Data Integration for Legal Services

Unify case management, document repositories, and billing systems while protecting attorney-client privilege and ensuring ethical compliance.

Industry-Specific Outcomes

Matter analytics dashboards combining case, billing, and document data

Client 360 views across practice management and CRM systems

E-discovery workflows from document repositories to review platforms

Automated conflicts checking across firm-wide matter databases

Financial reporting integrating time entries, billings, and trust accounting

Popular Connector Workflows

Source System
Destination
Use Case
Salesforce
Snowflake
Matter lifecycle tracking and business development analytics
Google Drive
BigQuery
Document metadata analysis and knowledge management repositories
Microsoft SharePoint
Snowflake
Legal document workflows and version control tracking
QuickBooks
BigQuery
Trust accounting compliance and financial reporting dashboards
Airtable
PostgreSQL
Matter intake automation and conflicts checking workflows

Legal Data Integration Architecture

Secure data pipelines from practice management, DMS, and billing systems to analytics platforms with privilege protection.

Without such an integrated 360-degree view of customer engagement data, it was challenging for internal product teams to reach the right customers at the right time through push notifications or email messages. With Airbyte, we were able to save up to 10% of the marketing budget. In addition, the savings obtained with Airbyte helps the company reinvest into the business to lead to a higher return on marketing investment.
Konrad Schlatte
,
Data Engineer
,
PensionBee

Compliance Considerations

  • ABA Model Rule 1.6 attorney-client confidentiality with encryption

  • GDPR Article 17 data erasure for international matters

  • Attorney-client privilege protection with access controls and audit logging

  • DOJ cross-border data transfer restrictions effective April 2025

Recommended Connectors

See all connectors

Salesforce

client and matter management CRM

QuickBooks

time tracking and billing management

Dropbox Sign

e-signatures and document workflows

Box

document storage and collaboration

Snowflake destination

data warehouse for legal analytics

BigQuery

analytics and reporting platform

Related Resources

Legal Workflow Automation

Data Privacy and Compliance

Audit Logging Compliance

Cross-Border Data Transfer Compliance

Secure Legal Data Integration

Move faster with secure, compliant, and open-source data integration.