Services
Systems Integration.
When your practice-management system, CRM, inbox, payments and document storage don’t talk to each other, your staff become the integration. We connect them properly, within the limits of each system’s API and permissions, and document every connection.
What’s included
Where we usually start.
CRM connections
Two-way sync with your CRM through its API, where it has one.
Webhooks
Real-time events between tools, verified and logged.
Learn morePayments and accounting
Stripe deposits reconciled into Xero.
Document storage
Files saved to SharePoint, OneDrive or Google Drive against the right matter.
Messaging
WhatsApp Business, SMS and email from one place.
Custom connectors
For tools without a ready-made integration.
Our standard
Every engagement includes:
- An integration inventory: every system, every connection, every field
- Test runs on dummy records before go-live
- Error alerts and a one-business-day fix target
- Access granted with the least permission needed
- 01
Matterline never gives legal or immigration advice.
Neither do our assistants. Legal and immigration advice stays with your lawyers and registered migration agents.
- 02
A practitioner approves what matters.
Proposals, agreements, newsletters and advice-adjacent messages wait for sign-off, by rule.
- 03
We add to your tools. We never replace them.
Your CRM, inbox and calendar stay. We connect them and add what’s missing.
- 04
Nothing goes live untested.
Every workflow is tested on de-identified data, including the questions designed to trip it up.
Start with a Practice Diagnostic.
A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.