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Integrations for your firm

Your practice.
Your familiar tools.

From Clio and Lawmatics to the files, calendars and conversations around a matter. Connect the accounts your firm uses, and manage those connections in Affid.

Manage your connections Powered by Pipedream
Connect now. Choose your next step.

You can authorize accounts, review connection status and disconnect them in your client workspace. Connecting an account does not enable automatic case, document, calendar, invoice or message syncing.

Start with the systems your firm uses for matters, contacts and client intake.

  • Clio

    Legal practice management · US accounts

  • Lawmatics

    Legal CRM and client intake

The places your files live.

Connect the document accounts your team already uses for case files and shared folders.

  • Google Drive

    Cloud files and shared drives

  • Microsoft OneDrive

    Files in Microsoft 365

  • SharePoint

    Team sites and document libraries

  • Dropbox

    Cloud folders and file sharing

Your working calendar.

Bring your preferred scheduling account into your list of connected tools.

  • Google Calendar

    Google Workspace scheduling

  • Outlook Calendar

    Microsoft 365 scheduling

A place for signatures.

Connect the account your firm uses for electronic signatures and agreements.

  • DocuSign

    Electronic signatures and agreements

The business behind the work.

Add the accounting system your firm uses to keep its financial records.

  • QuickBooks

    Business accounting

  • Xero

    Cloud accounting

Where your team stays in touch.

Connect your work inbox and the channels your team uses every day.

  • Gmail

    Your Google work inbox

  • Outlook Email

    Your Microsoft 365 inbox

  • Slack

    Team channels and conversations

  • Microsoft Teams

    Microsoft 365 team communication

A few steps. You’re in control.

  1. 01

    Open your workspace.

    Sign in to Affid, open Integrations and choose the client account you work with.

  2. 02

    Choose a tool.

    Select an app and follow its authorization steps through Pipedream. Review the requested access before approving.

  3. 03

    Manage the connection.

    Check the status when you return to Affid. You can disconnect an account from the same place.

Open integrations

Available authorization methods and permissions vary by provider and account. Product names and logos belong to their respective owners.