Emma updates it Salesforce
Connect in one click. Finished paperwork updates the contact.
Integrations
Connect what your firm already runs on.
Your CRM, your inbox, your document storage, your calendar. Enter a client's details once, and stop typing them anywhere else.
Most popular
Stays in sync Wealthbox sync
Connect in one click, import your whole book, and every completed form writes back to the client's record.
See how it works
Stays in sync Redtail sync
Sign in with Redtail, import your whole book, and completed forms write back. Changes in Redtail come the other way too.
See how it worksEverything else you already use.
Connect it once in Settings. Every one of these is free on every plan, and none of them use a credit.
More CRMs
Finished paperwork updates the contact. Importing your book is Wealthbox and Redtail today.
Emma updates it 
Emma updates it HubSpot
Connect in one click. Finished paperwork updates the contact.
Emma updates it Practifi
Connect in one click, including Practifi's own fields.
Email and alerts
Client email leaves from your own mailbox, so replies land where you expect them.
Sends your email Gmail
Send client outreach from your own address.
Sends your email Microsoft Outlook
Send client outreach from your own address.
Sends alerts Microsoft Teams
New clients, new documents and Emma's summaries land in a channel. A webhook URL in Settings, no sign-in.
Where documents land
Finished paperwork files itself where your firm already keeps things.
Files land here Dropbox
Completed documents land in your Dropbox.
Files land here Box
Completed documents land in your Box.
On request ShareFile
Completed documents land in ShareFile. Turned on per firm.
Emma reads it Google Drive
Pulls in shared files and meeting transcripts.
Meetings and calendars
Emma never joins a meeting. She reads what the meeting produced.
Emma reads it Zoom
Picks up the recording and transcript, then summarizes it against the client's file.
Stays in sync Google Calendar
Client meetings stay in step with your calendar.
Stays in sync Calendly
Your event types sync, and a booked meeting can start the paperwork.
Bookings come in OnceHub
Your event types sync.