Integrations
Practice management integrations
Your practice management system is the hub of your business, so it shouldn't sit apart from everything else. We connect it to your accounting, documents, email and other tools, so your practice runs as one system.
The problem
The practice system doesn't connect to the tools around it
For many firms and practices, the practice management system is the core, but accounting, documents, email and intake sit outside it. Keeping them aligned means re-entering the same client and job details in several places.
The gaps are where information drifts and time is lost.
The platforms
The practice management systems we connect
We integrate practice management systems across the professions that rely on them, including legal (such as Leap, Actionstep, Smokeball and Clio), accounting (such as Xero Practice Manager, Karbon and FYI), and allied health (such as Cliniko, Halaxy and Nookal). Off-the-shelf where it fits, custom where it doesn't.
- Leap
- Actionstep
- Smokeball
- Clio
- Xero Practice Manager
- Karbon
- FYI
- Cliniko
- Halaxy
- Nookal
Practice management platform list to be confirmed before publish. We name only platforms we can actually deliver.
Where it connects
Where a practice system usually needs to connect
These are the connections that stop the practice system from being an island around which everything else is re-entered by hand.
Practice management and accounting
Client and billing data in sync, so what's happening in the practice matches what's in the ledger.
Practice management and document management
Documents linked to the right client or matter, so files aren't a folder away from the work they belong to.
Practice management and email
Correspondence captured against the record, so the full history sits with the client or matter.
Intake and practice management
New enquiries flow in as clients or matters, so the intake step doesn't rely on someone remembering to set them up.
E-signature and practice management
Signed documents flow back and update the record, so the sign-off is a workflow step rather than a manual re-file.
Each connection turns the practice system from a working record into the actual hub the rest of the practice runs on.
How we build
How we facilitate it
Every connection gets the right approach. Where a reliable native or off-the-shelf integration exists, we use it. Where there isn't one, or the logic is more involved than a standard connector allows, we build a custom integration through the systems' APIs, with proper authentication, error handling and monitoring so it doesn't silently break.
We keep your data secure and in your control, deployed per client with Australian data residency, which matters for the confidentiality these professions carry.
Want the detail on how we build custom connections?
Beyond the connection
Connected, not just linked
Connecting your practice management system is rarely the whole job. Once the data flows, there's usually work to automate on top of it, and often a role for AI agents to act on what your systems now know. We build integration as part of a connected system.
FAQ
Frequently asked questions
What is a practice management integration?
A connection between your practice management system and the tools around it, so client, job and billing data flow automatically instead of being re-entered across accounting, documents and email.
Which practice systems do you work with?
Practice systems across legal, accounting and allied health, including Leap, Actionstep, Smokeball, Clio, Xero Practice Manager, Karbon, FYI, Cliniko, Halaxy and Nookal.
What can we connect our practice system to?
Typically accounting, document management, email, intake and e-signature.
Is our client data secure?
Yes. Per-client deployment and Australian data residency, with no routing of confidential data through tools you can't see into.
How do we get started?
Show us one task your team currently does by hand. We'll build an AI agent that does it, free, running on your real work for 30 days.
Keep reading
Related
- Capability
Custom integrations overview
How we connect every category of system a business runs on.
Read more - Service
Integrations & automation
The managed engagement that delivers connections end to end.
Read more - Industry
Integrations for legal
The whole law-firm stack, with practice management wired in.
Read more - Industry
Integrations for accounting
The whole accounting-firm stack, with practice management wired in.
Read more - Industry
Integrations for healthcare
The whole allied-health stack, with practice management wired in.
Read more
What clients say
Josh has been phenomenal as an implementation partner. So cool, calm and so patient. He understands common business challenges and the anxiety that comes with change management. He has no issues getting deep into the details and happy to step into our mess to find order and process that works in this new system. I could not recommend Josh more highly.
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.