Integrations

Clio, PracticePanther, MyCase, Filevine. On the roadmap with target quarters.

We don't want to be your case-management system. Caseflow processes discovery; you keep using Clio, PracticePanther, MyCase, Smokeball, or Filevine. Discovery intake via Dropbox, Box, and AWS S3 is live today. Practice-management connectors and a public REST API are committed roadmap items, with honest dates below, not vaporware.

Discovery intake

Direct upload

Live

Drag-and-drop file upload from the case detail page. Files go directly to your firm's isolated S3 storage via multipart presigned URLs.

Dropbox share links

Live

Paste a Dropbox folder share link; Caseflow pulls every file into the case. Works with both personal and Business accounts.

Box share links

Live

Same flow as Dropbox; paste a Box folder link, Caseflow ingests.

Google Drive

Planned

Folder import via Drive OAuth. Same UX as Dropbox/Box.

Target: Q3 2026

OneDrive / SharePoint

Planned

Microsoft Graph integration for firms standardized on Office 365.

Target: Q3 2026

Practice management

Clio

Planned

Push processed transcripts and AI summaries as matter notes on the corresponding Clio matter. Two-way sync of case status.

Target: Q3 2026

PracticePanther

Planned

Matter sync + custom-field push of processing status and Brady-trail links.

Target: Q3 2026

MyCase

Planned

Matter sync + auto-attach of generated PDF summaries to the corresponding case file.

Target: Q3 2026

Smokeball

Planned

Matter sync + auto-attach of generated PDF summaries to the corresponding case file.

Target: Q4 2026

Filevine

Planned

Project-level integration for firms running Filevine at the case-management layer.

Target: Q4 2026

Workflow automation

Public REST API

Planned

Bulk programmatic export and case ingest for firms wiring Caseflow into their own automation. Same export pipeline as the in-app bundle download.

Target: Q4 2026

Webhooks

Planned

Subscribe to processing-complete, summary-ready, and audit-export events. Drives downstream automation in Zapier, n8n, or your own services.

Target: Q4 2026

Zapier

Planned

Pre-built triggers and actions on top of the public REST API for no-code firms.

Target: Q4 2026

E-discovery

Logikcull

Planned

Round-trip: Caseflow produces structured exhibits; Logikcull hosts them for production exchange with opposing counsel.

Target: 2027

Everlaw

Planned

Push AI-extracted entities into Everlaw's coding panel so review attorneys see Caseflow's findings inline.

Target: 2027

Storage & infrastructure

AWS S3 (Bring Your Own Bucket)

Beta

Enterprise plan: Caseflow processes files from your firm's S3 bucket directly. Data never leaves your AWS account.

Contract clause

Integration Commitment Credit

Target quarters are not marketing language. If any planned integration listed above ships more than 30 days past its target quarter, customers on an annual contract receive 1 month of subscription credit per 30 days of slip, capped at 6 months. Credit applies to next renewal or refunds on request. The clause is in our standard MSA and supersedes any informal sales-call promise.

31–60 days late1 month credit
61–90 days late2 months credit
90+ days lateMonthly until shipped, up to 6 months

Need an integration we don't list?

We prioritize the roadmap based on what paying firms ask for. Tell us what you run and we'll tell you the realistic ETA, or move it up the queue if it's blocking a deal.

Request an integration