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Integrations
Plug EveryCase into the matter system your firm already trusts — without pretending every connector ships the same day for every firm. Ask during onboarding; we wire what you need.
How integrations fit
EveryCase is not a CMS replacement
Your team keeps working in Filevine, Clio, or whichever system runs the file. EveryCase sits beside it: upload a packet, get source-linked reports back, and move deliverables into the matter the way your firm already files work product.
Configured per firm, not assumed
Integrations are available where configured for your firm. We do not claim universal out-of-the-box coverage for every CMS, plan tier, or permission model. Dedicated child pages publish only when an integration is verified in production.
Start without waiting on IT
Most firms begin with a closed-case evaluation through the secure portal — no CMS wiring required. Once you like the deliverable, we map the CMS workflow that matches how your staff already moves documents.
Matter systems we work with
Status below means "available where configured" — not a guaranteed same-day connector for every account. If your CMS is missing, tell us; many firms start with secure portal upload while wiring is planned.
Filevine
Available where configuredMatter context and document handoff where your firm has configured the connection. Ask during onboarding which Filevine workflows you need.
Clio
Available where configuredMatter-linked intake and deliverable return paths where enabled. We do not claim every Clio plan or region ships the same day.
SmartAdvocate
Available where configuredCase-file alignment for firms already running SmartAdvocate matter workflows — scoped per firm during setup.
Litify
Available where configuredSalesforce / Litify matter hooks where your org has approved the integration path.
MyCase
Available where configuredMatter association and document exchange for firms that request MyCase wiring during evaluation.
PracticePanther
Available where configuredAvailable where configured. Confirm the workflow you need before we publish a dedicated PracticePanther page.
What syncs — and what does not
Typical firm setups exchange matter identifiers, document packets, and returned deliverables. We do not scrape open web mailboxes, and we never ask you to paste PHI into a marketing form so a CMS can "sync." Uploads stay on the authenticated portal path.
Need a specific CMS workflow documented for procurement? Ask via contact or a demo. Child integration pages stay unpublished until each connection is verified — so search results never oversell live coverage.
Start without waiting on IT
Your first demand letter is free. We'll build it from a real closed case of yours so you can judge the work, not the pitch. No credit card. Wire your CMS after you like the work product.
No credit card · No subscription · 24–48 hr turnaround · BAA available