CaseLocker Integration
Connect Your Legal Tech Stack
Connect Your Patience. Seamless CaseLocker Integrations.
Sync client data, automate forms, and trigger smart workflows across FileVine, Clio, MyCase, SmartAdvocate — and beyond. Reduce manual entry, accelerate intake, and deliver a modern client experience.
Native API Sync
Real-Time Status
Enterprise Security
Data Synchronization
Sync client records, matter details, contacts, deadlines. Reduce manual re-entry and errors between systems.
Form & Document Efficiency
Auto-populate CaseLocker forms from existing matter/client data in the PMS. Save time and increase accuracy in intake and ongoing documentation.
Client Experience
Use CaseLocker links in client portals (from Clio, MyCase, FileVine) for secure form completion. SMS/email triggers from PMS to prompt use of CaseLocker.
Notifications & Status Tracking
Surface CaseLocker form completion status back into the PMS matter timeline. Real-time updates visible to attorneys/staff.
Dashboard & Reporting
Include CaseLocker metrics (completion rates, time saved) in PMS dashboards for performance tracking.
Deep Integrations with Leading Platforms
Matter Creation Sync – When a new matter opens in FileVine, automatically generate corresponding CaseLocker forms for intake or authorizations
Tagging & Workflow Triggers – Use FileVine workflow triggers (e.g., status changes) to send clients CaseLocker tasks.
Document Routing – Completed CaseLocker forms feed back into FileVine document folders automatically.
Task Automation – Set FileVine tasks to follow CaseLocker completion (e.g., review, notarization).
Secure Messaging Integration – Push CaseLocker form invites directly through MyCase messaging.
Client Task Lists – Add CaseLocker tasks into MyCase task lists so clients stay organized.
Document Hub Feed – Completed forms automatically show up in MyCase’s document repository.
Automated Client Alerts – Leverage MyCase notifications to remind clients to finish CaseLocker forms.
Advanced Matter Intelligence – Use SmartAdvocate’s rich matter data to tailor CaseLocker form packets by practice area.
Workflow Automation – SmartAdvocate’s strong automation capabilities can trigger CaseLocker sequences (e.g., after intake or eligibility screening).
Document Population – Populate forms with deep data from SmartAdvocate client profiles.
Reporting & Analytics – Measure the impact of CaseLocker adoption across SmartAdvocate workflows (e.g., intake conversion, form turnaround).
Strategic Synergies Across Platforms
Consistent Client Experience – Whether clients log into Clio, MyCase, FileVine, or SmartAdvocate, they get the same seamless CaseLocker form process.
Reduced Administrative Overhead – One source of truth for forms + client data → fewer duplicate tasks and manual corrections.
Higher Completion Rates – Automated reminders + portal visibility = faster form turnaround.
Scalable Compliance & Audit – Centralized, timestamped forms support compliance, audits, and reporting.
Performance Metrics – Pull insights across platforms on how CaseLocker shortens intake cycles and improves client engagement.
Flexible API & Webhooks
Build custom integrations with any PMS, CRM, or document management system. REST API + real-time webhooks available.
Ready to transform your firm’s form workflow?
Connect CaseLocker with your PMS and experience automated intake, real‑time updates, and higher client engagement.