CoCounselor Integrations

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

Google Drive is a cloud-based storage platform designed to help individuals and businesses store, manage, and share files securely online. The platform allows users to upload, edit, and access documents, spreadsheets, presentations, PDFs, and many other file types from virtually any device. Google Drive includes AI-powered tools through Gemini, helping users quickly search for files, generate insights, and organize content more efficiently. Teams can collaborate in real time with customizable sharing permissions, shared drives, electronic signatures, and integrations with third-party applications. The platform also offers enterprise-grade security features such as ransomware detection, encryption, AI-powered classification, and compliance controls to help protect sensitive business information. With scalable storage options and seamless integration with Google Workspace applications, Google Drive helps businesses improve productivity, collaboration, and data management.

Gmail is an AI-powered email platform designed to help individuals and businesses communicate securely, efficiently, and professionally. The platform includes intelligent features such as Gemini AI assistance, Smart Compose, Smart Reply, and automated Nudges that help users draft messages, respond faster, and stay organized. Gmail integrates seamlessly with Google Workspace applications including Google Meet, Calendar, Chat, and Tasks, allowing users to manage communication and collaboration from one centralized interface. Businesses can create custom email addresses using their own domain names, helping organizations establish a more professional and trustworthy brand presence. The platform is backed by enterprise-grade security with advanced spam filtering, phishing protection, malware detection, encryption, and compliance-focused infrastructure. Accessible across desktops, smartphones, tablets, and smartwatches, Gmail helps users stay connected and productive from anywhere.

Design and deploy your ideal customer engagement experience. Twilio is a single fully-programmable platform with flexible APIs for any channel and over 400+ integrations, backed by a community of over 9 million developers. Build accurate and personalized experiences for your customers, easily and at scale, using SMS and WhatsApp messaging, voice, video, email, and more. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Sign up and start building today.

Transform and speed up your workflows with Acrobat Sign – the only e-sign tool that includes the power of Adobe Acrobat in one package. Access Acrobat PDF documents and sign documents from anywhere, on mobile or desktop. Your recipients can sign in a snap — no downloads or sign-ups required. Easily scan and upload PDFs using the free Adobe Scan mobile app on your device. Join 500,000 organizations who are elevating the customer experience with the power of electronic signature software and Acrobat PDF features. Adobe makes it easy for you to create, edit, collaborate, e-sign, and share PDFs, on any device. Choose from a range of scalable document signing solutions to meet your unique business needs — with or without PDF document management features. As Microsoft’s preferred e-signature solution, Acrobat Sign integrates with the most comprehensive suite of Microsoft apps, so you can send and sign PDFs without leaving the app you’re working in.

The RingCentral MVP Automatic Call Recording feature enables easy recording of your outbound inbound calls. Simple to use and easy to setup with just a few clicks, this robust feature seamlessly records calls from any device on your RingCentral system. With the RingCentral MVP Automatic Call Recording feature, you can download, play, and forward recorded conversations as email attachments; easily access and review recorded calls for customer service or training purposes; and document conversations as well as keep accurate legal and compliance records.

Agentforce 360 Platform is Salesforce’s unified, AI-native foundation designed to help organizations build and scale an agentic enterprise. It connects humans, data, AI agents, and applications on one trusted and open platform. With Data 360, businesses can unify and govern enterprise data to deliver accurate, contextual insights across every workflow. Customer 360 integrates sales, service, marketing, commerce, and industry solutions into a single AI-powered customer view. Slack serves as the collaborative layer where employees and AI agents interact in real time to automate and act securely. The platform includes built-in integration, automation, analytics, security, and DevOps tools to streamline development and operations. Running on Hyperforce infrastructure, Agentforce 360 enables companies to innovate quickly while maintaining enterprise-grade security, compliance, and performance.

Case Status is the leading legal tech company for client engagement with a vision to redefine how law firms interact with their clients. Our innovative, secure software platform and intuitive 5-star rated app simplify client engagement by providing real-time updates, secure messaging, and AI-powered insights to keep clients informed every step of the way. Seamlessly integrating with case management systems, Case Status streamlines communication, boosts client satisfaction and drives positive reviews and referrals. Our goal is simple: to enhance the experience for both clients and attorneys.

Gain visibility and complete control over all your contracts while streamlining and accelerating the creation and negotiation process with Conga Contracts. Secure and flexible, this automated contract lifecycle management software shortens the negotiation cycles for all contract types and mitigates risks by controlling the terms and clauses that the sales and/or legal and operations team can utilize as well as limiting the changes they can accept or make. The solution comes with a robust repository, flexible routing and approval rules, granular security controls, automatically generated reports, and more. Conga also offers powerful document management and electronic signature (eSignature) tools.