Clio
Connect your own Clio account on Settings → Integrations (the Clio Manage card) and you can pull a matter’s documents straight into a Review, with no download-and-upload round trip, and keep Court Watch in step with the A-Numbers on your Clio contacts. The connection belongs to you, not the firm. Each lawyer signs in with their own Clio login, and Lexfill only sees the matters and documents that Clio account can see. It reads documents only when you import (Court Watch sync also reads contacts and matters each night, or when someone presses Sync now), and it never writes anything back to Clio. You can also connect from inside a review, which brings you straight back to it. If Clio stops accepting the connection, the card shows Action needed and a Reconnect button. Disconnect stops Lexfill reading from your Clio account; documents you already imported stay in their reviews.Court Watch sync
The same Clio connection can feed Court Watch: Lexfill reads the A-Number and nationality from your Clio contacts and watches each client’s immigration court case, picking up new A-Numbers every night. Set it up from Import from Clio on the Court Watch page. Reconnect for the new permissions. Court Watch sync reads Clio contacts, matters and contact custom fields. Clio fixes an app’s permissions when you sign in, so if you connected Clio before this was available, Lexfill asks you to Reconnect Clio once. Nothing else changes. The sync runs on the Clio account of the person who set it up, and only sees the contacts that account can see. Anyone at the firm can press Sync now or work through Needs attention, whether or not they connected Clio themselves. Once it’s set up, the Clio Manage card on Settings → Integrations gets a Court Watch sync section showing whether sync is on, whose Clio account it runs through, which two fields it reads, and when it last ran:- Change setup reopens the Fields step with your current choices. Running setup with your own Clio account makes the sync run through yours.
- Turn off sync stops picking up new A-Numbers from Clio. Cases already in Court Watch keep being watched. Turn sync back on resumes with the same fields.
- Remove Clio data deletes the sync setup, your country answers and the links to Clio contacts. Cases already in Court Watch stay and keep being watched as ordinary manual cases.
Google Calendar
Connect Google Calendar on Settings → Scheduling and booked consultations land on the host’s calendar with a Google Meet link — while their busy times are hidden from the booking page, so nobody double-books them. If Google access is revoked, the settings page says so and asks you to reconnect; existing bookings keep their links.Zoom
Zoom is a location option on any consultation link. A host who has connected Zoom gets a meeting link generated automatically with each booking; one who hasn’t is flagged on the consultation link so you notice before a prospect books.Stripe
Stripe powers two separate things, and they don’t share an account:- Getting paid by clients — invoices and paid consultations, set up on Settings → Payments. The money goes straight to your firm’s own bank account. See Invoicing & payments.
- Your Lexfill subscription — what your firm pays us, on Settings → Billing & plan.