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CASEpeer + CASEpeer

CASEpeer + CASEpeer integrations

Create new CASEpeer cases from new CASEpeer cases effortlessly

Streamline your case management process with this efficient workflow. When a new case is introduced in CASEpeer, this system will immediately generate a corresponding case within the same platform. This not only improves organization, but also accelerates the progression of case processing. Enjoy the convenience of a simplified and unified case handling approach.

When this happens...
New CaseTriggers when a new case is created.
TriggerInstant
automatically do this!
Create CaseCreating a case action
ActionWrite

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More things you can do with CASEpeer

Discover other triggers and actions you can use with CASEpeer

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

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

About CASEpeer

Case and practice management software for personal injury attorneys

Learn moreLearn moreHelpHelp

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Manage new CASEpeer cases by creating or updating Levitate contacts

Create or update Levitate contacts when case status changes in CASEpeer