Integration status
This table reflects what StableFloe actually does today with each connector—not tomorrow’s roadmap. Each organization uses its own credentials; live mode depends on your setup.
Last updated: 2026-05-20
| Connector | Category | Connection test | PMS matter create | Time sync | PMS invoice | E-invoicing |
|---|---|---|---|---|---|---|
| Clio OAuth in production when CLIO_CLIENT_ID is set; matter creation in beta. | Practice management & billing | Live | Beta | Beta | Planned | Planned |
| SECIB Neo Client ready; live calls pending partner API docs (USE_REAL_SECIB_API). | Practice management & billing | Beta | Planned | Simulated | Simulated | Planned |
| Kleos Same as SECIB; Wolters Kluwer sandbox in progress (PA2). | Practice management & billing | Beta | Planned | Simulated | Simulated | Planned |
| Jarvis Legal Connector planned; e-invoicing often via Lexis ecosystem. | Practice management & billing | Simulated | Planned | Planned | Planned | Planned |
| DocuSign Webhooks + send from document flow with org credentials. | E-signature | Live | Planned | Planned | Planned | Planned |
| Yousign Same pattern as DocuSign for the French market. | E-signature | Live | Planned | Planned | Planned | Planned |
| Sage Accounting export planned. | Accounting | Planned | Planned | Planned | Planned | Planned |
| Cegid | Accounting | Planned | Planned | Planned | Planned | Planned |
| QuickBooks Simulated or partial export depending on setup. | Accounting | Beta | Planned | Planned | Planned | Planned |
Legend
- Live:Live: available in production with your setup.
- Beta:Beta: tested in limited or partial real conditions.
- Simulated:Simulated: no partner API call (demo / dev).
- Planned:Planned: on the public roadmap.
France e-invoicing
Electronic invoicing compliance depends on your PMS, a certified PDP/partner, or platform—not on default automatic Chorus transmission from StableFloe. We provide checklists and exports; network issuance via a partner is in progress.
Time entries & billing
When you log time in StableFloe, sync runs if a billing integration is active. In Simulation mode, the UI shows a “simulated sync” toast (no real SECIB/Kleos push). In Live mode, a toast confirms queueing to your connector. See the depth column in the table above.
AI workflows
Natural-language workflow design produces a plan (JSON); end-to-end execution applies to certified presets (intake, documents, reminders). See the FAQ for details.