Integrations live in Settings > Integrations. Settings shows Gmail and
Google Calendar.
Connect only accounts approved for firm case work. These connections can expose
sensitive client, claimant, veteran, medical, benefits, and legal information,
so the firm should use accounts covered by its internal
policies and vendor review.
Gmail
Gmail connections let case-related email from the connected Gmail account appear
in case context.
When approved attorney sending is enabled for the firm, the connected mailbox
also needs provider send authority before an attorney-approved case email can be
sent. Case-specific client email is not sent automatically. A case-specific
message sends only after the attorney approves the draft from a case-bound
approve/send card.
Read-only Gmail connections fail closed for sending. If send authority is
missing or the mailbox needs reconnecting, provider-backed For You cards that
require approved sending do not appear as completable actions.
Google Calendar
Google Calendar connections let attorney availability support case-related
meeting scheduling when the firm has enabled that workflow.
Calendar access is separate from sign-in and separate from email. Calendar
connection state is stored server-side, and a meeting is created only after the
calendar provider succeeds. Case-bound scheduling does not create a standalone
Calendar page, booking-page builder, or calendar replacement.
Schedule-consult For You cards appear only when the required calendar authority
and approved email-send authority are connected. If either authority is
missing, Settings shows the missing connection instead of Home advertising an
action that cannot be completed.
What Settings does not show
Settings exposes Gmail and Google Calendar only.
Settings also does not expose standalone Inbox, Calendar, booking,
workflow-builder, or CRM surfaces. Connected email and calendar work stays
case-bound. Last modified on August 13, 2026
