Connects to Your Entire Tech Stack

Cognify integrates seamlessly with your practice management system, Microsoft 365, and the tools you already use—no rip-and-replace required.

Core Integration

Microsoft 365 & Co-Pilot

Cognify embeds directly into your Microsoft 365 environment through Co-Pilot integration, delivering intelligence where you already work.

📄

Word

Insert live data from practice management into proposals, reports, and client documents.

✓Matter status & billing history
✓Template auto-population
✓Formatted tables & charts
✓Natural language queries

📊

Excel

Build financial models and analysis with real-time data from all connected systems.

✓Revenue & profitability data
✓Pivot tables from live data
✓Dynamic dashboards
✓One-click refresh

📊

PowerPoint

Generate professional presentations with current KPIs and performance metrics.

✓Board presentation slides
✓Practice area performance
✓Pipeline & forecast charts
✓Auto-updating data

✉️

Outlook

Contextual client intelligence appears automatically when you need it most.

✓Client name detection
✓Outstanding invoice alerts
✓Matter status sidebar
✓Relationship health scores

💬

Teams

Chat interface for natural language queries and Intelligence Feed notifications.

✓Conversational queries
✓Intelligence Feed alerts
✓Performance Dashboard
✓Share insights with team

🤖

Co-Pilot

Cognify works as an intelligent agent across all M365 apps via Co-Pilot.

✓Unified intelligence layer
✓Cross-app consistency
✓Zero training overhead
✓Seamless experience

Practice Management

Connect Your Core Systems

Cognify pulls data from your practice management platform to power intelligence across all M365 applications.

ActionStep

✓ Available Now

Data Integration

→Matters & cases
→Time entries
→Invoices & billing
→Client records
→Financial transactions
→Document metadata
→Staff assignments
→Custom fields

Learn more about ActionStep integration →

Clio

✓ Available Now

Data Integration

→Matters & contacts
→Time tracking
→Bills & invoices
→Trust accounting
→Calendar & tasks
→Documents
→Communication logs
→Custom fields

Learn more about Clio integration →

LEAP

Coming Q2 2025

Planned Data Integration

→Matter management
→Time recording
→Billing & accounts
→Client database
→Document assembly
→Workflows
→Reporting data
→Practice analytics

Join the waitlist →

Custom Integration

Enterprise Plan

Your System

Using a different practice management system? We can build custom integrations for Enterprise clients.

→API assessment
→Custom connector development
→Data mapping & testing
→Ongoing maintenance

Roadmap

Additional Integrations Coming Soon

Expand Cognify's intelligence layer across your entire tech stack with upcoming integrations.

Q2 2025

💰

Accounting Systems

Xero, QuickBooks, Sage for comprehensive financial intelligence and reconciliation.

Q3 2025

📞

CRM Platforms

Salesforce, HubSpot for client development, pipeline tracking, and marketing insights.

Q3 2025

👥

HR Systems

BambooHR, Workday for people analytics, capacity planning, and resource optimization.

Q4 2025

📁

Document Management

iManage, NetDocuments for matter document intelligence and metadata extraction.

2026

📧

E-Signature Platforms

DocuSign, Adobe Sign for contract lifecycle insights and completion tracking.

2026

🔍

Legal Research

LexisNexis, Westlaw for research cost analysis and citation intelligence.

Implementation

Simple, Fast Setup Process

Most firms are live within 2 weeks. No complex data modeling, no dashboard building, no training required.

Connect Your Systems

Day 1-2

We connect Cognify to your practice management system and Microsoft 365 environment using secure OAuth authentication.

→OAuth authentication setup (no passwords shared)
→API permissions configuration
→Initial data sync (historical data import)
→Connection validation and testing

Configure Your Dashboard

Day 3-5

Through simple conversational questions, we set up your Performance Dashboard with targets, tolerances, and role-based views.

→Guided setup conversation (no technical knowledge required)
→Target setting for key metrics
→Tolerance band configuration
→Role-based view customization
→Intelligence Feed rule configuration

Deploy to Your Team

Day 6-10

We activate Cognify for your team with Microsoft Co-Pilot integration. Zero training required—it works just like their other M365 tools.

→User provisioning via Azure AD sync
→Co-Pilot plugin activation
→Teams app installation
→Role assignment and permissions
→Initial walkthrough session

Go Live & Optimize

Day 11-14

Your team starts using Cognify immediately. We monitor adoption, gather feedback, and refine configurations during the first week.

→Go-live announcement and support
→Usage monitoring and feedback collection
→Configuration refinement based on actual usage
→Additional Intelligence Feed rules as needed
→Ongoing support and optimization

Enterprise

API Access for Custom Integrations

Build custom workflows and integrations with Cognify's REST API. Available on Enterprise plans.

API Capabilities

📊

Query Intelligence

Programmatically query your firm's data and receive structured responses

🔔

Webhook Notifications

Receive real-time alerts when Intelligence Feed triggers important events

🎯

Custom KPI Management

Define and track custom metrics specific to your firm's unique needs

🔗

Third-Party Integration

Connect Cognify to your custom internal tools and workflows

Contact Sales for API Access

// Example: Query firm revenue data

const response = await fetch('https://api.cognifylegal.com/v1/query', {

method: 'POST',

headers: {

'Authorization': 'Bearer YOUR_API_KEY',

'Content-Type': 'application/json'

body: JSON.stringify({

query: 'revenue by practice area, last 6 months',

format: 'structured'

})

});

const data = await response.json();

// Returns: structured revenue data

Ready to Connect Your Systems?

Book a demo to see how Cognify integrates with your tech stack and delivers intelligence where you work.

Book a Demo Contact Sales