Integration

We have successfully integrated The Link App into case and matter management systems. If that is your preference, then we can make that happen for you. With little or no need to divert your internal IT resource, we take the hassle out of linking systems and help you complement your existing processes.

Enjoy all the features of The Link App from within the systems you already use.

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What is it?

Integrations allow your firm’s systems to send and receive information to/from The Link App. The Link App does not require access to your systems or database, but these systems must be able to exchange information with our modern API (Application Programming Interface).

Your firm is able to add customisation to the integration process. For example, you can choose to automatically register matters/cases with The Link App when they are opened in your systems, or you can choose to trigger automatic updates on specific events during the case/matter.

Integration is achieved by allowing your systems to connect to The Link App through our private API. Contact us to request access or request more information about the integration process.

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How does it work?

The integration process varies for each firm. The main factor to be considered is the Case Management System or Practice Management System that will integrate with The Link App. Other factors, such as requests for specific features, also affect the integration process. Some systems may require development to be performed from the ground up, while other systems have been integrated before and may only require to be deployed in your firm.

The Link App is able to provide access to the sandbox environment when a firm is ready to perform initial tests of the API for integration purposes. Access is controlled via secret keys. Get in touch today if you’d like to learn more about integrating with The Link App.

Integration capabilities:

  • Create cases and register clients automatically when they are added to your firm’s systems.
  • Send and receive messages with clients.
  • Send and receive documents.
  • Send e-signature requests.
  • Receive callback requests from clients.
  • Update case progress.
  • Integrations can be customised to suit the needs of your firm.

Frequently Asked Questions

Our firm uses a specific Case/Matter Management System, can we integrate?

In short, Yes. The Link App has developed the infrastructure required to support integration with other systems. For more information on this, please contact us at info@thelinkapp.co.uk By the way, we are the Official App Partner of Eclipse Proclaim, and integration is already supported.

What's the main difference between Core and Custom Integration?

There are two main differences: Functionality and Price.

Functionality Core Integration allows you to register cases in The Link App from within your CMS but you still need to log into The Link App’s Desktop App to send case updates. Custom Integration allows your CMS to register cases and send case updates all from within your CMS: you don’t need to use the Desktop App.

Price Core Integration does not have a setup cost if you purchase 10 or more user licence per month, but the monthly price is increased to £35 (plus VAT). Custom Integration does have a setup cost if you perform the development required for integration. If you’d like us to perform the development required, we would bill you for this. The monthly price for a licence remains at £25 (plus VAT).

How long does integration take?

The time required to complete integration with your CMS depends on the specific requirements you have. You are able to use The Link App as a standalone product while your integration project is completed.

How is it priced?

See our pricing page for more information.

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