Integration Walkthrough

The purpose of this document is to set expectations of how to set up the integration for CASEpeer and how the integration works.

01

Setup (Expected Time: 1 -2 hours)

Requirements for full CASEpeer integration capabilities:

  • Must have a login for an active version of CASEpeer
  • Must have a Case Status API Key issued by the Case Status team
  • Must have a Case Status Login and must be configured prior to integration

Once the Case Status API Key has been generated:

  • Navigate to your CASEpeer account settings
  • In the ‘Integrations’ section, search for Case Status and hit ‘Manage’The CASEpeer key along with a blank API key will appear. Input the Case Status API Key that was provided by Case Status support, hit 'enable', and save the setting
  • Make sure to copy the CASEpeer Key and send it to your Case Status rep to finish setting up the integration. You'll get notified by your rep when the setup is complete.

02

Testing

  • Firm must provide an implementation manager with 2-5 test Cases, to be used for testing the integration.
  • While not required, it is preferred for your Firm to give temporary CASEpeer access to the implementation manager in order to expedite the setup and testing process.

03

How the Integration Works

Automatically sync new cases in CASEpeer to Case Status or manually trigger cases to sync from CASEpeer to Case Status. In Case Status, there is a button labeled “Sync with CASEpeer” that allows a user to pull all cases from CASEpeer and update them in Case Status if they had been previously synced from CASEpeer. For this to be possible, all cases in CASEpeer that had been created before integrating with Case Status must be marked as a Case Status eligible case in CASEpeer. All cases after the integration will have this designation after using the “Connect to Case Status” button in CASEpeer.

  • On the initial import, CASEpeer can push all cases into Case Status and put together a script to have those cases synced. Case Status may be able to help manually trigger cases if the initial import will not include all of the firm's cases.
  • New Cases can be synced to Case Status within your CASEpeer case instance. Navigate to the case in question and click the 'Connect to Case Status' option in the dropdown menu. A pop up will detail the case information that will be pushed into Case Status. The 'Attorney Email' that is listed must exist as an attorney user in Case Status and the client must have a valid cell phone number, first name, and last name. If any of these are missing you an error will appear when you attempt to sync. Ensure that all required information is present and accurate. Once confirmed the case should be instantly imported into Case Status.
  • Once a case has been imported into Case Status, the nightly request at 9:00pm EST will ensure that the information in CASEpeer matches up to the information in Case Status if the case is available. The automatic request runs nightly and will update all cases that exist in Case Status and as needed create new cases.
  • Users will also have access to a ‘Sync with CASEpeer’ button where the user can update all cases or individual cases in Case Status instantly.

Send a message in Case Status from a CASEpeer case.

  • From CASEpeer, Select 'Send Message to Case Status' on the menu dropdown, type your message, and simply hit send.
  • Messages in Case Status will sync automatically every two minutes and can be found in the ‘Case Notes’ section within the case. Your message will be sent by the Case Status platform as the Primary Attorney listed on the case. If a message needs to be sent by a different attorney or paralegal, this can be done by logging into the Case Status platform.
  • All messages that are synced will have a pretext that states "Received message from Case Status: Message from Case Status:"

Update the status of a case in Case Status automatically. When a case’s status changes in CASEpeer, the status of the case is updated in Case Status during our nightly request, only if the case was synced using the “Connect to Case Status” button in CASEpeer.

  • To trigger the update manually, press the Sync with CASEpeer button in Case Status. This will update the case unless the case was not synced to CASEpeer using the Connect to Case Status button in CASEpeer.
  • By default, when the status of a case is updated, the matching stage in Case Status will be updated. Your integration manager also has the ability to map one stage update to another. For example, if the case is updated to “Released From Treatment”, by default the integration will look for a stage in Case Status called “Released From Treatment” within the current practice area of that case. It can instead be mapped to something like “Treatment Completed.
  • When a case is closed in CASEpeer, it will also be closed in Case Status when the nightly sync runs at 9pm EST. 
  • At this time, Case Status supports between 2 and 12 stages
  • It’s important to note that clients will not receive notifications while this sync is in progress. Notifications will begin to be delivered to your clients at the start of your firm's operating hours as they are set within Case Status.

Additional Items that Require a Zapier Account:

Although CASEpeer has a Zapier account, we have been unable to get any Zapier functionality to work at this time. This will likely change in the future.

04

Field Mapping

05

Additional Comments

For additional questions, please refer back to our sales or support team and they will be able to answer specific questions regarding your integration.