Step-by-Step Setup Guide
Access the Dashboard: Log in directly to your firm's HelloCounsel dashboard.
Initiate the Connection: Select the option to connect CasePeer from within the HelloCounsel dashboard.
Authorize via OAuth: Follow the prompts to authorize access through OAuth. This establishes a secure structural connection between the platforms.
Post-Setup Sync and Workflow
Once authorized, the integration operates natively between the two systems:
Initial Data Pull: HelloCounsel automatically pulls your active cases, matter details, contacts, phone numbers, assigned staff, and any tasks specifically tagged to the agent.
Live Call Identification: During inbound or outbound calls, the agent identifies the caller against the CasePeer case file to handle reception duties, records follow-ups, or assigned tasks.
Automatic Write-Back: When the call concludes, HelloCounsel pushes all call notes, records follow-up updates, tagged tasks, and task completion results directly back to the matching case. Firm staff can track all updates natively inside the CasePeer file itself.
Managing Access and Disconnection
Firms retain complete control over file access. You can disconnect the CasePeer integration from the HelloCounsel dashboard at any time [cite: 1]. Doing so will immediately remove the AI agent's access to your case files [cite: 1].
Support
If you experience issues during setup, you can reach out to HelloCounsel support at support@hellocounsel.ai. Note that HelloCounsel does not provide phone support.