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Case Management System Integrations

Overview of the different Case Management Systems Case Status integrates with

27 articles

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Overview of the CASEpeer integration

CASEpeer Integration Setup & OverviewOverview of the setup between CASEpeer and Case Status for a Firm Staff Member

CASEpeer & Case Status Field MappingOverview of how Case Status connects to Field Mapping

CASEpeer Message NotificationsFor firm users that want notifications when a client sends a message that is posted back to CASEpeer, this can be configured from within the CASEpeer portal.

Overview of the Clio integration

Clio Integration Setup & OverviewThe Clio integration allows matters created in Clio to be imported into Case Status, and for certain data to be synced between the two

Clio & Case Status Field MappingThe following fields in Case Status are linked to the following corresponding fields in Clio

Error: This file was not saved to Clio because a corresponding matter in Clio was not found.

Overview of the FileVine integration

Filevine Integration Setup & OverviewThe Filevine integration allows projects created in Filevine to be imported into Case Status, and certain datapoints to transfer

Filevine & Case Status Field MappingThe following is a guide to what fields in Filevine will be mapped to the corresponding fields in Case Status depending on configuration

Filevine Messaging Webhook SetupThe Filevine messaging webhook enables the user to send a message to their client in Case Status without ever leaving the Filevine platform

Error: This file was not saved to FileVine because a corresponding matter in Clio was not found

Overview of the Litify integration

Litify Integration Setup and OverviewIn order to set up the Litify integration, a few key steps are needed within the Litify instance as well as on the Case Status side.

Litify/Salesforce Apex ClassesSalesforce Apex Classes that can be used in place of our standard integration to transfer information between our two systems.

Error: This file was not saved to Litify because a corresponding matter in Litify was not found.

Send Custom Notifications from Litify when a Case Status Message is receivedSteps to create a flow that will notify Principal Attorneys and Case Managers when a new message is received from a client

Overview of the Merus Case integration

MerusCase Integration Setup & OverviewThe MerusCase integration allows matters created in MerusCase to be imported into Case Status and for certain datapoints to sync

Error Message: "Case not imported" - Merus Case

Error: This file was not saved to Merus Case because a corresponding matter in Merus Case was not found.

MerusCase Field MappingOverview of the field mapping between Case Status and MerusCase

Overview of the MyCase integration

MyCase Integration Setup and OverviewThe MyCase integration allows matters created in MyCase to be imported into Case Status, and for certain datapoints to sync between

MyCase & Case Status Field MappingThe following fields in Case Status are linked to the following corresponding fields in MyCase.

Overview of the Neos integration

Neos Integration setup and overviewOverview of the integration between Neos and Case Status

Neos Field mappingThe following chart describes which fields in Case status map to their corresponding fields in Neos.

Overview of the SmartAdvocate integration

SmartAdvocate Integration OverviewOverview of the integration of the integration between SmartAdvocate and Case Status

SmartAdvocate & Case Status Field MappingThe following chart describes which fields in Case status map to their corresponding fields in SmartAdvocate.

Overview of the Docketwise integration

Docketwise Integration Overview

Docketwise Field MappingOverview of the field mapping between Case Status and Docketwise