Legal Case ManagerIntegrations
Legal Case Manager connects the tools your firm already relies on — payments, identity, email and your own systems — into one compliant workflow.
Everything wired into one intake workflow
Stripe
Payments — Client invoices, payment-on-account and SaaS subscription billing, reconciled against the matter ledger.
eIDV providers
Identity — Electronic ID verification for AML — capture and store proof of identity against each client and matter.
Email & notifications
Messaging — Transactional email for onboarding invites, magic-link sign-in, document requests and status updates.
Document storage
Files — Encrypted, access-logged storage for client uploads and engagement documents with per-tenant isolation.
AML & conflict data
Compliance — Risk assessment, conflict search and SAR logging wired into the onboarding workflow.
REST API & webhooks
Developer — Programmatic access to matters, clients and events so you can connect your own systems.
Build on top with the REST API
Every matter, client and event is available programmatically, with webhooks for real-time updates — so Legal Case Manager fits the systems you already run.