Category: Integrations

Legalboards and LawPay are both simple, user-friendly, and smart tools for an agile legal practice. We know that today’s lawyers are strapped for time. That’s why we’ve integrated Legalboards and LawPay so you can boost your productivity with the help of experts.

Through the use of agile methodologies, the Legalboards platform allows you to increase workflow efficiency. By integrating LawPay within your system, now you can improve the legal payment part of any matter.

How to Set Up The Integration

Let’s walk you through how to get started with the integration. If you’re more visual, you can also follow with our video guide on YouTube.

Getting Started in Legalboards

First, you’ll need a Legalboards account to integrate LawPay to. If you already have a Legalboards account, you can skip to the next section (Adding LawPay to an Existing Account).

You can create a new Legalboards account either directly from the Legalboards sign-up page or through the LawPay and Legalboards sign-up page.

After you submit either form, you will be transferred  to LawPay´s authentication page. Now you’ll need to sign-in with LawPay in order to authorize Legalboards´ access so we can connect with the LawPay system.

After authorizing Legalboards integration in LawPay, you will be sent back to Legalboards. Now you can use Legalboards to create your workflows and automations while managing your payments through LawPay.

Adding LawPay to an Existing Account

If you already have a Legalboards account, adding the LawPay plugin is very simple. You just need to sign in to Legalboards as an admin permission user and then go to Settings > Extensions.

Find the LawPay icon and click on “See Details” then “Install Now”.

After confirming your choice, you will be sent to the authentication page in LawPay, sign in there, and authorize Legalboards to be integrated with LawPay. Now you can also use Legalboards as you normally would but have LawPay’s legal billing and payment management capabilities.

How to Use the Integration

Now you should have both accounts linked, which allows them to be synchronized. When you open the car’s detail and click on the Payments tab (located on the left side of the screen), you’ll be able to see all bills created for any card that has an email linked, such as contacts or matters.

You can also create a new bill for any contact or matter that you have on Legalboards, again, with the caveat that the contact/matter has an email attached to it.

To see the full capabilities of the LawPay integration, open a card that contains an email and then select “New Bill”. Fill in the form as you need, and save. The new bill will be created in your LawPay account directly, and your client will be notified about this open bill.

Once the client pays the bill, Legalboards and LawPay will both automatically update. Because the two platforms are synced, you don’t need to monitor and manage both platforms.

If you still need help or have any questions, check out our support portal, contact us here, or check out other resources about the integrations Legalboards offers here.

In this guide, we’ll walk you through how to set up and start using the Google Drive integration within Legalboards. Keeping files attached to matters (or cards in Legalboards), can be difficult. File management is often the key to staying organized so you can continue to be productive.

Our new Google Drive integration allows you to access your files within your Google Drive in your Legalboards account. Now, you can access your files in real time. As well, thanks to the automatic syncing between the Drive and Legalboards, it’s easy to keep matters on track. Even if you’re sending a file found inside a matter, the file is synchronized to reflect any changes made.

If you’re more of a visual learner, check out our video guide below, or on YouTube. If you need more explanation on how to get started within Legalboards, check out our support portal for more help.

Integrating Google Drive with Legalboards

In Legalboards, we’re going to find the “Settings” icon on the left of the screen and select it. In the sub-menu that will appear, we’ll then select “Extensions”. We’ll then be taken to our collection of extensions where we’ll select the free Google Drive integration to be added.

When you select the Drive, you’ll see an overview of what it looks like while in use within Legalboards. From here, we’re going to select the “Install Now” button to add the Drive to our account.

A confirmation pop-up will appear to make sure that we want to add the Drive to our account and once we’ve confirmed, we’ll need to authorize Google Drive. This is very simple, we’re just going to select the Google Account we want to connect and sign in. From here, we’ll see what Legalboards can access in your drive (i.e. see, edit, create, and delete files within the Drive, view pictures, etc.).

After allowing Legalboards to access our Google Drive, the plug-in will be installed. From this screen showing the successful installation, we’ll go to our boards.

What Does the Integration Looks Like Within Legalboards?

