Clio, PracticePanther, MyCase, NetDocuments: what integrates?

Each of the five systems offers some form of API, but only Clio documents authentication, rate limits and webhooks publicly in enough detail to design an integration before talking to the vendor. The table summarizes what we could verify in the vendors' own documentation on 24 September 2026.

“Not stated” means we did not find it in the pages listed under sources. It does not mean the feature is missing. It means you should ask before you design around it.

Clio Manage offers a documented API covering matters, contacts, calendars, tasks, documents, billing, trust accounting and court rules, secured with OAuth 2.0. It is the most completely documented of the systems in this guide.

Authorization uses the OAuth 2.0 authorization code grant. According to Clio's docs, authorization codes are valid for 10 minutes, access tokens last 30 days, and refresh tokens do not expire and should be stored encrypted. Clio runs separate regions, and tokens issued for the US are not valid against the EU, Canadian or Australian endpoints, which matters for any firm whose account is not on the US instance.

The default rate limit is 50 requests per minute per access token during peak hours, which for the US and Canada are 4 am to 7 pm Pacific, Monday to Friday. Off-peak limits are higher. A 429 response carries a Retry-After header. For bulk migrations this limit decides the schedule, so plan them off-peak.

Webhooks exist for matters, activities, bills, calendar entries, communications, contacts, tasks, documents, folders and Clio Payments payments, with created, updated and deleted events plus matter_opened, matter_pended and matter_closed. A webhook expires after 3 days unless you set expires_at, with a maximum of 31 days, so an integration must renew them. Clio signs each delivery with an HMAC-SHA256 signature in the X-Hook-Signature header.

PracticePanther offers a REST API (version 2) using the OAuth 2.0 authorization code flow, and you must first submit a request for API access. Client credentials are requested from PracticePanther rather than created self-service.

The API reference lists accounts, bank accounts, call logs, contacts, custom fields, emails, events, expenses, invoices, items, matters, notes, payments, relationships, tags, tasks, time entries and users. That covers intake, matter setup and time capture.

Two gaps are worth knowing. The API reference gives access tokens up to 24 hours and refresh tokens up to 14 days, while the help center article says refresh tokens are in most cases valid for 60 days or until used. An integration should assume the shorter value. Neither page we read mentions webhooks or rate limits, so change detection may need polling; confirm with PracticePanther before relying on either.

MyCase states that its Open API is available exclusively in the Advanced tier. On lower tiers, an API integration is not an option according to that article, and exports or manual steps remain.

To get access, the firm sends MyCase support a redirect URL for OAuth 2.0, whether read or write access to all resources is needed, and the admin's email address. MyCase then issues credentials to an account admin. MyCase says it does not provide direct technical support for API implementations and points firms to certified consultants and the API documentation.

The help article does not describe webhooks, rate limits or the list of resources. MyCase's separate API documentation site did not render for our review, so we cannot state those details. Ask for them before you scope a project.

NetDocuments integrations run through an application registered in the NetDocuments portal, but the technical API documentation is not on the public pages we could open. That makes NetDocuments the least verifiable system in this guide before a project starts.

A setup guide from Tungsten Automation, a third-party vendor that connects to NetDocuments, describes the registration: the application type must be REST, the client type Confidential with the authorization code grant flow, and a client ID and client secret are issued once the application is saved. We found no public statement on rate limits or webhooks.

In practice, a firm that wants a custom NetDocuments integration should expect a step where the developer obtains portal access and the documentation first. Budget time for it.

LEAP says its API platform allows third parties to extend, expand and automate LEAP functionality using REST APIs, with access through the LEAP Developer Console. The same page describes that console as a route for developers with an app that is valuable to law firms, which suggests a vetting step.

Authentication, rate limits, webhooks and the list of resources are not described on that page. For a single UK firm that wants one internal integration, clarify with LEAP first whether the console is open to it or only to product vendors.

An export is the realistic path when your plan has no API access, when the vendor does not grant access for a one-firm integration, or when a published rate limit makes a full sync too slow. Exports are slower and one-way, but they are often enough for reporting and migrations.

Elevate Consulting builds on the APIs, exports and databases a system actually offers and says up front when a workflow cannot be automated cleanly on your current plan. Sometimes the honest answer is: not yet, until the plan or the vendor's access changes.