Integrations · Case management

MerusCase Integration

MK
M. Krankemann
Managing Attorney
Integrations

Bi-directional MerusCase sync layer

Phase 1B

The command center is the operational front-end; MerusCase remains the system of record. This layer keeps matters, contacts, calendar, tasks, and documents in sync — with conflict resolution and audit logging built in.

What this module will include
  • OAuth connection screen + credential vault
  • Matter ↔ Case sync (status, assigned attorney, key dates)
  • Contact ↔ Client sync (deduplication, source-of-truth rules)
  • Calendar events two-way push/pull
  • Tasks & deadlines sync with priority mapping
  • Document upload mirroring with retention rules
  • Webhook ingestion for real-time updates
  • Field mapping admin UI + sync audit log
Architecture is in place — components, types, and service folders are scaffolded for this section. Phase 1B brings the live UI and mocked workflow logic; later phases connect MerusCase, Tavrn, and AI services.