--- title: How do I share data between my case management system and Exizent? description: Easily create cases in Exizent from your case management system and reduce rekeying of data --- [Skip to content](https://knowledge.exizent.com/how-do-i-share-data-between-my-case-management-system-and-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) # How do I share data between my case management system and Exizent? ## Easily create cases in Exizent from your case management system and reduce rekeying of data 💁 Exizent have built integrations with the following case management systems: - **Actionstep** - **Clio** - **LawWare** - **Smokeball** These integrations have zero setup cost and can be used almost immediately. 🔧 Our customers and partners have also built integrations with these systems: - **Mattersphere** - **P4W** We are expanding the number of systems which integrate with Exizent to share data and reduce rekeying between systems. If you would like to setup an integration for a system not currently on the list please get in touch via [support.legal@exizent.com.](mailto:support.legal@exizent.com) You may already be storing some information about people involved in probate/executry cases in your case management system and find yourself rekeying these details into Exizent to make use of Exizent IHT & Court forms, Estate Accounts and Correspondence functionality. If you would like to minimise rekeying of data, [get in touch](mailto:support@legal.exizent.com) to discuss how we can help build a connection between the two systems. During that chat, we'll discuss your requirements and decide what option might work best for you. That could be: - Using one of our pre built integrations - Your own IT team using our API documentation to build the integration for you - Working with our IT partner Xperate to establish timelines for implementation and costs to setup the integration on your behalf Throughout the process we'll support you to determine what data you'd like to share between systems, choosing the best integration option for you and testing the integration process to make sure all data is transferring seamlessly and as expected from your case management system to an Exizent case. 👷 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 🖥️ **Chat to us** through the knowledge base - click the chat icon in the bottom right corner of this page ☎️ **Call us** on **020 8152 2902** ✉️ **Email us** on 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 © 2026, Exizent Ltd