Your firm runs on more than one system. Cogent CRM connects to the tools you already use — so nothing falls through the cracks and every dollar is tracked.
Your case management says one thing. Your CRM says another. Payments land in LawPay but nobody updates the client record. A case hits “Hired” in the pipeline but no matter gets created in Clio. Your staff manually copies data between systems — and when they forget, leads go cold and revenue leaks. These integrations fix that. Automatically. Every two hours. No humans required.
Monitors your CRM pipeline in real time and verifies every contact has a matching Clio matter. When something is missing, your team gets an instant alert inside the CRM — right on the contact’s conversation thread. No tab-switching. No manual checking.
Every payment that hits LawPay automatically appears on the client’s CRM record. Total paid, last payment, payment count, PIF status — all updated in real time. No more asking “did they pay?” or checking two systems.
Cogent CRM required. Integrations are add-ons to your existing CRM subscription. Not on Cogent CRM yet? Start here.
We configure the integration for your firm. No software to install. No credentials to manage. Takes less than a day.
The sync runs automatically on Cloudflare’s global edge. Zero servers. Zero maintenance. Checks happen every 2 hours or in real time depending on the integration.
Alerts and payment data appear directly in your CRM. On the contact record. In the conversation thread. Where your team already works.
Case Management Integration
Practice Management Integration
Accounting Integration
Tell us what you use and we’ll get your sync running. Usually live within 24 hours.
Every minute your staff spends copying data between Clio and your CRM is a minute they’re not working cases. Every payment that doesn’t sync is a follow-up that doesn’t happen. Fix it for $100/mo.
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