Salesforce is the global leader in cloud-based CRM solutions. By integrating Salesforce with Case Xchange, firms can enhance client relationship management and build more meaningful connections with their referral network.
Litify is a cloud-based, AI-powered legal operating platform built on Salesforce that centralizes case management, document generation, intake, and billing for law firms and legal departments.
Lead Docket is a lead management system that helps you instantly capture leads, provides automatic lead summaries, sets up automated follow-ups, and tracks performance.
Assembly Neos is a cloud-based case management system built around innovation and efficiency. With customizable automation and streamlined workflows, Neos empowers firms to manage the entire client journey with precision and ease.
Integration Coming Soon
Clio is an industry-leading cloud platform for law practice management. From case organization to client communication, Clio helps firms centralize operations and manage their practices from one secure, accessible hub.
Zapier connects Case Xchange with thousands of other apps and platforms. This integration enables firms with custom-built systems to automate workflows, exchange data, and extend Case Xchange’s functionality with minimal effort.
Integration Coming Soon
SmartAdvocate is a robust, all-in-one case management system designed for litigation practices. Available in both server and cloud-based solutions, it delivers advanced tools to help firms improve client outcomes and increase efficiency.
Integration Coming Soon
Docketwise empowers immigration law firms with case management and client engagement tools that communicate in your clients’ preferred language. From intake to resolution, it creates a smooth, transparent experience for every case.
Integration Coming Soon
MyCase delivers an intuitive, all-in-one case management solution trusted by firms nationwide. Known for its affordability and usability, MyCase enables firms to operate at peak efficiency with less friction.
NuLaw, built on Salesforce, streamlines daily firm operations by organizing clients, cases, documents, and financials in one centralized system. Its customizable framework adapts to the specific needs of your practice.
Matterly is a Salesforce-based solution designed to modernize small and mid-sized law firms. Its automated workflows and efficiency-focused tools help firms save time and deliver better service.
Integration Coming Soon
Smokeball helps firms eliminate tedious administrative tasks and prioritize high-value work. Its legal practice management software is designed to increase profitability, organization, and client satisfaction all at once.
Integration Coming Soon
MerusCase unifies case management, billing, calendaring, and communication into one intuitive platform. Accessible from anywhere, it gives firms complete control over operations without sacrificing flexibility.
And more…
If your firm relies on a custom case management system, Case Xchange can still integrate seamlessly through Zapier and similar tools. No matter how your practice is structured, we’ll help you build a referral management process that saves time, strengthens relationships, and keeps cases moving forward.
Ready to see how Case Xchange fits into your workflow?