System integrations for law firms — connecting the tools you already use

Most efficiency problems in a law firm aren't caused by missing tools — they're caused by tools that don't talk to each other. CRM data never reaches accounting. The practice system knows nothing about e-delivery. An Excel client list is the "source of truth" nobody updates. We fix this with API integrations, ETL and automation.

The problem: the law-firm stack is an archipelago

A typical firm runs 4–8 systems at once: a practice management system or legal CRM, Microsoft 365 (Word, Outlook, SharePoint), accounting software, e-delivery tools, e-invoicing, public company registers, e-signature providers — sometimes also project management or an M&A data room.

Each system solves its own slice of the problem — but the data between them moves mostly by hand. A paralegal copies a company number from the practice system into the document generator. An assistant re-keys invoices from accounting into matter billing. A lawyer hunts for an email thread across three mailboxes. Each of those operations is 30 seconds — multiplied by thousands per day, it adds up to person-months of work with zero value.

The solution: data flows where it should

We build integrations where data moves between systems automatically — in both directions, with error handling, an audit log and monitoring. Typical patterns:

Practice system ↔ accounting

A matter registered in the practice system automatically creates the client and project in accounting. An invoice issued in accounting shows up in matter billing. A client payment updates the status in both systems.

National e-invoicing

Full support for submitting and receiving structured e-invoices in national systems (we cut our teeth on Poland's KSeF, one of the EU's first mandatory rollouts). Schema mapping, document signing, retries, status monitoring.

E-delivery platforms

Sending and receiving documents through official e-delivery services — automatic filing of documents to the right matters, delivery status monitoring, deadline alerts.

Public registers

Automatic retrieval and refresh of company data — officers, addresses, status, registration numbers. Like a commercial data provider, but built into your own system.

Microsoft 365 (SharePoint, Outlook, Teams)

Matter folders synchronised in SharePoint, automatic email classification by case reference, deadline calendars in Outlook, Teams channels per matter or client.

Electronic signatures

Integrations with e-signature providers (including eIDAS qualified signatures) — send a document for signing in one click from the practice system, with an automatic archive of the signed copy.

Webhooks and workflow

"When a new matter of type X is registered: create the SharePoint folder, add the team to Teams, send the brief to the partner, create the assistant's task." Configurable workflows.

ETL and reporting

Aggregating data from all systems into a warehouse / data lake — management reports, KPIs, billing, utilisation, matter profitability. Full observability of the firm's business.

The stack: engineering-grade integration, not just no-code

Where simple plumbing is enough, we use n8n / Make.com / Zapier — fast, cheap, easy for non-technical users to adjust. Where serious middleware is needed (transactions, retries, idempotency, multi-source mapping, audit logging), we build dedicated microservices in TypeScript / Node.js or Python (FastAPI), with queues (BullMQ / Cloud Tasks / Pub/Sub), monitoring (Sentry / Grafana / Cloud Logging) and full CI/CD.

Every integration we ship has:

  • Idempotency — replaying the same operation never creates duplicates.
  • Retries with exponential backoff — one unavailable system doesn't break the whole pipeline.
  • A dead-letter queue — failures land in a separate queue for manual review.
  • An audit log — a full trail of every record that passed through the integration.
  • SLA monitoring — alerts when the integration stalls or slows down.

Security

  • Secrets live in a secrets manager (Azure Key Vault / GCP Secret Manager / AWS Secrets Manager), never in code.
  • TLS 1.3 between systems. Where an API doesn't support it, we flag the risk and propose mitigation.
  • Least-privilege service accounts — access only to what the integration genuinely needs.
  • Key and token rotation, OAuth expiry handling, monitoring of unauthorised attempts.
  • Compliance: GDPR (processing registers cover integrations too), DORA third-party risk for financial-market entities, data processing agreements with providers.

How we work

  1. Integration map (1–2 weeks). We list systems, data sources, API documentation and constraints (rate limits, formats, identifiers). The result is an architecture diagram and a quote.
  2. First production integration (3–6 weeks). The most important stream, running in production with monitoring. A foothold where the effect is visible.
  3. Scaling. Further streams by business priority, each priced separately.
  4. Maintenance. Integrations need care — vendors change APIs, keys expire, TLS policies move on. We offer an SLA maintenance contract.

Often combined with our other services

Integrations are rarely an end in themselves — they are usually the layer that ties the stack together for a concrete purpose:

  • Under a dedicated web application — so the new portal isn't a fifth silo, but lives together with your CRM and accounting.
  • Under a Word add-in — so the document wizard automatically pulls matter, client and numbering data.
  • Under an AI system — so the assistant sees the current contract, clause and opinion base without manual copying.
  • Under a compliance platform — so processing registers and risk assessments run on live data from source systems.

Frequently asked questions

Which systems do you integrate with?

Most often: practice management systems and legal CRMs, accounting software, Microsoft 365 (SharePoint, OneDrive, Teams, Outlook), Google Workspace, public company registers, national e-invoicing and e-delivery platforms, e-signature providers (including eIDAS qualified signatures) — and any system exposing REST / SOAP / file-based exchange. The list is long: tell us what you run and we will verify concrete feasibility.

What if a system has no public API?

We have several paths: (1) ask the vendor about a partner API (it often exists but is not published); (2) file-based integration (CSV / XML / email / shared folder); (3) RPA — a bot simulating a user, when there is no lawful alternative; (4) data extraction from exports. We always prefer a stable API — RPA is a temporary measure until the vendor ships REST.

Can you handle national e-invoicing systems?

Yes. We have hands-on experience with mandatory e-invoicing rollouts (including Poland's KSeF, one of the first large-scale systems in the EU) — authentication, document signing, submitting and receiving structured invoices, and the genuinely hard part: mapping the official schema onto your accounting system and your firm's billing workflow. A production rollout typically takes 4–8 weeks.

Can an integration be two-way (sync, not just export/import)?

Yes — and usually that is what we want. Two-way synchronisation (e.g. a matter in the practice system ↔ a project in your project management tool) requires proper conflict handling ("who wins if both sides changed?"), webhooks and a full audit log. It is more work than one-way ETL, but for teams working across several tools simultaneously it is the only sensible solution.

What does it cost?

A simple integration (one direction, one source, well-documented API) — in the range of €2,000–6,000 net. A moderately complex one (two-way, several sources, field mapping, error handling, monitoring) — €6,000–20,000 net. Larger multi-system ETL / sync programmes are quoted individually after discovery.

Which systems do you want to connect?

Briefly describe the tools you run and what hurts most in your data flow. We will come back with a proposed approach and an indicative quote for the first integration.

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