Secure links and notifications
Roll out quickly with client invites, structured progress, and downloadable records.
Apps and integrations
Start with secure links. Connect more when it helps.
Add approved apps, APIs, or MCP tools where they save repeat work and fit your firm's controls.
Choose the level of connection you need.
Firm-managed apps
Launch approved specialist tools with scoped context and short-lived launch tokens.
Scoped API and MCP access
Connect party, matter, document, and Client Care Letter workflows through explicit permissions.
Integration model
Give each integration only the access it needs.
Keep judgement with the firm.
Governance
Share the matter context without giving away responsibility.
- Secure links and notifications are the fastest rollout path.
- Firm-managed apps use approved context and short-lived launch tokens.
- API and MCP access is permission-scoped across party, matter, document, and Client Care Letter actions.
- Generated documents and invitations still follow the firm's readiness and review rules.
Developer docs
Clear references for scoped integrations.
Use the developer docs, llms.txt, and OpenAPI schema when building server-to-server onboarding workflows.
Plan the connection your firm needs now.
Tell us about your business, onboarding volume and review requirements. We will prepare a tailored quote.