Integrations
Connect the systems your firm already runs.
Send cases to the case-management systems you use, pull calls into the file, and keep records, liens, and ad platforms tied to the same case.
Case systems
Send a case when it is ready
Export to the system your firm already uses when a contract is signed, the portal is complete, or someone sends the case by hand.
Filevine
Send cases to Filevine and map your fields to their project templates.
Litify
Send cases into your Litify org, including documents through Docrio.
SmartAdvocate
Send cases to SmartAdvocate.
Salesforce
Send cases to Salesforce, with documents through Docrio when you use it.
Cloudlex
Send cases to Cloudlex.
LeadDocket
Send cases to LeadDocket when a lead arrives, a contract is signed, or the portal is complete.
Law Ruler
Send cases to Law Ruler.
Captorra
Send intakes to Captorra.
LitPro
Send cases to LitPro.
Claris
Send cases to Claris.
Milestone
Send cases to Milestone.
Records and partners
Records, liens, and the firms you work with
Request records, hand off lien work, and send a case to a partner from the file you already have.
National Record Retrieval
Request medical records from the case.
Chartsquad
Request medical records through Chartsquad.
ZipLiens
Send cases to ZipLiens for lien work.
Torticity
Send new leads and case updates to Torticity.
Top Class Action
Send cases to Top Class Action.
Alert Communications
Send leads to Alert Communications.
Calls and ads
Calls and campaigns, tied to the case
Bring call activity into the file, and send lead outcomes back to the ad platforms that produced them.
CallTrackingMetrics
Add calls from CallTrackingMetrics to the case.
Send lead activity to Facebook Ads so you can track conversions.
Google Analytics 4
Tie campaign results back to the cases they produced.
X
Send outcome data back to X so ad campaigns can use it.
Other connections
When the system you need is not on the list
Use a ready-made connection, or the API, for the rest of the tools your firm runs.
Zapier
Connect SimplyConvert to thousands of other apps with Zapier.
SimplyConvert API
Use the API when you need a connection that is not listed here.
See your current systems on one case file
Book a demo and we will walk through the connections your firm already runs.