Add and Use Zoom for Video Meetings

MyLawyerLink lets each team member connect their own Zoom account to auto-create Zoom meeting links on case events. The integration uses Zoom OAuth (per user) — you sign in with your Zoom login and approve access. No Zoom account-admin install is required for the whole organization.

Add (connect) Zoom

1. Go to Account → Settings → Firm → Integrations (/account/settings/firm/integrations).
2. In the Zoom card, click Connect.
3. Sign in to Zoom and approve the requested permissions.
4. After authorization, you return to Integrations. The card shows Connected, your Zoom account email, and a Disconnect button.

You need team settings permission and an active subscription. Each user connects their own account; meetings you create run under your Zoom user.

Permissions (scopes)

MyLawyerLink requests only what it needs to create meetings and show which account is linked:

Scope	Purpose
meeting:write:meeting	Create Zoom meetings when you click Add Zoom meeting on an event
user:read:user	Read your Zoom account email so the integration card can confirm the connected account

Use Zoom on case events

1. Open a case event — from the event create/edit form or the case event timeline.
2. Enter a title and start date/time (required before creating a meeting).
3. Click Add Zoom meeting. MyLawyerLink creates the meeting in your connected Zoom account and fills the event video link automatically.
4. Save the event.

The link then appears wherever that event is shown:

• Client portal calendar — clients see the join URL on their event
• Calendar feeds — the video link is set as the iCalendar LOCATION field so many calendar apps offer one-tap join
• SMS and email — use the {{video_link}} merge field in SMS templates or email templates; see Using merge fields for placeholder syntax

For automated reminders that include event details, configure templates in Client reminders.

Remove (disconnect) Zoom

1. Go to Account → Settings → Firm → Integrations (/account/settings/firm/integrations).
2. In the Zoom card, click Disconnect.

This revokes MyLawyerLink's OAuth authorization with Zoom and deletes your stored refresh token from MyLawyerLink — the encrypted credential that persists between sessions, not the short-lived access tokens used when creating meetings. Existing meeting links already saved on events keep working in Zoom — disconnecting only stops creating new meetings until you connect again.

Data and privacy

MyLawyerLink stores:

• Your Zoom OAuth refresh token (encrypted at rest)
• The connected account email shown on the integration card

Access tokens are short-lived and are refreshed when you create a meeting; they are not stored long term. MyLawyerLink does not store Zoom meeting recordings or participant lists from this integration.

See the Privacy Policy for how MyLawyerLink handles account data.

Troubleshooting

Issue	What to do
Connect button missing	Zoom is not enabled on this deployment. An administrator must configure ZOOM_CLIENT_ID and ZOOM_CLIENT_SECRET on the server.
Status shows reconnect needed (or Not Connected after you previously connected)	Click Connect again and re-authorize in Zoom. This usually means the refresh token expired or was revoked at Zoom.
Add Zoom meeting missing on an event	Connect Zoom first under Integrations, or ask an admin to enable Zoom OAuth on the server.
Meeting creation fails	Confirm the event has a title and valid start time. Check that your Zoom account can host meetings and that you completed OAuth successfully.

Related guides

• Export Case Events to Your Calendar App — iCalendar feeds and video links as LOCATION
• Creating SMS Templates — include {{video_link}} in reminder text
• Client Reminders — automated SMS and email around events
• Using Merge Fields — full list of placeholders including event and video fields