--- title: How to Integrate Realaml with Your Practice Management Software (PMS) | Realaml Help Center description: Realaml Knowledge Base --- [Skip to content](https://help.realaml.com/knowledge-base/how-to-integrate-realaml-with-your-practice-management-software-pms-realaml-help-center#main-content) ![6303e989](https://help.realaml.com/hs-fs/hubfs/6303e989.png?width=100&height=68&name=6303e989.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Realaml Knowledge Base](https://help.realaml.com/knowledge-base?hsLang=en) 2. [General Guides](https://help.realaml.com/knowledge-base/general-guides?hsLang=en) # How to Integrate Realaml with Your Practice Management Software (PMS) | Realaml Help Center ### How to Integrate Realaml with Your Practice Management Software (PMS) Compliance shouldn’t slow you down. Realaml's PMS integrations extract data instantly, verify clients in seconds, and auto-populate matters. ![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/JORDAN_HEADSHOT_2025-1741884224-Apr-29-2026-05-29-07-9785-AM.png) Written by Jordan ### How Realaml's PMS Integrations Work Once your integration is live, you gain three key benefits: ✅ **Extract contact data** from your PMS directly into Realaml. ✅ **Verify clients in seconds** with automated checks. ✅ **Auto-populate matters, documents, and disbursements** into your PMS. [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/Actionstep-Logo-RGB.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424741380/16a134bb62ec9da449cdf6a83ea0/Actionstep-Logo-RGB.png?expires=1777442400&signature=7dd5b8d7e33575599117e997a7a10c4a01a751cf5bfeacbd87f72cb67ed6e35b&req=dSQlEs56nIJXWfMW1HO4zXVjcT9OYKFDdrlqR%2F3aZS1bj8FY%2BhXI%2BHLX9dbg%0AdSZtqJThRLli8IRZIHA%3D%0A) 📄 [View the Actionstep integration guide.](https://442916559.hs-sites-ap1.com/knowledge-base/how-to-integrate-actionstep-with-realaml-run-kyc/cdd-verifications-realaml-help-center?hsLang=en) ​ [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/0383_638604139661784583.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424736211/a388470c1f814fa28ea5fc054e53/0383_638604139661784583.png?expires=1777442400&signature=eb1df7d48ecbfdc5369b017513739c1b386ebfe5de1110c55606591b9f8a7ce7&req=dSQlEs59m4NeWPMW1HO4zVJiJHD%2BPdfuOwo5NaW0WczFZxmAgbSi4aJOrt5l%0ACZEfkaxj27qeG8fG5fE%3D%0A) 📄 [View the Aderant Expert integration guide.](https://442916559.hs-sites-ap1.com/knowledge-base/how-to-integrate-aderant-expert-with-realaml-run-kyc/cdd-verifications-realaml-help-center?hsLang=en) [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/logo-clio-logo-blue.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424733436/41815147de74aa510d8831638ff2/logo-clio-logo-blue.png?expires=1777442400&signature=2e3116bfca4fc5ce97b966bc2775cd4fa05426560d9b38ae34be92f44d893d09&req=dSQlEs59noVcX%2FMW1HO4zTBaadyBq99VzdWKqGZMV9NFIonKANM1KeozdqNn%0Aj5whFm96JjSvfQEXzuI%3D%0A) 📄 [View the Clio integration guide.](https://442916559.hs-sites-ap1.com/knowledge-base/how-to-integrate-clio-with-realaml-run-kyc/cdd-verifications-realaml-help-center?hsLang=en) [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/6524ab1dbc8ef7b003aefa5e_2022-20Smokeball-20Logo-20--20300ppi-20-_Smokeball-20Logo.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424744500/4d574c65e768b3cd45bf815eb086/6524ab1dbc8ef7b003aefa5e_2022-20Smokeball-20Logo-20--20300ppi-20-_Smokeball-20Logo.png?expires=1777442400&signature=79a7a76f591160496564681b3d42b9b12342a605a5027431ee35c8dff2d30aca&req=dSQlEs56mYRfWfMW1HO4zbT8lbMJO%2B47P2cgWRTNpyvaDdMl8jGm7cnDmgSE%0AlsMF%2FsCOODsoL3oHF8g%3D%0A) 📄 [View the Smokeball integration guide.](https://442916559.hs-sites-ap1.com/knowledge-base/how-to-integrate-smokeball-with-realaml-run-kyc/cdd-verifications-realaml-help-center?hsLang=en) ### **Coming Soon** [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/Affinity_RGB_app_72ppi+1.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/2217391698/16dec40fa7f9d613396639173510/Affinity_RGB_app_72ppi+1.png?expires=1777442400&signature=7315a2813f684d9ddf5835febcfcd439020ebe40c1cb5d3a2ed94289612d41b5&req=diImEcp3nIdWUfMW1HO4zSHLkkdxqQiGJPyFLd4ROmeKFZNtN1QhMQH5A2zb%0AKGqn1EOqfmbyowF9vKg%3D%0A)[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/Hivelight_logo_FINAL.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1455593410/3cb2e4fd07073b9b7133dcbf170c/Hivelight_logo_FINAL.png?expires=1777442400&signature=552332874d990702637d01515b3ccfb49cba9869f638354f0701af5c4cd41dbc&req=dSQiE8x3noVeWfMW1HO4zcZ3nMiz3Dkq7G%2BElCrD6c7EL%2B2VVEGgyve5YLpx%0A%2BZOkcqYmcz0xN5h6ZP8%3D%0A)[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/iManage-logo.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424746647/98d0e1c5dd831f29889c5675d6f5/iManage-logo.png?expires=1777442400&signature=c65a3e5a182d082c3e3fd19c738328af17cb5f6ad9323dad8c8eb033829f492e&req=dSQlEs56m4dbXvMW1HO4zT1FlF9A3OyGbSY8BmqGAmJX1LckGTDyqalOFb36%0Acb%2BARhwC9%2FN%2BnY8zGDk%3D%0A) ​ [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-46-9769-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/2217374782/76d064d1a90aa2e45d8f9dd5f184/image.png?expires=1777442400&signature=8d5890869abf1461ed10dd87daf2f8cd4b2454c19585b172ce8540d4dab75fe4&req=diImEcp5mYZXW%2FMW1HO4zWXEd0EATS0sRhgZ3Ccu4C6rGta6gTjCAtBVwd31%0AmV5MRK5Naf53b3%2Bxw5U%3D%0A) ​ [![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/netdocuments.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1424747231/31ee26b35dd6dc43345ff74d0973/netdocuments.png?expires=1777442400&signature=f030f81f013f17d38d4294f453f552fca705a0088b5aef3832633997ce26511d&req=dSQlEs56moNcWPMW1HO4zQuFMHQOcj%2BQLZTG3leXF5oijVmrhUmb%2FXGN5EYO%0ArfveitRFrS2%2BOBI4jZI%3D%0A)[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/Unity+1.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/2217393292/46ea7e0d0ff9e7478e275f8f3ca7/Unity+1.png?expires=1777442400&signature=16d3b0008c85e108be3644c7caae43b9a74a0c5db008bd86bb338d44610a5e90&req=diImEcp3noNWW%2FMW1HO4zYK7SrFDtnIQlGIJknS59CHN%2BtS1fTBnWHffzXSO%0A6ON32YKUfBpesZT1u98%3D%0A) ### **Need Help?** 📩 Contact us at [support@realaml.com](https://app.intercom.com/) or reach out via Intercom for assistance. ​ - 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