Integrations

• Court or docket source. Counsel verifies notices and due dates before a deadline is entered; retain the source reference with the matter evidence.
• Contract source. Verify contractual dates and keep the source behind an accepted deadline or scope change.
• File delivery. Record the exact approved revision and recipient, then retain the actual recipient receipt on the matter.
• Accounting. Decide how the agreed fee recorded on the matter relates to the firm’s accounting process.
• Identity. Link team member records to user records and agree how active staff and organization context are maintained.

Start with the decision the team must make, then choose the source that can support it. A connected date still needs counsel verification. A connected file delivery still needs the recipient receipt and production record. Give each operation a stable key and check its receipt result before retrying uncertain work. Keep references and evidence on the matter so a reviewer can trace the action after the external system has moved on. See the data model for the related records.