Integrations and Security

Integrations connect CaseSolo to tools your firm already uses. Security settings control who can connect, view, and manage those tools.

Integration Areas

Common integrations include:

• Calendar sync.
• E-signature providers.
• QuickBooks Online.
• Twilio messaging.
• Workspace sync.
• Webhooks and automation connectors.
• Court e-filing and direct ecosystem protocols.

Use the Integration Reliability Center to see whether each connector is ready, needs attention, or is blocked.

Connecting an Integration

1. Open Settings.
2. Choose the integration.
3. Start the connect flow.
4. Sign in with the provider.
5. Grant the requested permissions.
6. Return to CaseSolo and confirm status.

If a provider is marked preview-only, it is configured for testing but not fully ready for live use.

Security Settings

Admins should review:

• User roles and permissions.
• MFA requirements.
• Session policies.
• API keys.
• Webhook secrets.
• Integration access.
• Audit logs.

Security Best Practices

• Require MFA for admins.
• Use least-privilege roles.
• Remove users who leave the firm.
• Rotate API keys when staff or vendors change.
• Review webhook destinations.
• Reconnect integrations when provider credentials expire.
• Do not share invitation links or API keys in chat.