Overview
8am CasePeer's Advanced Tier empowers your law firm to scale with success. Leverage the full power of our features, from advanced communication to deep data insights. Upgrade today.
β¨ Advanced Tier Features
Text Scheduling
Enhance client communication by scheduling texts for the future. Perfect for:
Appointment reminders and check-ins.
Client birthdays and milestones.
Reducing manual tasks for your staff.
Office Reporting Suite
Turn on a powerful operations layer to manage multiple offices or multi-state operations.
Compare Performance: Track metrics across different teams and locations.
Granular Permissions: Ensure staff only see the reports relevant to their specific office.
Intake Portal
Streamline data collection for new leads.
Collaborate: Invite external investigators to complete intake packets without giving them full CasePeer access.
Accuracy: Review captured data before it is officially saved to a case.
Case Grades
Establish a standard process for prioritizing high-value cases. Use the Case Review Report to implement monthly file reviews and ensure no claim is a drain on your firm's resources.
π API Access & Integrations
CasePeer Advanced now offers robust API options to help you manage your data and integrate with external tools.
Note: We do not provide direct support for API implementations. Firms should work with a professional developer to assist with setup.
π Data Sync API (Read-Only)
The Data Sync API enables you to pull information directly from CasePeer to build custom, high-level reports using your favorite business intelligence tools.
Use Cases: Deeper insights across operations, trend tracking, and forecasting.
Compatible Tools: Tableau, Microsoft Power BI, and more.
Get Started: Data Sync API Implementation Instructions
π€ Partner API (Read/Write)
The Partner API allows your firm to create and update specific resources within CasePeer. While endpoints are currently limited, we are constantly expanding this list.
Current Status: Limited endpoints available.
Requests: You are welcome to email a list of requested endpoints for our engineering team to consider.
Get Started: Partner API Implementation Instructions
π οΈ Requesting Partner API Access
To set up your application and receive your Client ID and Client Secret, please provide the following information via our support channel:
App Name: (e.g., your Law Firm's name).
Redirect URL: The URL where we send the authorization code for your specific app.
App Logo: An image file for the application you are integrating.
