Integrations

Admin-Consult / Admin-IS

CRM & practice softwareBE

Admin-Consult and Admin-IS can both act as a source. Depending on your setup, the integration runs over the API or over the Comax agent.

What the integration does

  • Two packages, one integration

    Both Admin-Consult and Admin-IS are supported, with the same settings in Instaclause.

  • Client and matter details

    The party and its identification details come straight out of your matter management.

  • API or agent

    If your package runs on-premise, the integration uses the Comax agent instead of the API.

How it works

  1. Ask Comax for API access or the agent for your environment.
  2. Enter the details under Settings > Integrations in Instaclause.
  3. Choose Admin-Consult or Admin-IS as the source when identifying parties.

What you need

  • An active Admin-Consult or Admin-IS licence
  • API access or the Comax agent on your server
  • Administrator rights in Instaclause

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