®Integration basics
How Superpractice integrations connect data, protect attribution quality, and keep synced records predictable.
Quick links
Settings > Integrations
Open the Superpractice integrations page to connect and configure integrations.
Settings > Services
Open services before mapping retained matters to reporting line items.
Before you connect
Start by deciding what system owns each kind of data. Most setup issues come from connecting the right tool but leaving ownership unclear.
Decide where retained matters come from
HubSpot, GoHighLevel, and Matter Webhooks can all create or update matters. Use one primary path per matter source when possible.
Keep email and phone clean
Superpractice matches contacts by external IDs, phone, and email. Clean contact data prevents duplicates.
Map services before relying on reporting
Matter reporting depends on line items mapping to real Superpractice services.
Run a small test first
Connect, import a narrow date range or send one test payload, then confirm contacts, matters, stages, and line items.
Recommended setup pattern
- Open Settings > Integrations.
- Connect the integration using the account that owns the source data.
- Configure mappings before running a large sync.
- Run a small test or short lookback sync.
- Review one created contact and one created matter in Superpractice.
- Confirm attribution source, matter stage, matter amount, and service line items.
- Only then run the full sync or turn on real-time imports.
Data quality rules
| Field | Required | Notes |
|---|---|---|
| Contacts | Recommended | Use stable email and phone values. E.164 phone format, like +15550100000, is best. |
| Matters | Recommended | Use one stable external ID per matter when the source system provides one. |
| Stages | Yes | Map outside status names to Superpractice matter stages: new, qualified, engagement_letter_sent, retained, or lost. |
| Services | For reporting | Map products, packages, prices, pipelines, or webhook values to real Superpractice services. |
Superpractice docs
Step-by-step guides for connecting integrations, mapping attribution data, and keeping Superpractice records clean.
MCP & API
Give Claude, ChatGPT, Claude Code, or Codex secure access to your firm's data. Ask questions in plain English — "what was our Google Ads spend last month?" — and let it create tasks, update contacts, book meetings, and more.