Get Started
Rocket Reach integrations

Rocket Reach Integrations: Docketwise, Clio, Lawmatics, MyCase and Your Calendar

Rocket Reach is the intake CRM we set up for US immigration law firms. This page lists the tools it connects to, how each one connects, what moves, and what does not. Each tile carries a chip: Native (built in), Zapier, Make, Webhook/API or Custom (a build for your firm). Legal software connects through Zapier, Make or an API, mapped during setup. None of it is a native two-way sync.

Browse the directory →Book a demo call with Ed →

By Ed Elmahdy, founder of Rocket Launch Media. Last updated October 9, 2026.

Illustration. Connection types as listed in the directory below.

Immigration firms we work with

Karikari and Associates logoOlympic Law Center logoThe Nemecek Firm logoLaw Firm of Solomon logoUSG Law Group logo

Certified on the platforms we run

Google
PartnerMeta Business Partner
Fit check

Who this page is for

For you if:
You use Docketwise, Clio, Lawmatics or MyCase and want to know exactly what Rocket Reach can pass to it.
Not for you if:
You want one system to replace your case software. Rocket Reach runs before the retainer only.
Directory

Rocket Reach integration directory

NativeBuilt inZapierThrough a Zapier appMakeThrough a Make appWebhook/APIWebhook or APICustomA build for your firm

Case management after the retainer

DwDocketwiseZapierCustomCreates or updates a contact. Does not create a case.
CMClio ManageZapierMakeContact, matter, note, task, calendar entry, document.
CGClio GrowWebhook/APISends a new lead to the Grow Lead Inbox.
LmLawmaticsZapierContact, matter, appointment, form entry.
MCMyCaseZapierLead or person, case, note, event, referral source.

Calendars

GCGoogle CalendarNativeBookings and busy times.
OOutlook / Microsoft 365 calendarNativeTwo-way bookings; Outlook events block busy times.

Ads and lead sources

FbFacebook and Instagram lead formsNativeLeads in; pipeline stages back to Meta.
GAGoogle Ads lead formsNativeLeads in, in real time.
LSAGoogle Local Services AdsNativeBooking onlyBooking button only. No lead sync.
GBPGoogle Business ProfileNativeReviews in the inbox, replies, optional call tracking.

Payments

StStripeNativeInvoices, payment links, payment at e-signature.
$PayPal, Square, Authorize.net, NMINativePayment providers for invoices and links.
QBQuickBooks OnlineNativePayments and sales receipts.

Messaging and phone

TwTwilioNativeUse Twilio numbers for AI calls and texts.
WAWhatsAppNativeBilled separatelyMessages, reminders, missed-call replies.
SlSlackNativeAlerts when a lead books or replies.

Automation

ZZapierZapierStage changes and tags trigger actions in other apps.
MkMakeMakeContacts, opportunities, tasks and API calls.
APIAny tool with an APIWebhook/APIOutbound webhooks; inbound webhooks for other systems.
Not connected todayLollyLaw and eimmigration (no integration found; we hand off by export or re-keying). INSZoom (Custom only, if your firm buys Mitratech's paid API access).

Product names are trademarks of their owners. Use does not imply endorsement.

Docketwise

How does Rocket Reach connect to Docketwise?

Through Zapier. When a lead signs, a Rocket Reach stage change can create or update the contact in Docketwise. Docketwise's Zapier app supports Create Contact and Update Contact, and needs a first name, last name and email.1 It cannot create a case or matter, so your team opens the case in Docketwise. Docketwise also has a REST API, available by request, for custom builds.2

Illustration with sample data.

Clio

How does Rocket Reach work with Clio Manage and Clio Grow?

For Clio Manage, Zapier and Make can create a contact, a matter, a note, a task, a calendar entry or upload a document.3 For Clio Grow, a Rocket Reach webhook can post a new lead into Grow's Lead Inbox with name, email, phone, message and source. Clio calls that a legacy approach, and Zapier's Clio app targets Clio Manage, not Grow.4,5 We map the fields during setup.

CMClio ManageZapierMake
ContactMatterNoteTaskCalendar entryDocument upload
CGClio GrowWebhook/API
NameEmailPhoneMessageSource
One-way lead post into the Lead Inbox, legacy method.
Lawmatics

Can Rocket Reach send leads to Lawmatics, or replace it?

Both are possible, but most firms pick one. Lawmatics is itself a legal intake CRM. If you keep it, Zapier can create or update a Lawmatics contact or matter, add an appointment or submit a form entry.6 If you would rather have intake set up and run for you, Rocket Reach can take that job. Compare them in which CRMs connect to Docketwise.

MyCase and others

Does it work with MyCase, LollyLaw, eimmigration or INSZoom?

