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Case Status logoCase Status logo
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Case Status + Case Status

Case Status + Case Status

Case Status + Case Status integrations

Manage new client communication activities in Case Status and update Case Statuses seamlessly

Enhance your law firm's productivity and client engagement with this efficient workflow. When a new interaction is recorded in Case Status, a swift update follows, keeping you informed without tedious manual tracking. This immediate process boosts efficiency and ensures consistent updates in your legal affairs.

  1. When this happens...
    New Client Communication Activity
    New Client Communication Activity
    New Client Communication ActivityTriggers when there is new client communication activity on any case on your firm.
    TriggerPolling
  2. automatically do this!
    Update the Status of a Case
    Update the Status of a Case
    Update the Status of a CaseUpdate the Status of a Case.
    ActionWrite
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More things you can do with Case Status

Discover other triggers and actions you can use with Case Status

  • Case Status triggers, actions, and search
    New File Activity

    Triggers when there is a new file added by a client to any case on your firm.

    Trigger
    Polling
    Try It
    • Case
      Required
    • Integration Id
    Action
    Write
    • Readable ID
      Required
    • Client Phone Number
      Required
    • Create New Client
      Required
    • Client Email
    • Client First Name
    • Client Last Name
    • Description
    • Closed Date
    • Case Date
    • Attorney
      Required
    • Case Type
    • Case Status
    • Paralegal
    • Integration Id
    Action
    Write
    • Case ID
      Required
    • Integration ID
    • Message Content
      Required
    Action
    Write
  • Case Status triggers, actions, and search
    New Client Communication Activity

    Triggers when there is new client communication activity on any case on your firm.

    Trigger
    Polling
    Try It
    • Case Id
      Required
    • Appointment Integration Id
      Required
    • Appointment Type
      Required
    • Date and Time
      Required
    • Appointment Title
      Required
    • Provider Type
    • Provider Name
    • Office Name
    • Address/URL
    • Description
    • Attendees
    Action
    Write
    • Readable ID
      Required
    • Integration Id
    • Create New Client
      Required
    • Client Phone Number(s)
      Required
    • Client Email
    • Client First Name
    • Client Last Name
    • Primary Attorney
      Required
    • Attorney Email List
    • Paralegal Email List
    • Closed Date
    • Case Date
    • Case Type
    • Case Status
    • Description
    Action
    Write
    • Case ID
      Required
    • Integration ID
    • Status Name
    • Stop Zap if Status not Found
      Required
    • Stop Zap if Case not Found
      Required
    Action
    Write
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About Case Status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
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