Microsoft 365
Keep your team connected through familiar email and productivity tools.
Your tools. Working together.
Explore the familiar tools behind a more connected working day — from documents and client conversations to finance, AI and reporting.
Xero
Connect invoices and payment updates with your accounting workflow.
Sage
Support your finance team with accounting, invoicing and financial reporting tools.
SharePoint
Organise case documents and shared files in your Microsoft workspace.
Twilio
Send SMS updates and reminders to keep clients informed.
OpenAI
Use AI to draft content, summarise documents and surface key details.
Claude
Work through detailed documents with AI-assisted analysis and clear summaries.
Grok
Use conversational AI to explore information and support written responses.
MedCo
Support medical reporting workflows with contact checks and case data submissions.
Amazon Web Services
Store documents and files using scalable cloud infrastructure.
Power BI
Turn business data into interactive dashboards and reports you can explore.
Gmail
Send client correspondence through your connected Gmail account.
Trustpilot
Collect client reviews and share feedback about your service.
Azure Health Data Services
Manage structured health records and medical imaging in Microsoft’s cloud.
Google Cloud Healthcare API
Store and access healthcare records and medical images through Google Cloud.
Send client messages and receive replies through your Twilio WhatsApp connection.
SendGrid
Deliver automated emails, track delivery events and process incoming messages.
Webex Interact
Send business SMS messages and timely client notifications.
OpenStreetMap
Show appointment venues and contact locations on clear, familiar maps.
Zapier
Build automations that connect your everyday business apps and routine tasks.
Availability, configuration and any additional costs are confirmed for your environment. Third-party subscriptions and permissions may be required.
One shared picture
Talk integrations →Keep the context connected.
Link activity to the matter so your team can see what changed, what needs to happen next and who’s responsible.
Let’s make it work for you.
A conversation about your team, your processes and your next step.