Delta works inside the systems you already use.
Any system your team signs into. Nothing to migrate.
One paralegal across every system.
Two demands owed. One is due today.Systems Delta works in.
Case management
- FilevineDelta reads and updates your Filevine projects, phases, custom fields and notes.
- ClioDelta reads and updates your Clio matters, contacts, activities and tasks, and files email to the right matter.
- MyCaseDelta reads and updates your MyCase cases, contacts, tasks and events.
- LitifyDelta reads and updates your Litify matters, intakes, injuries and negotiations through your Salesforce sign-in.
- SmartAdvocateDelta reads and updates your SmartAdvocate cases, insurance, treatment and notes.
- CASEpeerDelta reads and updates your CASEpeer cases, treatment, medical bills and settlement details.
- Needles and NeosDelta reads and updates your Needles or Neos cases, parties, insurance and values.
- SmokeballReads and updates matters and tasks.
- PracticePantherReads and updates matters, contacts and tasks.
- CloudLexReads and updates cases and their details.
- TrialWorksReads and updates cases and notes.
Intake and CRM
- Lead DocketDelta reads and updates your Lead Docket leads, intake status and notes.
- Law RulerDelta reads and updates your Law Ruler leads, intake forms and statuses.
- SalesforceDelta queries and updates any Salesforce object your firm uses, standard or custom.
- LawmaticsReads and updates leads and intake status.
- Clio GrowReads and updates leads and intake forms.
Email, calendar and chat
- OutlookDelta reads your Outlook mail and attachments, drafts replies, and files threads to the right case.
- GmailDelta reads your Gmail threads and attachments, drafts replies, and files email to the right matter.
- Google CalendarReads and adds case events and deadlines.
- Microsoft TeamsReads channel and chat messages.
- SlackReads channel messages.
Documents
- Google DriveReads and saves case files and folders.
- OneDrive and SharePointReads and saves case files and folders.
- DropboxReads and saves case files and folders.
- BoxReads and saves case files and folders.
- NetDocumentsReads and saves documents in your workspaces.
- iManageReads and saves documents in your workspaces.
Legal AI
- EveReads the work it has produced for your cases.
- EvenUpReads the demands and summaries it has produced.
- SupioReads the summaries and chronologies it has produced.
- FasterOutcomesReads the demands it has produced.
- PrecedentReads the demands it has produced.
- CoCounselReads the work it has produced.
- HarveyReads the work it has produced.
Research
- Lexis+ AIRuns searches on your firm's own subscription.
- WestlawRuns searches on your firm's own subscription.
Billing and phones
- QuickBooksReads invoices, payments and expenses.
- LawPayReads payments and deposits.
- RingCentralReads call logs and text messages.
E-signature
- DocuSignChecks who has signed and what is still out.
Anything your firm signs intoIf your team signs in to it, Delta can work inside it.
Integration questions.
Does CaseDelta work with my case system?
Yes. Delta works inside Filevine, Clio, MyCase, Litify, SmartAdvocate, CASEpeer, Needles and any other case system your team signs into.
What if my system is not listed?
Delta can connect to any system your team signs into. You sign in once, and Delta checks it can see your cases before the connection is done.
Do we have to migrate anything?
No. Delta works inside the systems your firm already uses. Nothing is migrated, and your case system stays the system of record.
How long does connecting take?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.