CASEpeer + LEX Reception

CASEpeer + LEX Reception integrations

Create case notes in CASEpeer from new messages in LEX Reception

When a new message is received in your LEX Reception app, this workflow ensures that a corresponding case note is instantly created in your CASEpeer app. It provides a seamless integration between the two platforms, making sure no important messages slip through the cracks. Now, keeping track of client communication and case updates is easier than ever. Unleash the full potential of your LEX Reception messages with this automatic process.

When this happens...
New MessageTriggers when a new message is taken.
TriggerInstant
automatically do this!
Create Case NoteCreate a case note on the specified case
ActionWrite

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More things you can do with LEX Reception and CASEpeer

Discover other triggers and actions you can use with LEX Reception and CASEpeer

New Message
Triggers when a new message is taken.
Trigger
Instant
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Received Client Text Message
Triggers when a client sends a text message.
Trigger
Instant
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New Lead
Triggers when a new lead is captured.
Trigger
Instant
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- Case Note
  Required
- Case
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Phone ext.
- Call Time
- Source
- Date of Incident
- Accident Type
- Description of Injuries
- Description of Accident
- Source Number
- Patched To
- Patched From
- Write in Date of Incident
- Caller
- General Description
Action
Write

- Litigation File Number
- Client Cellphone Number
- Firm File Number
Action
Search

Case Status Change
Triggers when a case changes status.
Trigger
Instant
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New Case
Triggers when a new case is created.
Trigger
Instant
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- Case Type
  Required
- Phone Type
  Required
- Date Of Injury
  Required
- Phone Number
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
- Nick Name
- Source Type
- Source Detail
- Date of Birth
- Language
- Incident Description
- Description of Injuries
- Case Status
  Required
Action
Write
- Task
  Required
- Priority
- Case
  Required
- Created By
  Required
- Assigned To
  Required
- Urgent
- Due Date
  Required
- Date To Show
Action
Write
- Email Address
  Required
Action
Search
- Case Type Name
  Required
Action
Search

About CASEpeer

Case and practice management software for personal injury attorneys

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CRM (Customer Relationship Management)

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About LEX Reception

LEX Reception is a 24/7 legal reception dedicated to giving lawyers more time.

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Related categories

Customer Support

Related Zap Templates

Create new CASEpeer leads from new LEX Reception messages

Related Zap Templates

Create new CASEpeer leads from new LEX Reception messages