Connect Kayse to your existing systems
Connect Kayse with your legal tech stack. Existing CRM data, contact preferences, and consent state flow into Kayse so follow-up runs inside your firm's configured rules.
CRM Ready
Two-way sync
Case Mgmt
Instant connection
Comms Hub
Email / SMS / Voice
Workflow Builder
Ready to Connect to 8,000+ Apps
Open APIs
Future-proof
AI that does the work with guardrails built in.
Your AI can answer questions and take action. It can reach clients, chase documents, send SMS text messages, and update records.
Most AI outreach tools have no guardrails. Plaintiff law firms cannot afford to run on tools like that.
Built with compliance tooling
- TCPA safeguards built into the outreach engine[1]
- Do Not Call list screening tools[1]
- Consent and opt-in tracking across channels
- Quiet hours, time zone rules, and frequency caps
- Full audit trail of every outreach attempt
Runs inside the AI tools you use
Your team asks their AI to do something. The AI uses Kayse to run the outreach. Every touch is logged and can run through our compliance-forward stack.
We give your firm the tools. Your firm sets the rules. The combination is what reduces risk.[2]
[1] TCPA and Do Not Call screening require Kayse's TCPA/DNC Compliance Add-On, sold separately and delivered through a third-party compliance provider. May need to be added to your Kayse platform. [2] Kayse does not provide legal advice; compliance outcomes depend on how your firm sources contacts, obtains consent, and configures outreach.
How consent flows
Kayse reads consent state, opt-outs, and contact preferences from your CRM on every sync. If a contact is opted out in your CRM, they are opted out in Kayse. Your firm's system of record stays the source of truth.
Connect with 8,000+ Applications
As an approved Zapier integration partner, Kayse connects with virtually any application your firm uses
Popular Legal Tech Integrations
Workflow Builder + Zapier Integration
| Feature | Description | Example |
|---|---|---|
| Zapier Integration | Securely connect with 8,000+ apps | Push client doc updates to Salesforce or Clio |
| Workflow Builder | No-code automation designer | Trigger human-like AI calls, messages, and reminders when case deadlines approach |
| Event-Based Triggers | Automate based on client/case events | Send alerts when a client hasn't replied in 7 days |
| App Compatibility | Legal & productivity tools supported | Syncs with Clio, Salesforce, Dropbox, Google Drive, Outlook, Slack and more |
What Kayse's Zapier integration adds
Triggers for legal workflows
Workflows designed for legal processes like document collection, case milestones, and client sentiment changes
Your team can build workflows
Use the visual builder to create automations without writing code
Unlimited connections
Connect to as many applications as needed without additional per-connection fees
Enhancing Your CRM with
Legal Retention Capabilities
Kayse works alongside your existing CRM, adding specialized features:
- Law Ruler Connector: Two-way sync with Law Ruler
- SmartAdvocate Integration: Direct connection to case data
- Custom Integrations: Tailored connections for proprietary systems
The benefit:
Get specialized retention capabilities without replacing existing systems.
Learn More"We invested heavily in our CRM, but it wasn't designed for the unique challenges of mass tort client retention. Kayse filled those gaps perfectly while leveraging our existing CRM."
John, IT Director, National Mass Tort Firm
Connect to Your Case Management System
Kayse integrates with leading case management systems:
- Law Ruler Connector: Two-way sync with case data
- SmartAdvocate Integration: Direct connection to case information
- Custom Integrations: Tailored connections for proprietary systems
Integration Timeframe:
Typical integration takes 1 week depending on system complexity.
Key Benefit:
Maintain a single source of truth while adding retention capabilities.
Enhancing Your Current
Communication Channels
Kayse amplifies your existing communication methods:
- Email Integration: Connects with your existing CRM and PM apps
- Text Messaging Enhancement: Adds intelligence to SMS platforms
- Phone System Connection: Integrates with current infrastructure
Key Benefit:
Maintain familiar workflows while adding AI-powered capabilities.
Ready to connect your technology stack?
Tell us which systems you use. We will map the integration path for your client retention workflows.