Secure links and notifications
Roll out quickly with client invites, structured progress, and downloadable records.
Apps and integrations
Start simple. Integrate deliberately.
Roll out secure onboarding first, then add MicroApps or scoped API workflows where they improve the firm process.
Integration layer
Connected matter
Secure links, MicroApps, and scoped APIs can extend the onboarding workflow.
API path scoped
Launch token readyLinks
Live
MicroApps
Scoped
API
Planned
Three connection models.
Firm-managed MicroApps
Launch approved specialist tools with scoped context and short-lived launch tokens.
Scoped API workflows
For enterprise teams, plan controlled case and reporting automation through discovery.
Integration model
Secure launch points first. Deeper API scope when it earns its place.
Automation stops where judgement begins.
Governance
Move context, not responsibility.
- Secure links and notifications are the fastest rollout path.
- MicroApps use firm-managed approval, scoped context, and short-lived launches.
- REST/API workflows are enterprise-scoped and discovery-led, not implied for every firm.
Developer docs
AI-ready API references for scoped integrations.
Use the developer docs page, llms.txt, and OpenAPI slice when building server-to-server onboarding workflows.
Map the integration depth your firm actually needs.
Book a practical walkthrough of client onboarding, firm review, evidence packs, and pricing fit.