Under Firm Settings, select Integrations.

Click Activate next to the tools you wish to connect (such as LawPay, QuickBooks, Google Calendar, or Outlook) and follow the guided setup prompts.

1. Open Settings.
2. Under Firm Settings, select Integrations.
 
 
3. Click Activate next to the tools you wish to connect (such as LawPay, QuickBooks, Google Calendar, or Outlook) and follow the guided setup prompts.

A quick guide on how to activate integrations such as LawPay, QuickBooks, and Google Calendar from your DocketWise Firm Settings.

Activating Integrations

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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