Don’t see your system? Most tools with an API can be connected through aidotz. We’ll confirm on the discovery call.
Every connection starts with a short list: which systems you use, what each agent needs from them and what it may change. We turn that list into a scoped connection plan, and your administrator approves it before the build. Nothing is connected until you have seen what will be read and written. Most firms use a handful of tools, so the first scoping conversation is usually short.
You do not need to prepare technical detail. A few facts will help us confirm what is possible and which agent should connect first. Order matters. We usually suggest connecting the system that holds matters and contacts first, then documents, then email and signing. Each step is tested before the next one starts, so you can see what an agent does with one connection before adding more. That also keeps the first approvals small and easy to understand for your administrator.
Many tools with an API can be connected, but we will not promise a connection until we have checked it. If a system has no usable interface, we can often work around it with a simpler step, such as a structured email. Tell us early, and we will say plainly what is practical and what is not.