Case Management System Integrations
Overview of the different Case Management Systems Case Status integrates with
36 articles
CASEpeer
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.
Clio
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.
FileVine
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
- Filevine Calendar Sync
Litify
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
- Intro to the Case Status/Litify Integration
- Initial Installation of the Case Status/Litify Integration Package
- Matter Sync Architecture Overview
- Syncing Intake Records to Case Status
- Docrio Integration
- Last Message Sent Field Updates
- Read Receipts
Merus Case
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
MyCase
Overview of the MyCase integration
SmartAdvocate
Overview of the SmartAdvocate integration
Docketwise
Overview of the Docketwise integration