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Building a Legal Tech Automation System: Syncing Clio, Lawmatics, Zoom & Box Using .NET Hangfire

DEV Community·kathan·6 months ago
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Law firms run on data — contacts, matters, call recordings, transcripts, documents. The problem is that data lives in four different platforms that don't talk to each other. Clio and Lawmatics handle case management. Zoom handles calls. Box handles document storage. Every day, staff manually copy contacts, chase recordings, and create folders. That's exactly the workflow we automated.

This post documents the full architecture we built for a US-based law firm — North City Law — using ASP.NET Core, Hangfire, and the REST APIs of all four platforms. If you're building legal tech integrations or any multi-platform sync system, the patterns here apply directly.

The Problem — Four Platforms, Zero Sync

Here's what the firm's manual workflow looked like before automation:

A new client is added to Lawmatics (their CRM)

Staff manually add the same contact to Zoom's external contacts

A call happens — Zoom generates a recording, AI summary, and transcript

Staff download the transcript and paste it as a note in…

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