CRM & Case Management Software Integrations

After nearly 20 years of website development for law firms, we’ve been asked about every software integration question. In today’s market, there is a plugin, app, or tool for just about everything. Many law firms have the exact needs…. scheduling, advanced forms, client management, and lead tracking. We’ve compiled a list of some of the most common integrations our team is asked to implement. 

About Website Integrations

Website integration is when your website talks to another application or system, sending information and syncing data. It allows you to connect data from different sources. Many law firms we work with use platforms that can connect to your website via a contact form, survey, or some other automated process. The communication generally happens through APIs, enabling seamless data transfer. When users interact with your website, such as filling out a form, the information is sent to the external system via the API, where it can be processed or stored. This connection also allows data to flow back to your website, automating tasks and synchronizing information across platforms.

During our website development process, we can enable these website integrations and test them with the appropriate members of your team to ensure everything is working as intended. Website integrations are optional, and we only recommend them if and when you are reliant on software and the relationship with your website will improve that process or maintain how it currently works. 

The Cost of Website Integrations

Adding a website integration to your new PaperStreet law firm website is generally free. If troubleshooting is needed, we must contact the vendor help desk, or the setup process is pervasive. Our development team will work hourly at our billable rate to complete the process. Generally, these setups are streamlined and straightforward.

CRM & Case Management Systems Specifically for Law Firms

Clio helps you stay on top of cases, billing, and client chats—all from the cloud. With tools for time tracking and document wrangling, it's like having a super-organized assistant in your pocket.

PracticePanther keeps your cases, billing, and documents in check, all wrapped up in an easy-to-use app that goes wherever you go.

MyCase makes handling files, clients, and billing a breeze. You'll look like a legal rockstar with client portals and easy communication tools while staying super organized.

LawRuler takes care of new client intake, automates documents, and handles marketing. It’s like having a hype team for your law firm.

TrialWorks is your courtroom wingman, keeping you on top of case documents, schedules, and deadlines so you can focus on winning. Litigation life just got a whole lot easier.

SmartAdvocate helps you handle cases, track leads, and automate tasks, leaving you more time to focus on getting the best results for your clients.

LawMatics automates client intake and follow-ups so you can build relationships while you’re busy being awesome. It's like having your very own marketing robot.

Built on Salesforce but designed for law firms, Litify helps you manage everything from cases to client communications. It’s like having a law firm HQ on your laptop—efficiency, meet scalability!

CasePeer helps you juggle clients, medical records, and settlements while improving your workflow. You’ll handle cases like a pro and make clients happy!

Project & Task Management

Your go-to digital command center for managing projects, tasks, and teams. It’s perfect for organizing your workweek in a colorful, user-friendly way that reduces stress.

Lead Generation & Intake Management

Captorra is designed to capture and manage leads, especially in the legal field. It streamlines the client intake process and helps convert potential clients into paying customers.

A sales-focused CRM that ensures leads are always moving through the pipeline without falling through the cracks. Great for sales-heavy firms needing a simple, effective system.

Other Comprehensive CRM Systems (Not Law Firm Specific)

The industry leader in CRM solutions. Perfect for managing every detail of client relationships, sales, and data. A powerhouse for firms looking to scale and stay on top of their game.

All-in-one CRM that covers marketing, sales, and customer service. Great for firms that want to automate emails, track leads, and grow their business efficiently.

A versatile, customizable CRM that does a bit of everything, from managing leads to automating workflows. It’s great for firms needing a flexible, all-around solution.

This CRM helps you automate client management, relationships, and those tedious tasks, all while making your sales process sweeter and more efficient.

Sales-Focused CRM Tools

Ideal for simplifying sales. FreshSales helps track leads, automate sales tasks, and close deals quickly, making it perfect for firms looking to keep things easy yet effective.

Website Integration Needs? PaperStreet Has You Covered.

Whether you want to enhance client communication or optimize your workflow, these integrations can be crucial in boosting your firm’s efficiency and effectiveness. Ready to get started? Contact our team today to learn about your options for improving your law firm website with the right tools.

*It’s important to note that PaperStreet does not endorse or have a relationship with any of these platforms. These are simply the most used website integrations by our clients and all apps that we can link up to your website to help streamline your internal processes.

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