MyCase, yes, through Zapier: create a lead or person, a case, a note, an event or a referral source.7 LollyLaw's site names no integrations, and we found none listed for eimmigration, so the handoff is an export or re-keying.8,9 INSZoom offers paid APIs for clients and cases, so a custom build is possible if your firm buys access.10 See Docketwise and other immigration case management tools.

Calendars, phone and texting

Which calendars, phone numbers and texting tools does it connect to?

Google Calendar and Outlook or Microsoft 365 calendars connect natively, and Outlook bookings sync both ways. Calls and texts run on numbers set up in Rocket Reach or on Twilio numbers. Business texting is registered for A2P 10DLC. WhatsApp is an add-on, billed separately. Slack can post alerts when a lead books or replies. Google Business Profile chat is not an option, because Google shut it down in July 2024.11

Illustration with sample data.

Ads

Does it send booked and retained cases back to Google Ads and Meta?

For Meta, yes. Facebook and Instagram lead form leads sync in, and pipeline stage changes go back to Meta through the Conversions API, so the ads learn which leads book and sign. That is how we send retained cases back to Meta. Google Ads lead forms sync in real time. We have not confirmed a built-in way to send signed cases back to Google Ads, so we scope that per account.

MetaFacebook and Instagram lead forms
Lead in→Rocket Reach stage: booked, retained→Back to Meta (Conversions API)
Native, both directions
GoogleGoogle Ads lead forms
Lead in, in real time→Rocket Reach→Signed cases back to Google Ads: scoped per account
Native, leads in

More on the ad side: Google Ads for immigration law firms.

Retainers and payments

Can it send retainers or take consultation payments?

Yes. Retainers go out from templates for online signature, with a certificate showing signer details, IP address and timestamps. Payment can be collected at signing or invoiced later. Stripe, PayPal, Square, Authorize.net and NMI connect for invoices, recurring invoices and payment links. Sent, viewed and signed events can move the lead's stage and start the handoff to your case software.

Illustration with sample data.

After the retainer

What happens to the record when a lead becomes a client?

The Rocket Reach record stays, with its source, conversation history and stage set to retained, so your reports show which ad or referral produced the case. A copy of the contact and intake details moves to your case software through the tile above. From then on, the case lives there. Rocket Reach does not track USCIS status or case deadlines.

Illustration with sample data.

Limits

What does each integration not do?

Every connection has limits, and we would rather you hear them now. None of the legal software connections is a native two-way sync. Changes made in your case software do not flow back to Rocket Reach unless we build that step. Fields map only where both apps allow it, and your software plan can limit what is possible.

DocketwiseContact only, no case.
Clio GrowOne-way lead post, legacy method.
Local Services AdsBooking only, no lead or call sync.
Google Business ProfileReviews and call tracking, no chat, no posts.
Client portalNot a case status portal, no USCIS updates.
LollyLaw, eimmigrationNo connection found.
FAQ

Rocket Reach integrations: questions firms ask

Book a demo call with Ed →
Is the Docketwise connection a native integration?

No. It runs through Zapier, or a custom API build. We say so on purpose.

Do Zapier or Make cost extra?

They are separate subscriptions. We confirm any extra software costs in writing before work starts.

Can you build a connection that is not on this page?

If the other tool has an API or a Zapier or Make app, usually yes. We confirm it during setup.

Do Local Services Ads leads go into Rocket Reach automatically?

No. LSA can show a booking button tied to your calendar. Calls come in through a tracking number we route.

Does anything sync back from Clio or Docketwise?

Not by default. We can build a return step where the app allows it.

Can I see the connection before signing?

Yes. Book a demo call with Ed and bring the name of your case software. Related: AI receptionist for immigration law firms, legal intake services, lead generation for immigration law firms and immigration law marketing.

See it first

See the connection before signing

Book a demo call with Ed and bring the name of your case software.

Book a demo call with Ed →Back to Rocket Reach
Sources

All accessed October 9, 2026.

  1. Docketwise on Zapier: zapier.com/apps/docketwise/integrations
  2. Docketwise API: docketwise.gitbook.io/docketwise-api-docs and docketwise.com/developers
  3. Clio on Zapier: zapier.com/apps/clio/integrations
  4. Clio Grow Lead Inbox API: docs.developers.clio.com
  5. Zapier community, Clio integration limited to Clio Manage: community.zapier.com
  6. Lawmatics on Zapier: zapier.com/apps/lawmatics/integrations
  7. MyCase on Zapier: zapier.com/apps/mycase/integrations
  8. LollyLaw: lollylaw.com
  9. eimmigration integrations (ITQlick): itqlick.com/eimmigration/integrations
  10. INSZoom APIs (Mitratech): success.mitratech.com
  11. Google Business Messages and Business Profile chat end: developers.google.com

Product names and logos are trademarks of their owners. Use does not imply endorsement.