Practice management
Clio
Bring the email, the calendar and the matter record into one conversation. Review the task and note your twin prepares before anything changes in Clio.
Explore the Clio workflow →Your tools. One conversation.
Less copying between systems.
More of the whole picture.
Your practice-management system holds the record. Your email holds the conversation. Your twin connects the context so you can decide what happens next.
Availability requires an existing account with API access to these services.
Practice management
MyCase
See which clients need a response, what has changed in their matters, and which follow-ups your twin can prepare for your review.
Explore the MyCase workflow →Practice management
PracticePanther
Turn the day’s matter activity into a reviewable record. Your twin prepares time entries and follow-ups; you decide what goes into PracticePanther.
Explore the PracticePanther workflow →A useful connection does more than read.
Find the relevant work.
Use authorized matter information alongside email, documents and calendar entries. Stay within the access you grant.
Show the proposed change.
Review the source, the intended destination and the exact task, note or draft before approving a consequential action.
Make the handoff visible.
Approved updates should return to the system your team uses, with a history of what changed and who approved it.
Built around your actual permissions.
Connect Clio, MyCase or PracticePanther using an existing account with API access. Your account permissions control the records your twin can read and update. We configure access and approval rules with you during setup.
See how access and data processing work →Start with the tools you already use.
Tell us which systems hold your matters, messages and documents. We’ll review the connection requirements with you.
Get started