Integrations: How Uptrust works with your existing case management system

Uptrust integrates into your existing case management system to facilitate safe and secure automated messaging. Integrating Uptrust into your case management system allows your office to facilitate thousands of conversations without duplicative data entry

How we integrate:

  • We have integrated with 10+ different case management systems including those from 3rd party vendors and those built in-house
  • We can receive information using batch files or read-only database access

Data Security and Confidentiality

  • We do not collect confidential client information such as SSNs, financial information or addresses
  • We only support transmission protocols that offer built-in encryption (SFTP, HTTPS, SSH, FTPS)


For more information about how Uptrust connects with your case management system, feel free to contact us and we can send you a copy of your detailed integration guide.