Connect intake to the tools your firm already uses
Case Compass sits between your marketing channels and your CRM. Qualified, scored intake data flows directly into Litify, Filevine, LeadDocket, Clio, and more — no manual re-entry, no rip-and-replace.
Every integration, explained
Each integration is built to sync the data that matters — not just a name and email, but scored case data, source attribution, and intake answers.
Salesforce-based legal practice management. Practice areas sync as case types, campaigns sync automatically, and the originating URL is passed with every lead. Webform submissions are labeled correctly in contact records.
Modern legal project management. Intake answers, lead status, and Waypoint scores sync to Filevine matters — giving your legal team structured case information at assignment without manual data transfer.
Purpose-built lead management for law firms. Case Compass funnels qualified intakes into LeadDocket with full scoring and intake data, enabling your team to work from a single lead view.
The leading cloud-based legal practice management platform. Case Compass integrates with Clio Manage and Clio Grow — qualified intakes can trigger matter creation with intake data pre-mapped to the right fields.
Marketing, sales, and CRM platform. Case Compass syncs intake submissions as contacts or leads in HubSpot, with full intake data and source attribution — bridging your legal intake and marketing stacks.
Connect Case Compass to thousands of apps — CRMs, spreadsheets, Slack, and more. Zapier lets you route intake events and lead data to any tool in your stack that doesn't have a native integration.
Official Case Compass Forms plugin for WordPress. Drop any intake form inline on your firm's WordPress site in minutes — no developer required. The form renders as a seamless part of your page, not an iframe popup.
Embed a Case Compass intake form inline on any website with a lightweight JavaScript snippet — not just WordPress. No redirects, no iframes. The form becomes part of your existing page experience.
What gets synced
Case Compass doesn't just push a name and email. Every sync includes the structured data that makes the lead actionable on day one.
Waypoint AI Score
The numeric score, category breakdown, and written summary for every lead.
Full Intake Answers
Every question and answer, mapped to CRM fields. Not just the contact info.
Source Attribution
UTM parameters, originating URL, campaign, and referral partner — all synced.
Lead Status
Real-time status updates as leads move through your intake pipeline.
Frequently asked questions
Does Case Compass integrate with Litify?
Yes. Case Compass integrates natively with Litify (Salesforce-based). Practice areas sync as case types, marketing campaigns sync automatically, the originating URL is passed with every new lead, and webform submissions are correctly labeled in Litify contact records. Qualified, scored intake data flows directly into Litify without manual re-entry.
Does Case Compass integrate with Filevine?
Yes. Case Compass integrates with Filevine. Intake answers, lead status, and scoring data from Waypoint sync to Filevine matters. This gives your legal team clean, structured case information at the time of assignment without manual data transfer.
Does Case Compass integrate with LeadDocket?
Yes. Case Compass integrates with LeadDocket for lead routing and intake data sync. Intake submissions with Waypoint scores and full case details flow into LeadDocket automatically.
Does Case Compass integrate with Clio?
Yes. Case Compass integrates with Clio Manage and Clio Grow. Qualified intakes can trigger matter creation in Clio, with intake answers mapped to the appropriate fields.
Does Case Compass integrate with HubSpot?
Yes. Case Compass connects to HubSpot for marketing contact sync and lead management. Intake submissions create or update contacts in HubSpot with full intake data and lead source attribution.
Does Case Compass have a WordPress plugin?
Yes. Case Compass has an official WordPress plugin that lets you embed any Case Compass intake form or webform directly on your firm's WordPress website as a seamless inline experience — no redirects, no popups. A font_size parameter is available for visual customization.
Does Case Compass integrate with Zapier?
Yes. Case Compass connects to Zapier, enabling you to route intake data and lead events to thousands of other tools — including CRMs, spreadsheets, messaging apps, and project management platforms not natively supported.
Can I embed a Case Compass intake form on any website?
Yes. Case Compass provides a JavaScript embed SDK that lets you drop an intake form inline on any website — not just WordPress. No redirects, no iframes, no popups. The form renders as a seamless part of your page.
Ready to connect your stack?
We'll show you exactly how Case Compass connects to your CRM during a live demo.