Skip to main content

8am CasePeer Advanced: Growth & Integration

Designed to grow with your firm.

Updated over 2 weeks ago

Overview

8am CasePeer's Advanced Tier empowers your law firm to scale with success. Leverage the full power of our features, from advanced communication to deep data insights. Upgrade today.


✨ Advanced Tier Features

Text Scheduling

Enhance client communication by scheduling texts for the future. Perfect for:

  • Appointment reminders and check-ins.

  • Client birthdays and milestones.

  • Reducing manual tasks for your staff.

Office Reporting Suite

Turn on a powerful operations layer to manage multiple offices or multi-state operations.

  • Compare Performance: Track metrics across different teams and locations.

  • Granular Permissions: Ensure staff only see the reports relevant to their specific office.

Intake Portal

Streamline data collection for new leads.

  • Collaborate: Invite external investigators to complete intake packets without giving them full CasePeer access.

  • Accuracy: Review captured data before it is officially saved to a case.

Case Grades

Establish a standard process for prioritizing high-value cases. Use the Case Review Report to implement monthly file reviews and ensure no claim is a drain on your firm's resources.


πŸš€ API Access & Integrations

CasePeer Advanced now offers robust API options to help you manage your data and integrate with external tools.

Note: We do not provide direct support for API implementations. Firms should work with a professional developer to assist with setup.

πŸ“Š Data Sync API (Read-Only)

The Data Sync API enables you to pull information directly from CasePeer to build custom, high-level reports using your favorite business intelligence tools.

🀝 Partner API (Read/Write)

The Partner API allows your firm to create and update specific resources within CasePeer. While endpoints are currently limited, we are constantly expanding this list.


πŸ› οΈ Requesting Partner API Access

To set up your application and receive your Client ID and Client Secret, please provide the following information via our support channel:

  • App Name: (e.g., your Law Firm's name).

  • Redirect URL: The URL where we send the authorization code for your specific app.

  • App Logo: An image file for the application you are integrating.

Did this answer your question?