Seamless Workflow

Platform Integrations

Connect ExpertPI directly with your existing legal and investigative workflows. seamlessly sync cases, contacts, and billing data across your entire tech stack.

Seamless Data Mapping

How ExpertPI objects translate to your case management system.

ExpertPI	Clio Manage	Filevine	MyCase	Practice Panther	TrackOps	CROSStrax
Case / Engagement	Matter	Project	Case	Matter	Case	Case (via Zapier)
Client	Contact	Contact	Client	Account / Contact	Client	Client
Expert (Vendor)	Contact (Vendor)	Contact (Vendor)	Contact	Contact	Staff / Investigator	Investigator
Time Logs	Activity	BillingItem (Time)	Time Entry	Time Entry	Time	Time Log
Expenses	Activity (Expense)	BillingItem (Expense)	Expense	Expense	Expense	Expense
Invoices	Bill	Invoice	Invoice	Invoice	Invoice	Invoice
Evidence / Files	Document	Doc	Document	File	File (w/ upload URL)	Case File
Messages / Notes	Note / Communication	Note	Message / Comment	Note	Case Update	Case Note
Tasks / Milestones	Task	Deadline / Task	Event / Task	Task	Task	Task

Productivity Suite

Document & Calendar Integration

Enhance your daily workflow by connecting the productivity tools you use every day.

Google Suite

Workspace Integration

Two-way Google Calendar sync
Live reporting via Google Docs
Cloud storage linking

Collaborate in real-time. Link ExpertPI directly to your Google Calendar for milestone tracking and Google Docs for live evidence reporting.

Office 365

Enterprise Integration

Sync tasks with Outlook Calendar
Auto-draft reports in Word
Financial export to Excel

Power up your productivity. Seamlessly sync ExpertPI Tasks with your Outlook Calendar and export financial data directly to Excel.

Case Management Integrations

Unlock the full potential of your case management software.

Clio Manage

Sync your legal practice seamlessly. ExpertPI integration with Clio Manage ensures that every Matter, Contact, and Time Entry is automatically mirrored, allowing you to maintain a single source of truth.

Filevine

Keep your case files dynamic and up-to-date. Our Filevine integration maps Projects and Deadlines directly to ExpertPI Cases and Tasks, ensuring that investigative evidence is instantly available.

MyCase

Streamline client communication and billing. By connecting MyCase, you ensure that Client details, Time Entries, and Expenses flow effortlessly between platforms, reducing administrative overhead.

PracticePanther

Automate your investigative workflows. The ExpertPI integration with PracticePanther synchronizes Matters and Contacts, allowing you to trigger automated workflows and secure client portal updates.

TrackOps

Deepen your investigative capabilities. For firms using TrackOps, this integration aligns Cases, Subjects, and specialized Time Logs, ensuring that your field investigators are always on the same page.

CROSStrax

Unified case management for investigations. CROSStrax users benefit from direct synchronization of Cases, Investigators, and Report deliverables, facilitating a smooth transition from assignment to delivery.