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Integrating with Other Practice Management Tools

While Clio is currently the only officially supported direct integration, Tempello is designed with extensibility in mind. We support indirect data exports and are actively working on additional integrations.

Available Options:

CSV Export for Manual Upload

  1. Navigate to your Billing Dashboard
  2. Apply filters as needed (e.g., by date or matter)
  3. Click Export > CSV
  4. Upload the file to your practice management tool or accounting system

MyCase Integration (In Development)

We’re developing a MyCase integration that will allow you to:

  • Integrate your emails with matters in MyCase
  • Launch of this integration is currently planned for Q3 2025

Want early access? [Join the waitlist →]

Zapier Integration (Planned)

We’re developing a Zapier integration that will allow you to:

  • Push billing entries to other platforms (e.g., PracticePanther, MyCase, Rocket Matter)
  • Trigger workflows based on new entries or updates

Want early access? [Join the waitlist →]

 

Request a Custom Integration

If your firm uses a platform not currently supported, please reach out via the [Client Portal] or email support@tempello.ai with:

  • Your platform name
  • Desired sync behavior
  • Point of contact for tech/API access (if available)

We prioritize integrations based on user demand.