INTEGRATIONS

Two Systems. One Mission.
Zero Revenue Left Behind.

Your case management system handles matters. RocketPro handles the leads that become those matters. Connected, they close the revenue gap that costs firms thousands every month.

78% of clients hire the first firm that responds. RocketPro + your CRM ensures that's always you.
Clio
MyCase
Lawmatics
Lawcus
+20 more integrations

Free Setup Included · Works with Your Existing Tools · Setup in 72 Hours

PURPOSE-BUILT PARTNERS

Not a Replacement. The Missing Front Half.

Your Case Management System

  • Matter management
  • Billing & invoicing
  • Trust accounting
  • Time tracking
  • Document management
  • Court deadlines & calendaring
Starts after retainer is signed
Data Handoff

RocketPro Revenue System

  • Lead capture & speed-to-lead
  • AI follow-up (Aria)
  • Consultation booking
  • Digital intake & e-sign
  • Pipeline & retainer tracking
  • Revenue attribution & growth
Starts the moment a lead arrives

When a lead becomes a case, RocketPro hands it off to your case management system with complete intake data — every document, every conversation, every detail.

What Transfers Automatically

Contact Name & Info
Phone & Email
Practice Area
Intake Form Data
Consultation Notes
Retainer Status
Lead Source
Pipeline Stage
Documents
Tags & Categories
THE GAP

What Happens Without Integration

Disconnected systems don't just slow you down — they cost you cases.

Staff manually copies lead data between spreadsheets and your CRM
Lead data auto-syncs to your CRM the moment a retainer is signed
No visibility into which marketing channels actually produce signed cases
Full attribution from ad click to signed retainer across both systems
Attorneys open cases with incomplete intake data and missing documents
Cases arrive with every document, note, and conversation attached
Leads fall through cracks between marketing tools and case management
Zero-gap pipeline from first contact to case creation — nothing lost
OUR PARTNERS

Your Tools. Connected.

RocketPro integrates with the platforms your firm already relies on — from case management to calendars to payments.

Bi-directional sync

Clio Manages Your Cases. RocketPro Fills Your Pipeline.

The industry-standard practice management platform paired with a purpose-built revenue engine. Together: complete lead-to-case automation.

Leads flow to Clio as matters, case updates flow back — zero manual entry.
Explore RocketPro + Clio
Auto contact creation

MyCase Handles Operations. RocketPro Handles Growth.

MyCase handles legal operations. RocketPro handles lead conversion. Working in concert for seamless client acquisition.

Automatic contact creation and intake data transfer on retainer.
Explore RocketPro + MyCase
Full migration support

When Your Firm Outgrows Basic Intake, RocketPro Is Ready

For firms ready to graduate from basic intake automation to a complete Lead-to-Case Revenue System with AI-powered follow-up.

Full migration support — your data, workflows, and automations transfer seamlessly.
Explore RocketPro + Lawmatics
Real-time API sync

Lawcus Runs Your Practice. RocketPro Grows It.

Lawcus excels at internal workflows and practice management. RocketPro powers the external acquisition engine that keeps the pipeline full.

API-driven integration for real-time lead-to-case handoff.
Explore RocketPro + Lawcus

Connect to 5,000+ Apps via Zapier

Don't see your tool? RocketPro connects to thousands of apps through Zapier — from accounting software to project management and beyond.

Ready to connect your systems?

THE HANDOFF

From Lead to Case in 5 Automated Steps

Watch how a single inbound lead becomes a fully-documented case in your CRM — without your team lifting a finger.

Lead Arrives

Multi-channel capture via RocketPro

Aria Engages

AI follow-up and qualification

Consultation Booked

Automated scheduling and intake

Retainer Signed

Digital intake and e-signature

Case Created

Auto-synced to your case management system

Every conversation, document, and data point transfers automatically. No duplicate entry. No lost information.

WHY INTEGRATE

The Revenue Impact of Connected Systems

0 manual steps

Zero Duplicate Entry

Lead data flows directly into your case management system when a retainer is signed. No copying, no pasting, no human error.

100% data captured

Complete Client History

Every touchpoint — calls, texts, emails, forms — synced automatically so your legal team sees the full picture from day one.

3x faster setup

Faster Case Opening

Cases are created with full intake data, documents, and signed agreements already attached. Your legal team starts working immediately.

Full ROI tracking

Revenue Visibility

Track ROI from first ad click through signed retainer across both systems. Finally know which marketing dollars actually produce cases.

2 platforms, 1 workflow

Team Alignment

Your intake team works in RocketPro, your legal team works in their case management platform — seamlessly connected, zero disruption.

0 changes to your CRM

No Workflow Disruption

Keep your existing case management workflows exactly as they are. RocketPro handles everything that comes before the retainer.

0 of clients hire whoever responds first
0 minute average response time with Aria
0 hours from signup to fully integrated
0 of lead data synced — zero manual entry
PERFECT FIT

Is This Right for Your Firm?

This is for you if...

You already use Clio, MyCase, Lawcus, or Lawmatics and want to keep using it

Leads are falling through the gap between marketing and your case management system

You want AI-powered follow-up without replacing your legal software

This is NOT for you if...

You want an all-in-one system that handles billing, trust accounting, and case management

You have zero marketing spend and aren't generating any inbound leads yet

You're looking to replace your case management platform entirely

REAL RESULTS

Law Firms That Connected Their Systems

Clio
"Connecting RocketPro to our Clio account took less than a day. Now every lead that converts automatically creates a matter in Clio — no more double data entry."
JH
Managing Partner Personal Injury • Clio User
MyCase
"We switched from Lawmatics to RocketPro and kept MyCase for case management. The two-system setup actually works better — each tool does what it's best at."
ST
Operations Director Family Law • MyCase User
Lawcus
"The bi-directional sync with Lawcus means our attorneys always see the latest lead status, and RocketPro always knows when a case is opened. Zero gaps."
RM
Senior Associate Business Law • Lawcus User
Integration included in all plans. No extra fees. No add-on pricing. Every RocketPro plan includes full CRM integration with Clio, MyCase, Lawcus, and Lawmatics. See Pricing
GETTING STARTED

Live in 72 Hours. We Handle Everything.

You tell us what tools you use. We do the rest.

1

Tell Us Your Stack

During your demo, we'll ask which CRM, calendar, and tools you use. That's all we need to start.

2

We Configure Everything

Our setup team connects RocketPro to your systems, maps your fields, and tests the data flow end-to-end.

3

Go Live in 72 Hours

Your integration is live and syncing. Leads flow in, cases flow out. Zero manual data entry from day one.

Average setup time: 47 minutes · Sync tested end-to-end before go-live · Dedicated integration specialist assigned

Your CRM Manages Cases.
Who Manages the Leads?

See how RocketPro works alongside your existing tools to turn every lead into a signed retainer.

Free Setup ($2K Value)
Live in 72 Hours
No Contracts
Cancel Anytime