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
- Go to Settings → Integrations
- Click your CRM from the list to open its detail screen
- Use the Configuration tab to enter your CRM API credentials and turn on the integration
- Use the CRM Mappings tab to set up which fields and statuses match
- 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:
- Go to integration settings
- Click Status Mapping
- For each Kayse AI status, pick the matching CRM status
- 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 |