Solving Transactional Friction with Automation.
Your firm doesn’t work in a silo, and neither should your software. Bowline acts as your central nervous system, seamlessly syncing with the world-class tools you already use to eliminate data gaps and administrative drag.
Acuity
Synchronize your initial consultations and appointments directly with your Bowline calendar to prevent scheduling conflicts.
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Calendly
Skip the back-and-forth. When a prospect books via Calendly, Bowline automatically creates the contact and logs the meeting to your calendar.
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DecisionVault
Seamlessly import complex financial and family data from the initial intake into your Bowline matter files without re-typing.
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LawPay
Get paid faster with integrated, IOLTA-compliant payment processing for credit cards, ACH, and eChecks.
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ZPortals
Enhance your client experience with advanced portal capabilities that sync Zoho data into a sleek, customized user interface.
Explore moreBuilt to Play Well with Others.
While Bowline is a comprehensive Estate Planning OS, we believe in the power of choice. We’ve built deep, native integrations with the industry’s leading scheduling, intake, and payment platforms. The result? A unified workflow where information moves automatically, and you stay in total control.
Zero Double-Entry
Information captured in your specialized tools flows directly into Bowline matters.
Real-Time Sync
Calendars, payments, and files stay updated across every platform instantly.
Unified Data
Maintain a single source of truth for every family and fiduciary you serve.
Acuity
Precision Appointment Management.
For firms that require complex scheduling logic, Acuity syncs flawlessly with Bowline. Manage multiple intake types and attorney availability without ever leaving your dashboard.
I'm Interested in Acuity
Calendly
Hands-Free Scheduling.
Let prospects and clients book consultations on their own time. When someone selects a slot through your Calendly link, Bowline automatically creates or updates their contact record, logs the meeting to the associated matter, and syncs the event to your calendar. No manual entry. No missed appointments. Just a clean pipeline from booking to consultation.
Take Me To CalendlyDecisionVault
Seamless Intake Migration.
Pull complex family structures and detailed financial assets directly from DecisionVault into Bowline. Stop acting as a data entry clerk and start your matters with all the information you need already in place.
I'm Interested in DecisionVaultLawPay
Secure, Compliant Payments.
Get paid 70% faster with the industry standard for legal payments. LawPay integrates directly with your Bowline billing, ensuring processing fees never touch your IOLTA or Trust accounts.
I'm Interested in LawPayZPortals
The Elite Client Interface.
Take your client experience to the next level. ZPortals provides a sleek, customized front-end for your Bowline data, giving your clients a branded “Private Bank” experience for document sharing and updates.
Let's View ZPortalsTransparent Pricing for the Modern Practice.
No hidden fees, no long-term contracts, and no “litigation bloat.”
Choose the plan that fits your firm’s current scale and future growth.
- Advanced intake form application
- Client asset tracking and management portal
- Progress dashboards for attorneys and clients
- Enhanced Client Portal (Zportals)
Trusted by the Next Generation of Estate Planners.
Questions Often Asked
Explore how Bowline connects with the industry’s most trusted tools to create a seamless, automated environment. We’ve eliminated the technical friction so you can focus on high-value legal work while your data handles the heavy lifting.
Book a DemoDoes Bowline charge extra for these integrations?
Bowline does not charge extra for integration connections. However, some integrated tools (DecisionVault, Zportals, LawPay) have their own subscription costs billed directly by those providers. Zoho-native integrations (Sign, Workdrive, Bookings, Forms, Analytics) are included with your Zoho One subscription.
Will my existing data from DecisionVault sync automatically?
Yes. The DecisionVault integration pulls client contact information, family details, and asset data directly into your Bowline matter records. The initial sync is set up during your Bowline onboarding.
Is the connection with LawPay IOLTA-compliant?
Yes. LawPay is designed specifically for legal professionals and maintains IOLTA compliance. Payment processing through LawPay ensures trust and operating account funds are handled according to bar association requirements.
Can I use both Calendly and Acuity at the same time?
We recommend choosing one scheduling tool per firm to keep your workflow clean. Bowline supports Calendly, Acuity, or Zoho Bookings — you pick the one your firm prefers during setup.
Do I need a developer to set up these integrations?
No. Most Bowline integrations are configured during your onboarding setup by our team. For the native Zoho integrations, connection takes minutes. For third-party tools like DecisionVault and Zportals, we handle the configuration as part of your setup fee.