What is Levitate?
Levitate is a marketing platform designed to help law firms grow by facilitating personalized outreach to clients and referral partners. Rather than juggling multiple tools, your firm can use Levitate as a single platform to handle email campaigns, social media scheduling, review requests, client surveys, appointment reminders, and handwritten cards.
How the Integration Works
The CasePeer integration automates your marketing efforts by running targeted outreach directly on your firm's live case data. It eliminates the need for manual data exports, ensuring your client lists are always up-to-date and your referral pipeline stays warm without requiring additional staff time.
Key Integration Features
Automated Daily Syncs: Contacts and cases automatically sync from CasePeer into Levitate every day at 8:00 AM.
Smart Tagging and Targeting: You can easily target outreach by matter type or relationship owner. Essential case details from CasePeer—including case name, case type, lead attorney, and case manager—automatically arrive in Levitate as filterable tags.
Familiar Sender Identities: Outreach carries a name the client actually recognizes. Your firm can designate the lead attorney or case manager as the "owning role," and Levitate will automatically assign each contact to that specific person for personalized communication.
Availability
The Levitate integration is available for firms on the CasePeer Pro and CasePeer Advanced plans.
Setting Up the Integration
Connecting CasePeer to Levitate is simple and securely designed using read-only access so Levitate never handles your CasePeer password.
Enable the Integration: Contact your Levitate Success Specialist to activate the CasePeer integration for your firm's account, as it must be enabled before it appears on your dashboard.
Connect Your Account: Once activated, go to the Integrations section in your Levitate dashboard and click the CasePeer card.
Authorize Access: Follow the on-screen steps to authorize the connection. Because this is a per-user connection, each Levitate user must authorize their own CasePeer account individually.
Initial Sync: After authorization, Levitate will perform an initial sync to automatically import your existing contacts along with their tags and key facts.
Need Help?
If you need assistance configuring your integration, managing your campaigns, or troubleshooting syncing issues, our support teams are here to help. For questions specific to your case data and firm settings, reach out to CasePeer Support.
For assistance with building marketing campaigns and utilizing Levitate platform features, please visit Levitate Support.