The tools your firm already runs on.
Ezra is built on Clio and plugged into the rest of the stack — practice management, accounting, marketing, calls, calendars and compliance. The data moves itself, so your team doesn’t have to.
The integration set
Calendar
Google Calendar Live
A lawyer's own Google Calendar: real availability behind every booking, the AI notetaker joining the meetings that qualify, and the week overlaid on their Ezra agenda.
Microsoft 365 Live
Outlook and Microsoft 365 calendars: real availability behind every booking, the AI notetaker joining the meetings that qualify, and the week overlaid on their Ezra agenda.
Practice management
Clio Manage Live
The practice-management system of record. Contacts, matters and time sync both ways; bills and the client account are read from Clio, which stays authoritative for both. Ezra writes its own notes, time, dates, tasks and correspondence back into the file.
CDD
Thirdfort Live
Identity, AML and PEP/sanctions screening, with ongoing monitoring — the checks a referral holds for a person to decide.
ReviewSolicitors Next
Verified review invitations, sent only where the client consents — and offered to every respondent identically, whatever they scored.
Ads and analytics
Google Ads Live
Conversion uploads — qualified leads and revenue, back to the campaign.
Meta Ads Live
Spend and conversions, mirrored against real matter outcomes.
LinkedIn Ads Live
Conversion uploads and spend reporting for B2B campaigns.
Google Analytics 4 Live
Traffic and source data, tied through to the matters it won.
Google Search Console Live
Organic search performance, alongside paid and referral.
mmunicMail Live
Web form submissions, straight into the intake pipeline.
Phone
Infinity Live
Inbound call tracking, matched to source and lead.
MediaHawk Live
Second call-tracking channel, with real-time capture and Google Ads attribution.
Accounts
Xero Next
Practice accounts and P&L, when the firm connects them. Built, not switched on for every firm.
Stripe Next
Card payments against a bill and Pay-by-Bank money on account, into two separate firm accounts. A pilot: allowlisted while a firm proves it, and switched off by default.
Request access
We onboard firms one at a time, with the team close by.
Tell us where to reach you and what you’re trying to fix, and we’ll be in touch. Only the email is required.
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How Ezra handles firm data