Activate the Soluno Integration

How to sync your Soluno account with CASEpeer. 

• The firm will need a designated Soluno user in order to integrate your Soluno account with CASEpeer. 
  • Soluno onboarding should provide you with the designated Soluno login, keep this login handy as the integration will need to be unauthenticated once a month for security purposes.
• Prior to activating the integration in CASEpeer, you will need to log into Soluno with the designated Soluno user credentials.
• You will be asked to create a security question and answer. This will authenticate the user account.
  • NOTE: You may encounter an error message stating that your session was terminated and the authentication failed, you can disregard this message.

In CASEpeer

• Navigate to the  Icon in the top right corner of your account and select Account Settings from the drop-down menu.

• Scroll down to Integrations.
• Under Soluno, click the Activate button. 

• A pop-up window will prompt you to, enter your CASEpeer integration Soluno username and password.
• Click Save.  

• A pop-up window will prompt you to set a default cost posting reference, default operating account, and default client trust account.
• You may also select whether the invoices should be released automatically or reviewed in Soluno. 
• Click Save.
• Soluno is now connected to your account.

NOTE: This can only be done by a firm administrator or someone with the administration settings page access permission.

In Soluno

• The attorney worker's email in Soluno will need to match what was entered in CASEpeer.
• The user will need the 'Records Time' option enabled.
• Select the Gear icon in the upper right-hand corner.
• Select Users.
• Click on the pencil icon to the right of the user for which you want to enable the Records Time option.

• Select Accounting.
• Toggle on Records Time.
• Select Save.

• Invoices will need to be set to go directly to the Release Invoice tab.
• Select the Gear icon in the upper right-hand corner.
• Select Features on the Settings tab.
• Toggle on Enable release invoice stage in billing.
• Select Save.

• Personal Injury will need to be added as a case type under areas of practice.
• Select the Gear icon in the upper right-hand corner.
• Select Areas of Practice. 
• If Personal Injury has not been added as a case type, select Add in the bottom left-hand corner.

• Enter the case type Name and Description (ex: Name: PI / Description: Personal Injury) and select Save.

• Verify that COPP and Property Damage have been added as activity codes. If not, these will need to be added.
• Select the Gear icon in the upper right-hand corner.
• Select Rates/Codes at the top of the screen.
• Select Activity Code.
• If COPP and Property Damage have not been set up as activity codes, select Add in the bottom left-hand corner to add these to Soluno.

• Add a name, description, and the appropriate General Ledger Account information, and select Save.  

• You are now ready to send costs and trust balances from CASEpeer to Soluno.