-assisted Document Services migration.
Google Drive, OneDrive, and Dropbox destinations remain planned.
Broader fax, voice, and message connections remain planned or require a separately verified pilot.