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 inside.
Where your cases, leads, email and files live. Delta signs in once with your firm's own account and reads and updates the records there.
Case management
- FilevineDelta reads and updates your Filevine projects, phases, custom fields and notes.
- LitifyDelta reads and updates your Litify matters, intakes, injuries and negotiations through your Salesforce sign-in.
- NeosDelta reads and updates your Neos cases, parties, insurance, value items and checklists.
- SmartAdvocateDelta reads and updates your SmartAdvocate cases, plaintiffs, insurance, medical providers and negotiations.
- CASEpeerDelta reads and updates your CASEpeer cases, treatment, medical bills and settlement details.
- MyCaseDelta reads and updates your MyCase cases, contacts, tasks and events.
- ClioDelta reads and updates your Clio matters, contacts, activities and tasks, and files email to the right matter.
- CloudLexDelta reads and updates your CloudLex matters, medical bills, insurance, liens and negotiations.
- SmokeballDelta reads and updates your Smokeball matters, contacts, tasks and calendar through the Smokeball web app.
- PracticePantherDelta reads and updates your PracticePanther matters, contacts, custom fields, tasks and notes.
- NeedlesDesktop software with no web sign-in. Delta reads the reports you export, and works inside Neos, its cloud successor.
- TrialWorksDesktop software with no web sign-in. Delta reads the reports you export from it.
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
- DropboxReads and saves case files and folders.
- Google DriveReads and saves case files and folders.
- OneDrive and SharePointReads 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.
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.
Tools whose work Delta picks up.
Your legal AI and research tools keep doing their job. Delta signs in with your firm's own account and reads what they produced, or runs a search on your subscription.
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.
Integration questions.
Does CaseDelta work with my case system?
Yes. Delta works inside Filevine, Litify, Neos, SmartAdvocate, CASEpeer, Clio, MyCase, CloudLex and any other case system your team signs into.
Does CaseDelta work with Needles or TrialWorks?
Not by signing in. Needles and TrialWorks are desktop software, installed on your server or reached through remote desktop, so there is no web sign-in for Delta to use. Delta reads the reports you export from them. Neos, their cloud successor from the same company, connects like any other system.
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 where your files already live: your case system, your email and your drive. 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.