--- title: How do I set up an integration with Exizent? description: How do I set up a third party integration with Exizent? --- [Skip to content](https://knowledge.exizent.com/how-do-i-set-up-an-integration-with-exizent#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Integrations](https://knowledge.exizent.com/integrations?hsLang=en) 3. [Other systems](https://knowledge.exizent.com/integrations?hsLang=en#other-systems) # How do I set up an integration with Exizent? ## This article will guide you through some quick and easy steps to set up an integration to share data between your system and Exizent šŸ’ We have already built standard integrations with **LawWare**, **Actionstep, Clio and Smokeball**. Only follow this process if you're setting up an integration with a different system. Chat with our support team via support@legal.exizent.com before you get started to understand your requirements. This [article](https://knowledge.exizent.com/how-do-i-share-data-between-my-case-management-system-and-exizent?hsLang=en) gives a helpful summary of all current integrations built by Exizent and other integrations setup by our customers and partners. ### **Setup process** - In Exizent, a member of your team with Company Administrator permission levels should navigate toĀ **Company settings** ![20251209 - Integrations - Company Settings](https://knowledge.exizent.com/hs-fs/hubfs/20251209%20-%20Integrations%20-%20Company%20Settings.png?width=321&height=309&name=20251209%20-%20Integrations%20-%20Company%20Settings.png) - Select theĀ **Integrations**Ā tab ![20251209 Integrations Tab](https://knowledge.exizent.com/hs-fs/hubfs/20251209%20Integrations%20Tab.png?width=460&height=154&name=20251209%20Integrations%20Tab.png) - Click the **+**Ā **Add integration**Ā button ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-14-2026-04-36-09-9284-PM.png?width=460&height=213&name=image-png-Jan-14-2026-04-36-09-9284-PM.png) - Select **Other**Ā in the Integration type dropdown **![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-14-2026-04-37-49-2829-PM.png?width=460&height=220&name=image-png-Jan-14-2026-04-37-49-2829-PM.png)** - Enter the name of the system you're setting up the integration for in theĀ **Integration name** field - You'll see a link to the Exizent API documentation to help you build your integration - Your **Client ID** and **Client Secret** will be visible on screen. Please share these securely with your IT team or IT partner setting up the integration for you - Click **Save**. This will add the integration to your account and you will see all active integrations on the **Integrations** tab in theĀ **Company settings** page - When your IT team or IT partner have finished the setup work to integrate the systems, try a test case to make sure you see a new case appearing in Exizent with all the data populated you expected to transfer between the 2 systems. Get in touch with our support team via support@legal.exizent.com if you need any assistance šŸ‘· Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help šŸ–„ļøĀ **Chat to us**Ā through the knowledge base - click the chat icon in the bottom right corner of this page ā˜ŽļøĀ **Call us**Ā onĀ **020 8152 2902** āœ‰ļøĀ **Email us**Ā onĀ support@legal.exizent.com - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#main-content) - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#getting-started) - [Troubleshooting setup issues](https://knowledge.exizent.com/getting-started?hsLang=en#troubleshooting-setup-issues) - [Multifactor Authentication (MFA)](https://knowledge.exizent.com/getting-started?hsLang=en#multifactor-authentication-mfa) - [Invoicing](https://knowledge.exizent.com/getting-started?hsLang=en#invoicing) - [Adding people related to your case](https://knowledge.exizent.com/adding-people-related-to-your-case?hsLang=en) - [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en) - [Correspondence](https://knowledge.exizent.com/correspondence?hsLang=en) - [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#main-content) - [Creating a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#creating-a-case) - [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-your-case) - [Managing the people who can work on your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-the-people-who-can-work-on-your-case) - [Estate Accounts](https://knowledge.exizent.com/estate-accounts?hsLang=en#main-content) - [Estate accounts output](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-output) - [Income](https://knowledge.exizent.com/estate-accounts?hsLang=en#income) - [Expenses](https://knowledge.exizent.com/estate-accounts?hsLang=en#expenses) - [Distributions](https://knowledge.exizent.com/estate-accounts?hsLang=en#distributions) - [Estate accounts tabs](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-tabs) - [Forms](https://knowledge.exizent.com/forms?hsLang=en#main-content) - [Inheritance Tax Forms](https://knowledge.exizent.com/forms?hsLang=en#inheritance-tax-forms) - [Court Forms](https://knowledge.exizent.com/forms?hsLang=en#court-forms) - [Managing Forms](https://knowledge.exizent.com/forms?hsLang=en#managing-forms) - [Integrations](https://knowledge.exizent.com/integrations?hsLang=en#main-content) - [Actionstep](https://knowledge.exizent.com/integrations?hsLang=en#actionstep) - [Clio](https://knowledge.exizent.com/integrations?hsLang=en#clio) - [LawWare](https://knowledge.exizent.com/integrations?hsLang=en#lawware) - [P4W](https://knowledge.exizent.com/integrations?hsLang=en#p4w) - [Smokeball](https://knowledge.exizent.com/integrations?hsLang=en#smokeball) - [Other systems](https://knowledge.exizent.com/integrations?hsLang=en#other-systems) - [User Management](https://knowledge.exizent.com/user-management?hsLang=en#main-content) - [Account Settings & Access](https://knowledge.exizent.com/user-management?hsLang=en#account-settings-access) - [Valuation tools](https://knowledge.exizent.com/valuation-tools?hsLang=en) [![Chill listening crop-3](https://knowledge.exizent.com/hs-fs/hubfs/Website%20Assets/Exizent_logo_non-fixed_Black_Large.png?width=108&height=24&name=Exizent_logo_non-fixed_Black_Large.png "Chill listening crop-3")](http://exizent.com) Exizent Knowledge Base Copyright Ā© 2026, Exizent Ltd