CASEpeer + PenPals

CASEpeer + PenPals integrations

Send PenPals handwritten cards to new CASEpeer leads

High-volume PI pipelines in CASEpeer can struggle to deliver genuine touchpoints early in the relationship. With this integration, each new lead automatically receives a personalized, handwritten PenPals card, thanking them for their trust. Hands-free handwritten outreach nurtures prospects, improves conversion, and helps your personal injury firm stand out in a competitive market.

When this happens...
New LeadTriggers when a new lead is captured.
TriggerInstant
automatically do this!
Send Handwritten CardSends a handwritten card. Note: requires active payment method in your PenPals account.
ActionWrite

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More things you can do with CASEpeer and PenPals

Discover other triggers and actions you can use with CASEpeer and PenPals

Case Status Change
Triggers when a case changes status.
Trigger
Instant
Try It
New Case
Triggers when a new case is created.
Trigger
Instant
Try It
- 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
- First Name
  Required
- Last Name
- Business
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
- Zip Code
  Required
Action
Write

- Card
  Required
- Message
  Required
- Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
Action
Write

Received Client Text Message
Triggers when a client sends a text message.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is captured.
Trigger
Instant
Try It
- 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
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Handwriting Style
- Ink Color
Action
Write
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Send Date
  Required
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
Action
Write

About CASEpeer

Case and practice management software for personal injury attorneys

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

HelpHelp

Related categories

Customer Appreciation