Use two-way client and matter sync: originate work in Statular and send it to Clio, or originate in Clio and bring it into Statular for drafting.
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Integrations
Use Statular for the estate planning layer: intake, document automation, review, task lists, client portal, and final documents. Direct integrations and webhooks help connect that work to your practice management and automation tools.
Use direct connections for supported legal systems or use incoming webhooks to let compatible automation tools create a new Statular client or matter.
Direct and Webhook-Based
Use two-way client and matter sync: originate work in Statular and send it to Clio, or originate in Clio and bring it into Statular for drafting.
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Automatically create Statular clients and matters from Lawmatics contacts and matters using configurable triggers and practice-area rules.
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Link submitted DecisionVault client questionnaires to Statular clients and import the answers into the drafting interview with attorney review.
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Create private connection points that compatible tools can use to create new clients or matters in Statular.
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Use a Zapier workflow to send selected client or matter details to Statular through an incoming webhook.
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Connect a flexible n8n workflow to Statular client or matter creation using a private webhook address.
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Send available details from a Make workflow to Statular to create the client or matter your team needs next.
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Planned support for firms that use MyCase as their matter and client system of record.
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Planned support for firms that use Rocket Matter for practice management and matter operations.
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Planned support for firms that want CRM-style matter workflows connected to estate planning drafting.
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Planned support for firms that use Smokeball for matter management and practice operations.
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