Intake to matter
Online enquiries and intake forms open matters with client details and FICA documents attached.
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Legal integrations connect client intake, matter management, documents and trust accounting.
Legal integrations connect client intake, matter management, documents and trust accounting, so new matters are opened once, documents are filed correctly and billing reflects the work done.
Typical systems: practice and matter management systems such as LegalSuite or AJS, document management, trust accounting, client intake and e-signature.
Attorneys are regulated by the Legal Practice Council, trust money is subject to strict accounting rules, FICA applies to client onboarding and POPIA to personal information.
A new client often fills in a form on the website, sends documents by email and is then captured again into the matter management system by a secretary. Later, the same details are retyped into conveyancing or billing tools. Connecting intake, documents and practice management removes that duplication and the errors it creates, while the trust accounting rules stay exactly where they belong.
Where law firms and conveyancers usually start.
Online enquiries and intake forms open matters with client details and FICA documents attached.
Generated documents filed to the matter and sent for e-signature.
Time entries and disbursements flow into billing and accounts.
Matter milestones trigger client notifications by email or WhatsApp.
What shapes integration work for law firms and conveyancers.
| Legal | |
|---|---|
| Systems we connect | Practice and matter management systems such as LegalSuite or AJS, document management, trust accounting, client intake and e-signature |
| Rules to respect | Attorneys are regulated by the Legal Practice Council, trust money is subject to strict accounting rules, FICA applies to client onboarding and POPIA to personal information. |
| First integration | Intake to matter |
| Tier that usually fits | Integration hub |
Every connector is built in staging, run in parallel with your team and monitored after launch.
We audit SKUs, warehouses, customers and accounts on both sides and agree a written field map.
The connector is built and tested against test data or a copy of your company.
Both the old process and the connector run side by side until the numbers match.
Alerts, logs and a runbook, with monitoring plans from R2,500 a month.
Typical integration scopes. Final pricing depends on systems and complexity.
Two-system sync, a single workflow automation or a pilot integration.
Multiple SaaS tools, retail or finance operations, growing product teams.
ERP + CRM + ecommerce, legacy modernisation and SLA requirements.
Keep connectors healthy after launch.
| Plan | Price | Includes |
|---|---|---|
| Monitor Lite | R2,500/mo | Uptime checks and email alerts |
| Monitor Pro | R5,500/mo | Dashboards and incident response |
| Managed integration | R9,500+/mo | Changes, patches and SLA options |
For law firms and conveyancers, projects are usually Integration hub scope. Full details on the API integrations page.
Where the system and your licence provide integration options, yes. We confirm the available methods for your version during discovery.
Yes. Clients upload documents through a secure link and they are filed against the matter automatically.
Single connectors start as Essential connectors at R15,000–R35,000. Most legal projects connect several systems and are Integration hub scope; Integration hub projects are R45,000–R120,000 and enterprise work starts from R150,000.
Tell us which systems you run and where the manual work is. We’ll reply with a field map and a fixed-scope proposal.