WhatsApp Business Platform
Request documents and send permitted reminders.
Planned connectionConnections for real work
Your familiar tools.
A clearer process.
ActorLattice is being built to run workflows using its own screens, records and tasks. External connections are optional. When a supported connection helps your process, you can use it for a client message, a document, a signature, an appointment or a billing handoff.
Make your existing tools do more together.
Provider choice is useful only when the required action works.
Your practice-management system can keep the case records. ActorLattice is being built to coordinate the work around them: collect what is missing, prepare the next task and ask for approval.
Use external connections only where needed. The catalog below is proposed, not a claim that every provider is already supported.
- Choose the product and the exact action.
- Check access before connecting an account.
- Keep failures separate from confirmed updates.
Find the tools your firm uses.
These are proposed connections for early access. A product name does not imply every operation is supported.
23 proposed connections
Gmail
Read relevant email and prepare replies for review.
Planned connection
Outlook
Connect email to the right client and case.
Planned connection
Microsoft Teams
Bring a question to the responsible team.
Planned connection
Slack
Share a permitted task or review update.
Planned connection
Google Drive
Work with the files approved for the process.
Planned connection
OneDrive
Use approved files in your Microsoft account.
Planned connection
SharePoint
Connect the relevant document library.
Planned connection
Dropbox
Use selected case files and folders.
Planned connection
Box
Bring approved documents into the process.
Planned connection
iManage
Connect the legal documents the task needs.
Planned connection
NetDocuments
Use the relevant firm's document records.
Planned connection
Clio
Connect agreed client, case and task details.
Planned connection
MyCase
Keep agreed case information in the handoff.
Planned connection
PracticePanther
Connect the records needed for the next step.
Planned connection
Actionstep
Work with agreed practice-management records.
Planned connection
Docusign
Prepare a signature handoff and track its result.
Planned connection
Adobe Acrobat Sign
Prepare an approved signature request.
Planned connection
Google Calendar
Connect approved appointments to the case.
Planned connectionOutlook Calendar
Coordinate agreed appointments and owners.
Planned connection
Calendly
Bring appointment details into the process.
Planned connection
QuickBooks Online
Pass approved information to the billing step.
Planned connection
Xero
Prepare an agreed accounting handoff.
Planned connectionConnections are proposed for early access. Available products and actions are confirmed with each firm.
Know what a connection permits.
Confirm the product, account, permitted action and expected result.
Specific actions
Reading a document and changing it require different access.
Your approval rules
Decide which messages or updates need a person.
A visible result
Distinguish prepared, attempted and confirmed actions.
What should a connection actually do?
Illustrative onboarding example. The exact products and actions would be confirmed for the firm's pilot.
Receive a client reply
A WhatsApp Business or email connection would identify the relevant message and case, within the account's permissions.
Find the document
An approved Drive, OneDrive or document-system connection would make the permitted file available for the next task.
Update the right record
A supported case-system action would record the agreed change. A failed update stays separate from a confirmed one.
Tell us which action matters in your tools.
Name the product and the job: receive a message, find a file, request a signature or update a record.
Discuss a connection