Now that the Drive has been successfully added, we’ll take a look at how it works within Legalboards. We’ll click on a card (matter) and an overview of that card will appear. From the card’s sub-menu, we’ll select the “Documents” option to see any associated files with the matter.

In our example, we have three associated files with the card. This screen tells us the name of those files, where they came from (i.e. Clio in our example), the date they were created, and allows us to delete files. We also can use the “Upload Now” button to upload new files- which we’ll do now.

In the sub-menu that will appear we can now select “Google Drive” as a source and select which files from the Drive we want then save. Now we can see four files- three from Clio and one from Google Drive.

What Does This Look Like Within Google Drive?

So we know what the integration will look like within Legalboards, but what about in our Drive? As seen below, a folder called “LegalboardsDocuments” will have a sub-folder called “Matters”. When we select this, folders for associated matters will be created with the same name they have in Legalboards.

Within that matter’s folder, the associated files they are connected to will be in the Drive and will be updated to reflect any changes made in Legalboards.

Didn’t find what you needed? Check out our support portal, contact our team, or check out our other resources for help using Legalboards.

For today’s time-strapped law firms, being able to collaborate effectively with your internal team and external clients has never been more critical. With so many matters on the go, it’s easy for tasks and deadlines to slip through the cracks, with potentially devastating results for your firm, and a poor client experience.

Luckily, there are a wide variety of technologies available to help law firms combat these problems. These solutions manage the firm’s caseload, gain visibility into their workflows, and identify and fix gaps in procedures. In this post, we’ll look at how law firms around the world are using Legalboards and Clio, the world’s leading cloud-based legal software, together, and the benefits they’re enjoying as a result.

Living Better Through Integration

Firms using Clio to manage matters, contacts, and billing already have a significant advantage over the competition. They see improvements in firm productivity and accessibility. By adding Legalboards to the mix, Clio can be even more powerful.

Legalboards is visually based with a user-friendly dashboard that gives firms access to the information they need at a glance. However, sometimes choosing additional solutions to pair with Clio can result in wasted time. This can be from entering redundant information into both systems—but with Legalboards, this doesn’t happen.

By integrating Legalboards and Clio, law firms can eliminate dual data entry between the two products. This is because information about matters, tasks, notes, time entries, payments, and even custom fields are automatically synced.

This eliminates unnecessary time spent by admin and legal staff entering client or case information into two systems and reduces the risk that information is entered incorrectly.

Visual Learners

Law firms have a lot of moving pieces and firm deadlines (no pun intended). Filing dates, court dates, and client meetings are key obligations. Each of these obligations carries its own list of required work, and drastic consequences if deadlines are missed.

In fact, failure to meet deadlines is listed as a leading cause of legal malpractice. This only grows in frequency with more staff members being associated with a particular matter.

A big benefit of the Legalboards/Clio integration is the ability to apply an easy-to-understand visual layer to Clio’s data. Legalboards provides a visual timeline of matter status, tasks, and upcoming deadlines.

It also gives everyone working on a matter a clear understanding of what work needs to be done, and by when. This will help firms ensure they’re meeting their professional obligations, identifying breakdowns in processes and workflows, all while delivering a great client experience, every time.

Automations

For law firms not using automation, you’re at risk of falling behind. Thanks to software and integrations, law firms are now able to automate workflows. Automations help reduce the risk of error and save valuable time by letting software handle unnecessary busy work.

With Legalboards’ automations, law firms are able to plan and organize efficiently by automating actions such as: creating tasks, sending emails, and moving cards.

Automation can be created at the matter level, or at the account level to apply the same task creation for each matter (or client) entering the pipeline. If you’re a high-volume firm or practice group managing a lot of similar cases, this feature can be invaluable.

It could save countless admin hours that can be focused on doing something more valuable for the firm—like acquiring new clients. For businesses that bill out at hundreds of dollars an hour, every second counts.

Benefits of Using Legalboards and Clio

By integrating Legalboards and Clio, law firms can supercharge their Clio experience to operate more efficiently and on schedule. The combined software also provides firmwide visibility into the workflow in order to serve clients effectively.

See how Legalboards can give your Clio account superpowers—book a demo today.