Integrations

Link your CSI Lawyer to

  • KYC service
  • Accounting system
  • Document management system
  • Time tracking application

Build an ideal total solution
with integrations.

A set of separate applications means an inefficient and frustrating process with duplicate work. That’s why we invest in integrations. They allow CSI Lawyer to be linked to other solutions commonly used by our customers and transfer the information they need.

With our productized integrations to KYC services, you can create the needed total solution. Integrations to document management, accounting systems and time-tracking applications minimize manual work and human errors, streamlining your business processes.

KYC services

Customer identification and verification of customer identity is always performed outside CSI Lawyer. However, the software enables setting the required level of identification and its validity period for each customer individually. It supports the process by managing the identification status and ensuring proper processing of the matter until the identification is completed.

CSI Lawyer can be integrated to the DOKS, Due AML and Clento services.

The integration enables you to start a matter-specific identification automatically in the KYC service when a new matter is opened in CSI Lawyer. After this, the identification steps take place in the KYC service, but you can monitor their progress from CSI Lawyer with just one click.

Once the identification has been completed in the KYC service, it will also be acknowledged in CSI Lawyer. The team can thus continue managing the matter without restrictions. Of the identification, only its status, identification date, and identifier are transferred to CSI Lawyer. All other identification details remain securely in the KYC service only.

Accounting systems

Integrations to accounting systems enable an easy transfer of invoicing material to the accounting. If you wish, you can also maintain your sales ledger in the accounting system instead of CSI Lawyer.

We offer productized two-way integrations to Fortnox, Fennoa, Netvisor and Procountor.

The productized integrations transfer from CSI Lawyer to accounting different invoices, as well as the matter information required for making matter-related expense entries. If required, information about cost centers can also be transferred for reporting purposes.

From the accounting system, the productized integration returns to CSI Lawyer all payments adjusted to invoices, as well as any expenses attached to CSI matters. You can then include them in the customer’s invoice.

The integrations to Directo and Hogia transfer the same information as the productized integrations, but their configuration is always finalized customer-specifically.

In case your company uses any other accounting system, you can always transfer the invoicing material to it manually.

Document management systems

The software can be connected to the most commonly used document management systems in the legal industry through integration or metadata transfer. When documents are saved to M-Files or O365 SharePoint attached to a customer or an assignment, the team can easily find them in the software. The document folder opens up a window for the document management system, allowing you to view and process documents and to create new ones. If the visibility of a customer or a matter is restricted, the same restrictions will also be inherited for the attached documents.

The M-Files document management offers advanced document search and editing capabilities, document version management and enhanced security. As a reseller of M-Files, CSI has specialized in adapting M-Files to the needs of the legal industry. For CSI cloud service customers, M-Files is also available as a cloud service.

The O365 SharePoint integration allows you to use SharePoint either as a simple document storage or through team sites. A team-site approach creates a separate team site for each customer and matter under which their documents are stored. If SharePoint is used as a document storage, there will be only one team site for storing documents. Each customer will have a separate folder under which the matter-specific subfolders are added.

The software can also be integrated to the iManage document management. The integration does not create a Documents folder in CSI Lawyer but it allows iManage – by utilizing views – to retrieve metadata of all new CSI customers and matters. Documents saved to iManage can thus be easily attached to a CSI customer or matter.

Time tracking systems

The software itself offers a variety of ways to register billable and work time entries. Busy users can also use mobile devices and the CSI MyDesk desktop application to make billable time entries. Besides, you can integrate a separate time tracking application into the software. And entries can be made also from Outlook e-mail messages, calendar events, and tasks.

The TIQ Time integration synchronizes your work time entries added in TIQ Time as billable entries in CSI Lawyer. From CSI Lawyer, the integration transfers the required matter data to TIQ Time for attaching the entries to correct CSI matters.

The integration to Outlook enables users to make time entries to CSI Lawyer directly from their Outlook e-mails, appointments or tasks. While making the entry, you can also choose to attach to it the related e-mail as a note.

Read also about…