Discuss your project

Connect the softwareyour businessalready uses.

We connect your systems so client details, documents and status updates move between them automatically, without copying or conflicting records.

For teams re-entering the same information in more than one system.

Discuss your project

Whatwe build

From the source record to the right destination

  • Check the connection

    What each system lets us read or update, confirmed before scoping.

  • Map and transfer

    Fields matched, formats converted, and one owner agreed for each value.

  • Handle failures

    Failed updates are visible, kept for checking and retried as agreed.

Challengeswe solve

The same record shouldn't be entered twice

When systems hold separate copies of the same information, staff copy updates and guess which record to trust. We connect them and agree where each update starts.

Beforewe build

We check access and real records before promising a connection.

  1. Systems and permissions

    The interfaces, access and sample records for each system.

  2. Records and ownership

    Which system owns each value, so updates never overwrite the wrong one.

  3. Timing and exceptions

    How often updates run and what happens when one fails.

CaseFlow: intake, document signing and case folders connected

We connected CaseFlow to BoldSign and Dropbox: intake details prefill signing documents, case folders are created from a template and signed PDFs are filed automatically.

Read the CaseFlow case study
CaseFlow intake creating the client record and case, with prefilled agreements signed

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FAQ

Frequently asked questions

Can you connect a system without an API?

Often, through exports, imports or another supported interface. If not, we tell you before proposing a build.

Will every update happen instantly?

It depends on each system. We agree the update frequency before development.

What happens when a transfer fails?

It's flagged with its details so staff can resolve it, and retried as agreed.

How do we start?

With a short call about the systems you want connected and the information staff currently copy between them. We confirm what each system allows, then propose a scoped first integration with a timeline and estimate.

Discuss your project

Tell us which systems you want connected and what your team copies between them.

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Please describe your project in a few sentences.

  1. We’ll review your message and contact you to discuss the requirements.

  2. Once the scope is clear, we’ll propose an approach and prepare an estimate.

  3. [email protected]