LIVE SYSTEMS
Keep matter management in PracticeEvolve
- Keep matter records in the existing system
- Retain the firm's workflow and document controls
- Keep trust and financial decisions with authorised staff
- Continue fee-earner review before external communication
PR
PracticeEvolveLegal and conveyancing AI integration
Connect PracticeEvolve to the rest of your work.
Bring approved PracticeEvolve matter context into Microsoft 365, legal searches, documents, and client workflow.
Access confirmed before build. Start with one reviewed workflow.
Connect with
PracticeEvolve, connected
Ask once. Check PracticeEvolve and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved PracticeEvolve records alongside Microsoft 365, InfoTrack or PEXA, SharePoint or document management, DocuSign or client portal and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through PracticeEvolve and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓
Matter briefings across approved practice records, files and Outlook threads✓New matter and conflict-check summaries prepared for lawyer review✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
PracticeEvolveDoneOutlookDoneLawMasterConnected
LEAPConnected
SmokeballConnected
InfoTrackConnected
Keep PracticeEvolve
PracticeEvolve stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace PracticeEvolve or present native product features as Horizon features.
The rest of your approved stack
- Use approved PracticeEvolve records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use PracticeEvolve without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved PracticeEvolve records and connected sources needed for that question.
Can we combine approved form and email content with existing matter context for allocation and conflict review?
PracticeEvolve + Microsoft 365Can we bring approved legal search or settlement status into the relevant matter briefing?
PracticeEvolve + InfoTrack or PEXACan we use approved matter and Microsoft 365 context to prepare a document or correspondence draft for review?
PracticeEvolve + SharePoint or document managementCan we summarise approved milestones, document status, and open actions for fee-earner review?
PracticeEvolve + DocuSign or client portalWhat is waiting in PracticeEvolve because another system holds the missing context?
PracticeEvolve + Microsoft 365Which next actions can be prepared from approved PracticeEvolve records for a person to review?
PracticeEvolve + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
PracticeEvolve documents an open API suite for custom integrations. Product version, hosting model, endpoint support, and permissions must still be confirmed for the client environment.
- 01 Confirm access. Confirm the approved PracticeEvolve records, users, scopes, and connection path. PracticeEvolve documents an open API suite for custom integrations. Product version, hosting model, endpoint support, and permissions must still be confirmed for the client environment.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build PracticeEvolve workflows alongside.
Common questions
PracticeEvolve AI integration, answered.
Can Horizon connect PracticeEvolve to our AI tools?
Potentially. PracticeEvolve documents an open API suite for custom integrations. Product version, hosting model, endpoint support, and permissions must still be confirmed for the client environment. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what PracticeEvolve already does?
No. PracticeEvolve remains the matter system of record and the firm retains all professional controls. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
PracticeEvolve integration session
Show us what you want PracticeEvolve connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 minutes with our Director. No sales rep, no follow-up.