Talks to the tools your firm already pays for.

OAuth-connected mailbox with two-way sync. Send templates, log sent items back to the case, search threads from the case page.

OAuth-connected mailbox with two-way sync. Same surface as Gmail; the firm picks per user.

Open document templates in Word for advanced editing, save back to the case. Useful for shops still drafting in Word.

Two-way SMS with clients, adjusters, opposing counsel. Audit-logged threads. Per-firm phone number.

Per-seat subscription billing. Secure checkout for client cost-deposit collection. PCI-SAQ-A scope only, Lexboard never touches card numbers.

Automatic sales-tax calculation on subscription invoices for US firms in nexus states.

Two-way sync of cost ledger, fee splits, disbursements. Year-end accountant-ready exports.

Bank reconciliation for IOLTA three-way reconcile. Saves manual statement matching.

Mirror generated documents into a per-case Drive folder for the partner who lives in Drive.

Same as Drive, per-case folder mirror, opt-in by firm.

Send engagement letters, releases, HIPAA authorizations for e-sign. Signed PDF returns to the case.

Alternative to DocuSign for firms standardized on Adobe.

Two-way sync of case events, hearings, statute deadlines, depositions. Per-user calendar feed.

Same as Google, every case-bound event syncs both ways.

Jurisdiction-specific court-rule calendaring. Auto-computes response deadlines from filing dates.

Pull commercial-vehicle registration and safety data into the case from federal carrier records.

Validate adjuster, opposing counsel, and witness mailing addresses against USPS database.

Validate phone numbers and detect carrier type for SMS routing.

Bulk import cases, contacts, documents, and notes from Filevine via API. Field-mapping tool walks through the schema.

Generic CSV import for cases, clients, intake leads. Per-column mapping with preview.