Integrations
Works inside the systems your firm already runs
Index connects directly to your CRM, practice management, and relationship platforms — no migration, no new tools, no disruption.
How It Works
Index works alongside your existing tools — CRM, finance, practice management — enriching and connecting data in the background. No migration. No retraining. No disruption.
The Process
From discovery to ongoing stewardship, we follow a proven methodology built for law firm environments.
We audit your existing data landscape — CRM, finance, and practice systems — to understand where data lives, what's broken, and what's missing.
Index connects to your systems via secure, read-write integrations. No migration, no new databases. We work where your data already lives.
Our platform continuously verifies contacts, classifies companies and matters, maps hierarchies, and standardizes records at scale.
Data doesn't stay clean on its own. Index runs continuously — catching changes, flagging anomalies, and keeping records current.
Behind the Scenes
While your firm works, over 500 specialized AI agents are working too — around the clock, powering your data foundation.
Checks email deliverability, confirms current employers, matches LinkedIn identities, and removes duplicates and inactive records.
Applies consistent industry codes, assigns unique identifiers, and maps corporate hierarchies and ultimate parent relationships.
Generates matter narratives, classifies work by practice area and industry, and transforms timecards into usable service categories.
Links people, companies, and matters through shared identifiers and classifications — creating one unified view across all systems.
Tracks data accuracy metrics over time, flags anomalies, and provides monthly scorecards to firm leadership.
All data processing follows strict confidentiality protocols. Built for the unique security requirements of legal data.
Integrations
Index connects directly to your CRM, practice management, and relationship platforms — no migration, no new tools, no disruption.
Zero Disruption
Index doesn't ask attorneys, BD, or operations staff to learn new tools or adopt new workflows. The foundation runs in the background — your people keep working exactly as they do today.
Index works within your existing technology environment. There is nothing new for your team to learn, log in to, or maintain.
Attorneys, BD, and operations staff continue working exactly as they do today. Index improves the data behind the scenes, invisibly.
No migration, no cutover, no downtime. Index connects and begins working without disrupting your firm's day-to-day operations.
See It in Action
We'll walk through how the foundation integrates with your existing tools and what the first 90 days look like.