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Service

Your firm's systems should talk to each other.

DataWarrant builds and manages integrations between the systems law firms depend on — using Boomi for enterprise data flows, Intapp Integration Builder for native Intapp connections, and Claude Code agents for workflows that require intelligence, not just plumbing.

Integration Operations Center

app.datawarrant.io/integrations/monitor

Integration Health Overview

18 active integrations · 3 platforms · all systems nominal

All Healthy

Runs Today

2,847

across all flows

Success Rate

99.6%

last 30 days

Agent Tasks

143

completed today

Errors in Queue

3

pending review

IntegrationPlatformDirectionScheduleLast RunRuns TodayStatus
Intapp Time → Elite 3EIntapp OpenOutboundReal-time2 min ago1,204Healthy
UKG Pro → Intapp TimeBoomiInboundNightly 2 AM6 hrs ago1Healthy
Intake → iManage WorkspaceIntapp OpenOutboundEvent-driven14 min ago38Healthy
Engagement Letter ParserClaude AgentInboundOn demand31 min ago17Healthy
Elite 3E → NetDocumentsBoomiBidirectionalEvery 15 min8 min ago96Healthy
Invoice Review AgentClaude AgentInboundOn demand1 hr ago12Warning

Three Platforms

Boomi, Intapp Open, Claude

Law Firm Security

Data stays in your tenant

Managed Post-Go-Live

Monitoring and error handling

99.9% Uptime Target

SLA-backed integrations

Three platforms. One integration practice.

The right tool for each problem — not one platform forced into every use case.

Boomi

Enterprise iPaaS for high-volume, scheduled, and bidirectional data flows

Enterprise iPaaS

Boomi is the right platform when you need to move structured data between systems that operate on different schedules, different data models, or different protocols. It handles transformation, error routing, retry logic, and audit logging out of the box — at scale.

Billing system sync

Elite 3E and Aderant ↔ payroll systems (UKG, ADP, Workday). Timekeeper data, billing rates, matter codes, and cost allocations synchronized on your schedule.

HR system integration

New hire onboarding flows from HR (Workday, UKG) to Active Directory, Intapp, billing system, and DMS — triggered automatically, no manual steps.

DMS ↔ M365 sync

iManage or NetDocuments connected to SharePoint and Microsoft Teams for external collaboration, with document-level permission mapping and version reconciliation.

Financial reporting

General ledger, AR aging, and billing realization data pulled from Elite 3E or Aderant and pushed to Power BI, SQL data warehouses, or custom reporting tools.

Cross-firm mergers

During lateral moves or firm mergers, Boomi orchestrates bulk data migrations between billing systems, time entry platforms, and HR systems at volume.

Vendor data feeds

Court filing systems, legal research tools, and practice management platforms connected via Boomi for automated matter updates and cost capture.

Intapp Integration Builder

Native integration for the Intapp platform — built on Intapp Open

Intapp Open

Intapp Integration Builder is the right tool when one or both ends of the integration live inside the Intapp ecosystem. It speaks Intapp's data model natively — matters, timekeepers, conflict entities, intake workflows — and maintains compatibility with Intapp's quarterly cloud releases automatically.

Time → billing system

Intapp Time entries flowing to Elite 3E or Aderant in real time or batch. Rate lookups, matter validation, and error queuing handled natively.

Intake → DMS workspace

Matter approval in Intapp Intake triggering workspace creation in iManage or NetDocuments, with folder structure, security groups, and metadata pre-populated.

Conflicts → Intake pipeline

Conflict clearance status surfaced directly in the intake workflow. Approved matters proceed automatically; flagged matters route to the responsible attorney.

DealCloud → Intake

New business opportunities in DealCloud converted to intake requests when ready to open. Client and matter data flows without re-entry.

Walls → Active Directory

Ethical wall creation in Intapp Walls propagating to AD security groups and M365 permissions automatically — policy enforced in minutes, not hours.

Intapp → HRIS sync

Timekeeper status changes (leaves, departures, rate changes) flowing from HR systems into Intapp Time and billing system configuration in sync.

Claude Code Managed Agents

AI-powered integrations for workflows that require intelligence, not just plumbing

Agentic AI

Claude Code agents are integration workers that can read, reason, and act. They handle workflows where the right next step depends on the content of a document, the judgment of a policy, or the synthesis of information from multiple sources — work that rule-based platforms can't do reliably.

Engagement letter parsing

Agent reads incoming engagement letters, extracts matter details, client names, rate structures, and scope — and pre-populates your intake form. No manual data entry.

Invoice review & exception flagging

Agent compares vendor invoices against approved rate schedules and matter budgets, flags line items that exceed authorization, and routes exceptions to the responsible partner.

Inbound email triage

Client and opposing counsel emails classified by matter, urgency, and required action — routed to the right attorney team with context extracted and logged to the matter file.

Conflict narrative summarization

Agent reads conflict check results and drafts a plain-language summary of the conflict relationships, flagged parties, and recommended next steps for the conflicts analyst.

Document-to-matter linking

New documents arriving in email or SharePoint identified by matter number, client name, or content, then filed to the correct iManage or NetDocuments workspace automatically.

Custom workflow orchestration

Multi-step approval chains where each step requires reading a prior step's output — RFP response drafting, rate increase letters, lateral onboarding checklists — orchestrated end to end.

Why integrations fail at law firms

Most integration projects succeed technically but fail operationally. We build for both.

API changes after go-live

Intapp releases quarterly. Microsoft Graph changes monthly. Elite 3E patches break field mappings. Without active monitoring, integrations fail silently — often discovered when a billing run misses time entries.

