Integrations

Connect Kayse AI with the tools you already use to make your work easier. 🔗

🌟 Overview

Kayse AI works behind your existing CRM, practice management system, and other tools to keep everything in sync. Integrations help you:

• Sync cases and clients with your CRM or practice management system
• Automatically update records across systems
• Trigger actions in other tools
• Import data from your existing systems
• Export data for reports and analysis

🔄 CRM Integrations

Connect Kayse AI with your CRM or practice management system so data flows between them automatically.

📋 Available CRM Integrations

Kayse AI works with popular CRM and practice management systems. Talk to your admin or our support team to get an integration set up.

✨ Integration Features

Feature	Description
Bidirectional Sync	Changes go both ways
Real-Time Updates	Syncing happens right away
Field Mapping	Match Kayse AI fields to your CRM fields
Status Mapping	Match case statuses between systems
Selective Sync	Pick which data gets synced

🛠️ Setting Up CRM Integration

1. Go to Settings → Integrations
2. Click your CRM from the list to open its detail screen
3. Use the Configuration tab to enter your CRM API credentials and turn on the integration
4. Use the CRM Mappings tab to set up which fields and statuses match
5. Test it with a sample record

🗺️ Field Mapping

Match Kayse AI fields to your CRM fields:

Kayse AI Field	Maps To
Case Name	Matter Name / Case Title
Case Type	Practice Area / Matter Type
Case Status	Status / Stage
Client Name	Contact Name
Phone	Phone Number
Email	Email Address
Custom Fields	Custom CRM Fields

📝 LawRuler and SmartAdvocate Mapping Notes

• Field mappings are designed to be safe: updating refreshes the available CRM fields while keeping your saved mappings.
• SmartAdvocate mappings handle both regular statuses and substatuses (which many SmartAdvocate firms use).
• If a CRM field can't be loaded, Kayse AI shows an error message in the mapping screen instead of failing quietly.

🔀 "Send mapping to LawRuler / SmartAdvocate" toggles

• Enabled: Kayse AI sends your mapped field/status updates to the CRM when changes happen in Kayse AI.
• Disabled: Kayse AI won't push mapped updates to that CRM. Your saved mappings stay safe — they just aren't used while the toggle is off.
• These toggles don't delete your mappings. They only control whether updates get sent.

📊 Status Mapping

Set up how case statuses translate between systems:

1. Go to integration settings
2. Click Status Mapping
3. For each Kayse AI status, pick the matching CRM status
4. Save your mappings

⚙️ Sync Settings

Setting	Description
Sync Direction	One-way or both ways
Sync Frequency	Right away, every hour, or once a day
Conflict Resolution	Which system wins when there's a disagreement
Initial Sync	Bring in existing records

📈 Sync Monitoring

Keep an eye on how syncing is going:

Metric	Description
Last Sync	When the last sync happened
Records Synced	How many records have been synced
Errors	Sync failures to look at
Pending	Records waiting to be synced