Integrations
Work in the Tools You Already Love
Our native Zapier triggers allow deep integration with Clio, PracticePanther, Slack, Teams, PostGrid, and more.
Zapier and 8,000 apps
Unlock endless automation with our native Zapier integration — no coding or developers required. Connect to over 8,000 apps and services in minutes to create custom workflows that fit your exact practice. Push new docket events out automatically: send trademark updates to your project management tool, log deadlines in your calendar, or create tasks in Asana or Todoist. Pull data in seamlessly: import new client details from forms, intake software, or billing systems. Whether simple triggers or multi-step zaps, everything happens behind the scenes. Save hours of manual work, reduce errors, and build a trademark practice that runs smoother than ever — all using the tools you already know and love.
Keep data in sync with your main system
Never worry about outdated client contact information again. With deep, two-way sync to Clio, PracticePanther, and any CRM via Zapier, changes in your primary system flow instantly into your trademark docket. When a client updates their email, phone number, address, or matter details in your main database, the update appears automatically — ensuring notifications always reach the right person at the right address. Avoid embarrassing bounces or missed reminders caused by stale data. Keep your entire team working from a single source of truth, streamline onboarding, and maintain perfect accuracy across platforms without lifting a finger. Effortless consistency for growing firms.
Automated calls, mail & team alerts
Turn critical deadlines into action with fully automated outreach. As due dates approach — Office Actions, renewals, Statements of Use — trigger personalized reminders exactly when you want: outbound voice calls that include mark details, due dates, and next steps, professional postcards or certified letters via PostGrid, or instant alerts to your team in Slack, Microsoft Teams, or Google Chat. Notify the right attorney or paralegal immediately when an Extension to Oppose is filed or a Letter of Protest arrives. Clients get gentle nudges without manual intervention. Customize triggers and cadences per matter type, ensuring nothing slips while freeing your staff for higher-value work. Proactive protection for every mark.
Built to Perform
Automatic docketing • Built-in client reminders • Weekly warm leads • AI that actually saves hours -
All for a predictable price that most firms recover in the first month from prevented abandonments alone.