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CASEpeer & Case Status Field Mapping

Overview of how Case Status connects to Field Mapping

Updated over 2 months ago

Case Status Field

CASEpeer Field

Required?

Additional Notes

Case ID

Case Name + Internal ID

Yes

Concatenation of the Case Name and Integration ID

Case Description

Incident Description

Yes

Case Status

Case Stage

No

The 'sub stage' in the green drop down on the right side of the case in CASEpeer. These are the 'non bolded' stages.

Primary Attorney

Lead Attorney

Yes

Practice Area

Case Type

No

Group Name

N/A

N/A

Date

Date of Incident

No

Case Manager

Case Manager

No

Client First Name

Client First Name

Yes

Client Last Name

Client Last Name

Yes

Client Email Address

Key Contact Email

No

Client Phone Number

Preferred Phone

Yes

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