CASEpeer offers the following integrations and additional features.
Additional Features
- Client Texting - Choose your CASEpeer texting number.
- E-signature Feature Powered by DropboxSign - Activate E-signature, your account will automatically be billed.
- Data Sync - Upgrade to CASEpeer Advanced, data sync enables an S3 bucket sync that can be used with third parties to report on the firm's data at a higher level.
Integrations
- Alert Communications - When activated, CASEpeer will give you a token number. You'll then need to give that token to your Alert Communications representative for them to apply to your account. In CASEpeer's account settings activate Leads.
- Calendar - Your CASEpeer calendar will sync with your outside calendar.
- Calendar Rules - Connect with CalendarRules to use automated rules-based calendaring for litigation events. Your CalendarRules representative will give your firm a token, enter the token into CASEpeer when activating.
- Captorra - Connect with Captorra to send your retained cases right into CASEpeer. When activated, CASEpeer will give you an API key. You'll then need to give that key to your Captorra representative.
- Case Status - case updates and mobile client portal.
- Dropbox - Connect CASEpeer to your Dropbox for two-way sync, right from a case Documents Tab. Link your Dropbox account with CASEpeer.
- Email - Make sure the email associated with your user is the email you're using.
- Hona - previously Milestones - automatic updates for clients.
- Kenect - business texting, online reviews, web leads, and payments.
- LawPay - Issue payments directly from CASEpeer.
- Lead Docket - Connect with Lead Docket to send your retained cases right into CASEpeer.
- MailChimp - Connect your Mailchimp account to add client email addresses to your Mailchimp email lists.
- Multus Medical - 3D MRI renderings and surgical animations.
- Ngage Chat - When activated, CASEpeer will give you a token number. You'll then need to give that token to your Ngage representative for them to apply to your account. In CASEpeer's account settings activate Leads Management.
- OneDrive and OneDrive Business - Connect to your OneDrive account for file storage and editing.
- Quickbooks Online - A subscription level higher than Simple Start is required to integrate QuickBooks Online with CASEpeer.
- Records on Time - Medical Records retrieval.
- Soluno Accounting Software - Activate the integration by signing in to your account.
- Zapier - Allows the firm to connect other applications with CASEpeer.
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