You have incredibly valuable client data that typically sits in several different systems but rarely, and never easily, comes together to form a complete view of your clients and how your firm is interacting with them.

The OnePlace integrations are specifically designed to create a holistic view of your client information, so you can easily discover and share insights about clients and prospects to support your decisions and grow your business.

We already work with 90% of the technology companies professional services firms around the world are using. Our deep implementation expertise makes sure the integrations are set up to be effective and efficient.

Some of the products and services we already integrate with:

Time, Billing & Expenses

  • Aderant
  • Elite
  • Lexis Affinity
  • Open Practice
  • Star Practice Management
  • APS
  • ChromeRiver

Events and Publications

  • Vuture
  • MailChimp
  • Pardot
  • Eloqua
  • Kentico
  • Marketo
  • Concep

Document Management

  • iManage
  • NetDocuments

News & Media

  • Manzama

Data Management

  • CRMFusion
  • Stanton Allen
  • CLIENTSFirst
  • FullContact
  • Gwabbit
  • DataHug
  • ContactNet
  • Zynbit
  • InfoTrack
  • Dun & Bradstreet

HR Systems

  • PeopleSoft
  • Chris21

Integration Systems

  • Intapp - Wall Builder
  • Intapp - Open

Want to know more?


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