Data model mismatches

Law firm billing systems have matter and timekeeper data models that don't map cleanly to HR or practice management systems. Transformations that look simple in demos become edge-case nightmares in production.

No owner after launch

An integration built by a departing IT contractor or a vendor professional services team with no documentation and no monitoring. When it breaks, no one knows why it was built the way it was.

How we build integrations

Every integration follows the same process — regardless of platform.

01

Integration Design

We document the source system, target system, data elements, transformation rules, error handling logic, and security requirements before writing a line of configuration. You review and sign off on the design before build begins.

02

Platform Selection

We recommend Boomi, Intapp Integration Builder, or a Claude agent — or a combination — based on the specific integration. You get a written rationale so you understand why we chose the approach, not just what we built.

03

Build in Non-Production

All integrations are built and tested in staging environments before touching production. For agent integrations, we run the agent against representative sample data and review every action it takes before authorizing production access.

04

End-to-End Testing

We test every data path — happy path, error cases, boundary conditions, and high-volume scenarios. For billing system integrations, we reconcile record counts on both sides before calling testing complete.

05

Go-Live & Handoff

Production deployment with DataWarrant on standby. Every integration includes documentation: data flow diagrams, field mappings, error handling procedures, and contact escalation paths.

06

Managed Operations

We monitor your integrations continuously — alerting on failures, reviewing error queues, and proactively testing when vendors release updates. You get a monthly health report and a named contact for escalations.

Before vs. after DataWarrant integrations

Before

  • Time entries re-keyed from Intapp into billing system by billing staff
  • New matter openings trigger a checklist of manual steps across 4 systems
  • Engagement letters read and re-typed into intake forms
  • Conflict check results summarized manually for partner review
  • HR terminations require IT tickets to remove billing and DMS access
  • Integration failures discovered when reports are wrong, not when they break
  • No documentation — the person who built it left two years ago

After

  • Intapp Time entries flow to billing system in real time — zero re-keying
  • Matter approval triggers automated workspace, access, and system creation
  • Engagement letters parsed by agent; intake form pre-populated for review
  • Conflict results summarized by agent with flagged parties and recommendations
  • HR offboarding triggers automatic deprovisioning across all systems
  • Integration failures alerted within minutes; error queues reviewed daily
  • Every integration documented, monitored, and owned with a named contact

Systems we connect

If it has an API, a database, or a file export, we can integrate it.

Elite 3EAderantIntapp TimeIntapp IntakeIntapp ConflictsIntapp WallsIntapp OpenIntapp FlowDealCloudiManage WorkNetDocumentsMicrosoft 365Microsoft Entra IDSharePointTeamsUKG ProADPWorkday HRPower BIAzure SQLBoomi AtomSphereDocuSignSalesforceCustom REST APIs

Frequently asked questions

Each tool has a natural home. Boomi is the right choice for high-volume, scheduled, or bidirectional data flows between systems that aren't Intapp-native — payroll to billing, HR to AD, ERP to reporting. Intapp Integration Builder (Intapp Open) is purpose-built for Intapp module-to-module and Intapp-to-billing-system connections; it understands Intapp's data model natively and is the fastest path for those specific flows. Claude Code agents are the right choice when the integration requires judgment — reading unstructured documents, handling exceptions that a rule can't anticipate, or orchestrating multi-step workflows that branch based on content rather than just data fields. Most firm environments use all three.
Boomi supports 200+ pre-built connectors and can connect to any system with a REST or SOAP API, SFTP endpoint, database, or flat-file export. Common law firm integrations include Elite 3E ↔ UKG/ADP payroll, Aderant ↔ Workday, iManage ↔ SharePoint, NetDocuments ↔ M365, custom pricing models to billing systems, and practice management ↔ CRM. If it has an API or file export, Boomi can integrate it.
Intapp Open is Intapp's broader integration platform — it includes the connector framework, event bus, and API layer that all Intapp modules use. Intapp Integration Builder is the visual, low-code interface within Intapp Open that lets firms configure and manage those integrations without writing custom code. DataWarrant builds integrations using Integration Builder for Intapp-native connections (Time ↔ 3E, Intake ↔ iManage, Conflicts ↔ DealCloud) and uses Boomi for connections that live outside the Intapp ecosystem.
Traditional integrations move structured data between defined fields. Claude Code agents can read a PDF engagement letter and extract matter details into your intake system, triage inbound client emails and route them to the right attorney team, review a vendor invoice against your approved rate schedule and flag discrepancies, or handle exception workflows where the next step depends on document content. They can also chain tools — calling APIs, reading files, querying databases, and writing outputs in sequence — in ways that would require complex conditional logic in a traditional platform.
Law firm data security requirements are central to how we architect agent integrations. Agents run in your firm's Azure or AWS tenant — data never leaves your environment. We use Anthropic's API with your own API credentials, enforce strict tool permissions (agents can only call the tools they need), log all agent actions for audit trails, and apply document-level access controls so agents can only read what a given workflow is authorized to access. MFA and Entra ID integration are standard.
Yes. Intapp–NetDocuments integration is one of our most common engagements. Typical flows include matter creation in Intapp triggering folder creation in NetDocuments, intake approvals pushing matter details to NetDocuments workspaces, and conflict clearance status syncing to document metadata. We build these through Intapp Integration Builder for Intapp-side logic and NetDocuments' REST API for the document management side.
Yes. We offer managed integration services — monitoring, alerting, error remediation, and updates when either system changes its API or data model. API changes from vendors (Intapp quarterly releases, Elite 3E patches, Microsoft Graph updates) can break integrations silently. We catch these in staging before they affect production and push fixes proactively.

Ready to connect your firm's systems?

Start with an integration audit. We map what you have, what's broken, and what would save your team the most time — then scope a project from there.