🔗 Integrations
🔔 Notifications
🤖 AI Models
📅 Booking
👤 Profile
💳 Plan
Connected Services
Connect your practice management, calendar, video, CRM, and legal research tools.
Practice Management & CRM
Clio
Clio Manage
Bi-directional sync: matters, contacts, time entries. Auto-creates billable entries from reviews.
✓ Connected
Last sync: 3 min ago
12 matters linked
Auto time entry: On
Hub
Spot
Spot
HubSpot CRM
Sync client contacts, track engagement, and trigger workflows when clients activate vaults or book calls.
Not connected
Legal Research & AI
H
Harvey AI
Connect your Harvey workspace for AI-assisted legal research, contract analysis, and due diligence directly from the review workflow.
Not connected
Lexis+
LexisNexis Lexis+
Verify AI citations against Lexis case law. Auto-check cited cases during review for accuracy and current validity (Shepard's).
✓ Connected
Auto-cite check: On
Shepard's validation: On
Last used: 2h ago
WL
Westlaw Edge
Cross-reference AI-generated legal analysis with Westlaw case law, statutes, and KeyCite validation during attorney review.
Not connected
Calendar & Video
📅
Google Calendar
Sync availability for client booking. Auto-creates Clio time entries from meetings.
✓ Connected
Cal
Calendly
Alternative booking link for client scheduling from within the vault.
Not connected
📧
Outlook Calendar
Sync availability from Microsoft 365 calendar.
Not connected
Zm
Zoom
Auto-generate Zoom links for booked client calls.
✓ Connected
Clio Sync Settings
Auto-create time entries from reviews
Automatically create a Clio time entry when you approve, edit, or reject a review.
Auto-create time entries from booked calls
Create a Clio entry for the scheduled duration when a client books a call.
Round to 6-minute increments
Round all entries up to nearest 0.1 hour for standard billing.
Include vault context in time entry notes
Add a summary of the client question and AI topic to the Clio description.
Auto-check AI citations via Lexis/Westlaw
When reviewing AI responses that cite case law, automatically verify citations against your connected legal research platform.
Notification Preferences
Choose how you want to be notified when clients use their vaults.
Event
In-App
Email
SMS
Push
🔴 Critical conversation
🟠 Urgent conversation
🟡 Elevated conversation
🔵 Standard conversation
👤 New client activated
📄 Document uploaded
📅 Client booked call
💰 Weekly billing summary
🔒 Clio sync errors
⚖ Citation check alerts (Lexis/Westlaw)
Quiet Hours
SMS and push notifications silenced during quiet hours. Critical alerts override.
Enable quiet hours
AI Model Governance
Control which models your clients can use. All accessed through enterprise APIs with zero data retention.
Claude
Anthropic · Enterprise API
Strong at legal reasoning, careful about uncertainty. Recommended for complex legal analysis.
🔒 Zero Data Retention confirmed
ChatGPT
OpenAI · Enterprise API
Conversational and accessible. Good for general questions and client-facing explanations.
🔒 Zero Data Retention (store=false)
Gemini
Google · Vertex AI
Large context window. Good for lengthy documents and multi-document analysis.
🔒 Enterprise data processing agreement
Private
Self-hosted · vLLM
Runs on private infrastructure. Available on Scale and Enterprise plans.
🔒 Air-gapped — no external transmission
Allow clients to switch models
If disabled, clients can only use your default. If enabled, they can switch between any enabled models.
Client Booking
Configure how clients schedule calls from their vault.
Enable client booking
Auto-create Clio entry for booked calls
Attach vault context to calendar event
Auto-generate Zoom link
Your Photo
This appears on client invitations, in-vault review stamps, privilege audit reports, and the booking page.
JS
JPG or PNG. Max 2MB. Minimum 200x200px.
Appears as a circle — center your face in the frame.
Appears as a circle — center your face in the frame.
Attorney Information
This information appears on client-facing materials and privilege documentation.
Billing Rates
Set your hourly rates for different review activities. These sync to Clio time entries. Client-specific rates in Clio override these defaults.
Standard review rate
/hrApprove and edit workflows
Complex review rate
/hrRejections, replacement responses, patent/IP matters
Client call rate
/hrBooked calls from vault CTA
Document review rate
/hrReviewing client-uploaded documents and AI summaries
Auto-detect complex reviews
Automatically apply the complex rate to rejections and IP/patent matter reviews.
Security
Two-factor authentication (MFA)
Required for all attorney accounts. TOTP authenticator app.
Your Plan
Current Plan
Standard
$250/month
16 of 20 client slots used
Current period
March 1 – 31, 2026 · Renews April 1
Payment method
Visa ending in 4242 · Expires 12/28
Danger Zone
Cancel subscription
Account active until end of billing period. Vaults accessible for 90 days for export. Then securely deleted.