INTEGRATIONS

Your centralized practice management hub

Integrate with your favorite tools to operate your firm with full visibility into where you’ve been and where you’re going.

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Calendar

Sync CASEpeer with your existing work calendar. See all your meetings, deadlines, events, and tasks in one place, so you can manage your day effectively.

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Document Management

Go paperless with CASEpeer's cloud-based unlimited secure file storage and seamless integrations. Centralize all of your documents in one place and leverage automation to increase efficiency.

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Integrate your favorite third-party platforms

Connect all of your firm’s operations in one convenient place.

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Intake Management

In addition to our built-in intake management features, CASEpeer offers integrations with dedicated intake software platforms. Use your favorite tools for capturing and managing leads, and automatically capture retained clients in CASEpeer for case management.

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Lead Management

Capture all your marketing leads in CASEpeer to streamline the conversion of prospects to clients. Leverage our intake management tools to track followup, evaluate performance, and trigger automations.

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WHAT OUR CLIENTS SAY

Read testimonials

"I have never experienced better customer service and attentiveness."

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FOUNDER, SACHS LAW & MVP ATTORNEYS Brett Sachs

“CASEpeer is something that you can't afford not to have.”

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CO-FOUNDER, SAM & ASH, LLP Ash Watkins

“It’s user-friendly and doesn’t require too much inside knowledge.”

Oscar Garza
FOUNDER, OSCAR A. GARZA LAW Oscar Garza
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Client Management

Do you harness tools to communicate with clients and leads outside of CASEpeer? We seamlessly integrate with the leading legal client communication platforms, empowering your firm to provide the best possible client experience.

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Accounting & Payments

Streamline your personal injury firm's accounting functions and processes. Reduce double entry with our powerful legal accounting software integrations. We make cost management, client trust tracking, collecting payments, and financial reporting easy.

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WHAT OUR CLIENTS SAY

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READ FULL TESTIMONIAL
OSCAR GARZA, OSCAR A. GARZA LAW

“CASEpeer is user-friendly and doesn’t require too much inside knowledge - I like the simplicity and consistency of CASEpeer. Once everything is set up, you can just let the system work.”

Treatment & Records 

Simplify the process of requesting medical records and billing with an outsourced partner. CASEpeer’s integrations with records retrieval companies make it easy to save your firm time and money.

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Zapier & more

Connect CASEpeer with your other favorite tech leveraging our integration with Zapier, the leading automation platform for businesses. We also integrate directly with other technologies to benefit your law firm.

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