Third-Party Integrations

Overview

The LegalsOne platform offers integrations with select third-party services to extend functionality for law firms. These integrations connect LegalsOne with external platforms at the law firm's direction. This page describes the integrations available, what data is shared, and how responsibility is allocated between LegalsOne, the third-party service, and the law firm.

LegalsOne is not affiliated with, endorsed by, or sponsored by any third-party service listed here. All third-party product names are trademarks of their respective owners.

Available Integrations

LegalsOne currently offers or supports the following integrations (subject to your subscription plan):

• Microsoft 365 — Calendar sync, email integration, and document attachment via Microsoft Graph API. Subject to Microsoft's terms of service and privacy policy.
• Zoom — Video conferencing link generation and meeting logging. Subject to Zoom's terms of service and privacy policy.
• Clio — One-time data import from Clio (matter data, contacts) during onboarding. Subject to Clio's terms of service and export permissions.
• Payment Processor(s) — Online payment acceptance for client invoicing. Specific processor varies by firm configuration. Subject to the applicable processor's merchant agreement and terms.

Available integrations may change over time. LegalsOne may add, modify, or discontinue integration support at any time, typically with 30 days' advance notice.

Responsibility Boundaries

When you enable a third-party integration:

• LegalsOne is responsible for: maintaining the technical connection between our platform and the third-party API; ensuring data is transmitted securely (TLS 1.2+) to and from the integration; displaying accurate information retrieved via the integration within LegalsOne's interface.
• The third-party provider is responsible for: the availability, reliability, and security of their own platform and API; compliance with their own terms of service; their data practices as defined in their own privacy policy and, where applicable, any DPA between you and that provider.
• You (the law firm) are responsible for: evaluating whether any integration is appropriate for your firm's use case; ensuring use of any integration complies with your applicable bar rules and client obligations; maintaining your own agreements with each third-party provider; managing access credentials for those services.

No Warranty for Third-Party Services

LEGALSONE MAKES NO WARRANTY, EXPRESS OR IMPLIED, REGARDING THE AVAILABILITY, RELIABILITY, ACCURACY, OR FITNESS FOR PURPOSE OF ANY THIRD-PARTY INTEGRATION OR CONNECTED SERVICE. DOWNTIME, ERRORS, OR CHANGES IN THIRD-PARTY APIS THAT AFFECT LEGALSONE INTEGRATIONS ARE OUTSIDE LEGALSONE'S CONTROL AND DO NOT CONSTITUTE AN SLA EVENT UNDER LEGALSONE'S SERVICE LEVEL AGREEMENT.

LegalsOne will make commercially reasonable efforts to restore affected integrations following third-party API changes or outages but cannot guarantee any specific timeline.

Data Shared with Integrations

Data shared with any third-party integration is limited to what is necessary for that integration's function and is shared only with your authorization. Examples include:

• Microsoft 365: Calendar event details, email metadata (not content, unless document sharing is enabled by the firm)
• Zoom: Meeting titles, attendee email addresses, meeting link data
• Clio: Matter data and contact records provided during import
• Payment processor: Invoice amounts and billing contact information; card data is processed directly by the payment processor and never stored by LegalsOne

For details on how LegalsOne handles data more broadly, see our Privacy Policy and Data Processing Agreement.

Your Authorization

By enabling a third-party integration within LegalsOne, you authorize LegalsOne to transmit data to and receive data from that third-party service on your firm's behalf as necessary to operate the integration. You represent that you have the authority to make this authorization for your firm and that your use of the integration complies with the third party's terms of service.

Disconnecting Integrations

You may disconnect any third-party integration at any time through your account settings. Disconnecting an integration stops new data from being shared but does not automatically delete data already processed by the third-party service. You should review the third party's data deletion procedures directly if you wish to remove data from their systems.

Contact

Questions about integrations: support@legalsone.com