Integrations
One unified hub for payments, CRM, cloud storage, documents, email, calendar, and automated actions.
15
Available
7
Soon
6
Categories
Payments
Hosted, tokenized payment flows. OKLegal does not store card data.
Invoice payments by card from the client portal, with webhook-backed payment history in the case file.
Registered payment provider for a future hosted OAuth payment flow.
Registered provider for a future Accept Hosted flow and verified webhooks.
Registered provider for future payments and QuickBooks reconciliation.
CRM and Sales
Contacts, companies, tasks, notes, and opportunities normalized into OKLegal objects.
CRM connector for importing and normalizing contacts, companies, tasks, and notes.
Registered connector for future two-way CRM sync.
Registered connector for Pipedrive deals, activities, and contacts.
Registered connector for leads, accounts, contacts, and tasks.
Registered connector for future enterprise CRM sync.
Cloud Storage
OAuth document sync by client and case file.
Generated, uploaded, or signed documents sync into folders organized by client and case.
The same backup and filing flow for firms that use Dropbox as their primary cloud storage.
OneDrive and SharePoint sync for firms on Microsoft 365.
Documents and Signature
Import external documents, sign them, and archive them in the case file.
API and ZIP imports through the import center, with documents converted into OKLegal format.
Native integration with Costa Rica Digital Signature from the Central Bank ecosystem.
Send envelopes from the case file and receive the signed PDF automatically.
Open source option for electronic signatures and internal signing flows.
Email and Calendar
OAuth for email, calendars, and events linked to the case file.
Client emails linked to the case file, with replies from OKLegal.
Hearings and deadlines synchronized with Google Calendar.
Email and calendar sync for firms working on Microsoft 365.
Email, calendar, and OneDrive connected through the Microsoft ecosystem.
Automation and AI
Durable outbound actions and legal AI connected to the workflow.
Outbound webhook actions with durable deliveries and retries.
AI engine for drafting, document analysis, and context-aware legal assistance.
The new integrations hub is ready for more providers without duplicating controllers or services.