Can you integrate with a system that doesn't have a modern API?

Yes. As well as REST APIs, we regularly work with older SOAP web services and secure SFTP file transfers, so systems without a modern API can usually still be connected.

What if the other system's API doesn't work with Proclaim?

That's often where we add the most value. When two systems don't speak the same language, such as an XML API and Proclaim's JSON-only REST integration tool, we build middleware that translates between them.

Do you only build integrations for Proclaim?

Most of our integration work is on Proclaim, where we know the integration tools and their limits inside out. The same skills apply to other case management systems, including Actionstep.

Can you build an API for our firm?

Yes. We build our own internal APIs when an off-the-shelf option won't do the job, so your systems can share data in a way that suits you.

Who supports the integration once it's live?

We do. We aim to respond to all support requests within one working day, with urgent issues prioritised, and we can adapt the integration as the systems on either side change.

How is integration work priced?

Every integration is different, so we scope it with you first and agree a clear price, whether that's a one-off project or ongoing support.

One of our biggest strengths

Proclaim & Case Management Integrations

We've built integrations for many different products and platforms, from partners such as Minerva and VSiD to Twilio and HubSpot, connecting case management systems to referrers, onboarding, e-signature, ID checks and more, from the first instruction to the conclusion of the case.

Book a Conversation What we connect

REST

JSON and XML APIs

SOAP

Older web services

SFTP

Secure file transfer

End to end

From instruction to conclusion

What we connect

We've integrated case management systems with many different products and platforms. Here are some of the most common.

Referrals & instructions

New work arriving straight from referrers and work providers, with no email or re-keying.

Start-to-finish case updates

Full system-to-system updates from the start of a case to its conclusion.

Client onboarding platforms

Onboarding details flowing straight into the right case.

E-signature platforms

Documents sent for signature and filed back automatically once signed.

ID & AML checks

Identity check requests and results connected to the case.

Reports, documents & invoices

Appointments, reports and invoices exchanged automatically between firms.

In-house tools

Your own systems plugged into your case management workflows.

CRM & messaging

Platforms like HubSpot and Twilio connected to your case data.

Platforms we work with include

Partner

Partner

Twilio

Integration

HubSpot

Integration

And many more. If it has an API, a web service or a file feed, we can usually connect it.

Any technology, old or new

We have a solid understanding of APIs in general, so the technology on the other side is rarely a barrier.

REST APIs

JSON or XML, including where the two sides don't match.

SOAP web services

Older services that newer tools often can't talk to.

SFTP file transfer

Secure, scheduled data exchange where there's no API at all.

Middleware

Hosted in Microsoft Azure to translate and route data between systems.

Our own APIs

We build internal APIs when off-the-shelf options won't do.

Especially on Proclaim

Why firms come to us for integrations

Integrations are one of the things we do best, particularly on Proclaim. We know its integration tools inside out, including their limits, and how to work around them when the system on the other side doesn't fit.

We also understand case data and how firms work, so an integration doesn't just move data: it lands in the right fields and moves the case on.

1
Deep Proclaim knowledge
We know what Proclaim's integration tools can and can't do, and how to bridge the gaps.
2
Whole-case thinking
We design integrations around the full life of a case, not just a single data transfer.
3
Data that lands properly
Information is mapped to the right fields and triggers the right workflows automatically.
4
Support after go-live
We look after the integrations we build and adapt them as the systems around them change.

Integrations we've built

Two examples of the integration work we do.

CRM · No middleware

Proclaim → HubSpot: enquiry tracking for a multi-office law firm

The challenge: The firm had adopted HubSpot, but its enquiry data lived entirely in Proclaim, so marketing had no reliable view of enquiries, sources or conversion.
What we did: We built a one-way integration natively in Proclaim that turns every enquiry into a tracked HubSpot deal, with no middleware to host or maintain.

The result

Live view of enquiry volume
Conversion by source, work type, office and fee earner
Reasons enquiries don't proceed, tracked

Read the full case study

REST · XML to JSON

Connecting a medical agency with an instructing solicitor

The challenge: The solicitor's REST API used XML, while Proclaim's tool for building REST service integrations only works with JSON, so the two couldn't connect directly.
What we did: We built middleware in Microsoft Azure that translates between XML and JSON and passes instructions, appointments, reports and invoices both ways.

The result

Minutes saved setting up every new case
Less email traffic between the two firms
No waiting for documents to be filed by hand

Read the full project

How we build an integration

A clear process, so you know exactly what's being built and why.

1
Discover
We learn how both systems work and what needs to flow between them.
2
Design
We map the data and the events that should trigger each exchange.
3
Build
We build the integration, plus any middleware it needs.
4
Test
We test it end to end with real case scenarios.
5
Support
We go live and keep the integration running smoothly.

Integration questions

Got two systems that need to talk?

Free consultation, no obligation. Tell us what you'd like to connect and we'll tell you how we'd approach it.

Book a Conversation Call 0151 808 0300