®Superpractice docs
Step-by-step guides for connecting integrations, mapping attribution data, and keeping Superpractice records clean.
Start here
Use these docs when you are connecting a new data source, validating attribution, or helping a client send retained matter data into Superpractice.
Integration basics
Learn the setup pattern we use across integrations: connect, map, test, review, then sync.
Connect your AI tools (MCP)
Give Claude, ChatGPT, Claude Code, or Codex secure access to your firm's data — sign in or use an API key.
Matter webhooks
The most flexible path for sending retained matters from systems we do not directly integrate with.
Data retention & AI privacy
How your firm's data is handled: zero data retention for AI processing, what we store, and for how long.
Integration library
Each integration page explains what the integration does, how to set it up, what values to map, and how to verify the result in Superpractice.
Matter webhooks
Send retained matters, contacts, stages, amounts, and service line items from external systems.
Contact webhooks
Push new leads and contacts from intake forms, CRMs, and automation tools into Superpractice.
HubSpot
Sync contacts, deals, pipeline stages, activities, products, and line items.
GoHighLevel
Connect GHL contacts, opportunities, conversations, pipeline stages, and service mappings.
CallRail
Import call tracking data and keep phone leads connected to Superpractice contacts.
Google Ads
Connect ad spend, campaigns, and conversion context for marketing performance reporting.
Meta Ads
Connect Facebook and Instagram campaign data for lead and retained matter attribution.
Google Search Console
Connect organic search queries, pages, impressions, clicks, and indexing signals.
WordPress
Publish and manage website content from Superpractice workflows.
Sanity
Connect structured content so articles and site content can move through Superpractice.
Resend
Send transactional and notification email with verified domains and reliable deliverability.
Connect an inbox for email activity, contact history, and attribution context.
Calendar
Connect calendar events for consultations, meetings, and timeline context.
Zoom
Connect Zoom, create a unique meeting for each booking, and authorize your Meeting Agent.
Event types
Configure bookable meeting templates: locations, team scheduling, notifications, and custom confirmation pages.
Recommended order
- Read Integration basics before connecting a new source.
- Connect the source system from Settings > Integrations.
- Map stages, services, and any required fields before importing a large volume of data.
- Run a small test and verify one contact, one matter, and one reporting line item.
- Turn on ongoing syncs only after the test data looks correct.