Legalboards + Your CMS
Your CMS stores your cases. It doesn't run your work.
Clio, MyCase, and PracticePanther are built to store case data. But storing data and managing work are two different things. Legalboards adds the layer that shows what's happening, who owns it, and what comes next.
We don't replace your CMS. We make it usable day to day.
CMS tools are strong at records. Legalboards focuses on execution, handoffs, and movement. This is where each platform fits.
We don't replace your CMS. We make it usable in day-to-day work.
Legalboards sits on top of your existing system. Your data stays where it is. We add the structure it's missing.
Two-Way Sync
Move a card in Legalboards and your CMS updates automatically. Change something in your CMS and the board reflects it. No double entry. No data drift.
From Lists to Pipelines
Your CMS shows a list of cases. Legalboards turns that list into a visual pipeline — so you see movement, ownership, and bottlenecks at a glance.
The Automation Your CMS Doesn't Have
CMS tools don't automate handoffs, follow-ups, or ownership transitions. Legalboards does — so work moves forward without someone chasing it.
Need to integrate with a different CMS?
We build custom integrations. Let's discuss your project.
See how it works with your platform.
Each integration is purpose-built for the tool your firm already uses.
Legalboards for Clio
See how Legalboards adds visual workflows and automation to your Clio data.
Explore Legalboards for Clio integration
Legalboards for MyCase
Turn MyCase lists into actionable pipelines with ownership and handoffs.
Explore Legalboards for MyCase integration
Legalboards for PracticePanther
Add the workflow structure PracticePanther doesn't provide on its own.
Explore Legalboards for PracticePanther integrationCommon questions when comparing Legalboards with CMS tools
No. Clio remains your system of record for matters, contacts, and documents. Legalboards adds the workflow layer so your team can see ownership, movement, and blocked work in real time.
Case management stores case information. Workflow management controls how work moves through stages, handoffs, and approvals. Most firms have both needs, but only one is usually visible day to day.
Yes. Legalboards is built to work with your existing stack, including Clio, MyCase, and PracticePanther. You keep your case system and add operational visibility on top of it.
Most case systems prioritize recordkeeping, billing, and documents. They do not surface stalled handoffs or idle stages as operational risks. Legalboards flags those delays before they turn into deadline problems.
It shows how work is moving across your firm, not just where data is stored. You can see stage progression, ownership, aging tasks, and bottlenecks in one shared operational view.
You don't need to replace your system.
You need to fix how work moves inside it. Your data is already in your CMS — it takes minutes to see it structured in Legalboards.
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