Integrations & APIs

Bring Compex into the
workflow you already use.

Your team shouldn’t have to jump between systems, re-enter information or create another manual process just to request records.

Compex integration capabilities connect record retrieval with supported claims and legal technology, helping information move more efficiently between Compex and the systems where your team already works.

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Connect the workflow

Fewer handoffs.
Less duplicate work.

Record retrieval is one part of a much larger claims or legal workflow.

Integrating Compex with the technology your organization already uses can help eliminate unnecessary steps and make record retrieval feel like part of the process — rather than a separate process your team has to manage.

01

Initiate

Start supported Compex workflows closer to where your team already manages the claim or matter.

02

Connect

Pass relevant information between supported systems and Compex.

03

Track

Keep record activity connected to the underlying claim or case.

04

Receive

Bring completed records and information back into the workflow where your team needs them.

Built for claims and legal workflows

Keep record retrieval connected to the work.

For law firms

Integrations can bring Compex closer to the case management systems paralegals and legal teams already use — reducing duplicate entry and unnecessary movement between systems.

For carriers and TPAs

Integrations can connect Compex services more closely to existing claims technology, helping simplify workflows and manage record activity across larger claims operations.

Compex works with organizations to understand their systems, processes and requirements and determine the right approach for connecting the workflow.

Integration partners

Connected to the systems where you work.

Compex supports multiple ways to connect record retrieval with existing claims and legal workflows, from secure record delivery to integrations with select technology platform.

Secure File Delivery (SFTP)

Automatically import completed records into an internal business system, such as a claims management platform, through secure SFTP delivery.

Order, track and receive records and invoices through a supported integration with SmartAdvocat.

Order, track and receive records and invoices through a supported integration with Filevine.

Additional approved integration partners

Talk with Compex about your technology environment and available integration options.

Talk to Us About Integrations →

APIs for connected workflows

Need something more customized?

Not every organization works the same way. Most clients can get the full value of Compex through the Client Portal, without an integration or developer resources.

For organizations with more complex technology environments or workflow requirements, Compex API capabilities can support deeper connections between systems.

Our team works with customers to understand the desired workflow, technical environment and information requirements before determining the appropriate integration approach.

Talk to Our Team

The portal or an integration?

Choose the experience that works for your team.

Not every organization needs an integration.

Client Portal

Best for teams that want an easy, centralized way to request, track and receive records without a technical implementation.

Explore the Client Portal →

Integration, SFTP or API

Available for organizations that want record retrieval or delivery connected more directly to an existing claims, case management or internal business system. The right approach depends on your workflow and technical requirements.

Talk to Us About Integrations →

Built around your workflow

Start with the process,
not the technology.

A useful integration isn’t about connecting two systems simply because you can.

It’s about understanding how your team works today, where unnecessary steps exist and where connecting Compex can make that workflow easier.

Compex works with operational and technical teams to understand existing systems, workflows, information requirements, scale and desired outcomes, then determine the right way to connect Compex to the work.

Secure by design

Connected shouldn’t mean exposed.

Integrations involving medical and legal information require careful attention to security, privacy and access.

Compex integration capabilities operate within our broader security and privacy framework, with controls designed to protect sensitive information as it moves through supported workflows.

Explore Security & Compliance →

HIPAA compliant

SOC 2 Type II

Secure data handling

FAQs

Questions, answered.

What systems does Compex integrate with?

Compex supports integrations with select legal and claims technology platforms, including SmartAdvocate and Filevine, along with secure SFTP delivery into internal business systems. Additional integration options depend on your organization’s technology and requirements.

Do we need an integration to use Compex?

No. The Compex Client Portal provides a centralized way to request, track and receive records without an integration.

Does Compex offer APIs?

Yes. Compex offers API capabilities that can support connected workflows for organizations with appropriate technical and operational requirements.

How do we determine whether an integration is right for us?

Compex will work with your operational and technical teams to understand your systems, workflow, volume and requirements and determine the appropriate approach.

Make Compex part of the
way you work.

Connect record retrieval to the systems your team already uses
and remove unnecessary steps from the workflow.