Practice Pro supports the following integrations which you can configure for your organization:

Each integration provides different actions in Practice Pro. For example, Box and NetDocuments are both used for file management and document automation. You can also easily connect to QuickBooks to send Practice Pro expenses, invoices and payments to QuickBooks.

Note: We do not recommend enabling both Box and NetDocuments in Practice Pro. Only one file management application should be connected and be used as your main integration.
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You can enable Box in your firm settings to allow each Practice Pro user to connect their individual Box accounts for managing documents and for document automation.

We recommend a Box Business Account for the best experience in Practice Pro.

To enable Box for your firm, please visit:

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You can enable NetDocuments in your firm settings to allow each Practice Pro user to connect their individual NetDocuments accounts for managing documents and for document automation.

We recommend reading the Admin: Setup NetDocuments for ZenCase article for guidelines on configuration options for your repository and cabinet to best work with Practice Pro.

To enable NetDocuments for your firm, please visit:

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You can enable QuickBooks in your firm settings to allow expense and invoices to get sent automatically to QuickBooks when created in Practice Pro.

To enable QuickBooks for your firm, please visit:

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Next, learn how to Import Members, Contacts, and Matters
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