CasePeer Integration with Emergent | Build Legal Practice Apps by Prompt

CasePeer + Emergent

The CasePeer and Emergent integration enables personal injury attorneys, plaintiff law firms, and PI legal professionals to build and deploy custom case management applications and legal workflow automation by prompt, combining Emergent's full-stack vibe coding capabilities with CasePeer's specialized personal injury case management platform. This allows law firms to extend their case operations, automate client intake, sync case and settlement data across systems, orchestrate multi-tool legal workflows, and create powerful firm intelligence dashboards without complex coding or infrastructure management.

With Emergent, you can:

• Read and write CasePeer cases, clients, medical records, liens, settlements, tasks, and document data via the REST API.

• Automate case workflow sequences with intelligent task assignment, deadline tracking, settlement calculation, and lien management.

• Sync personal injury case and client data across multiple platforms including QuickBooks, DocuSign, Google Sheets, Slack, and Zapier.

• Trigger real-time automations based on case status changes, settlement milestones, document uploads, and client communications.

• Combine CasePeer with accounting software, document management systems, team communication tools, and marketing platforms in one unified workflow.

• Deploy instantly with secure API key authentication, encrypted key vaults, versioning, monitoring, and analytics.

About CasePeer

CasePeer is a comprehensive cloud-based legal practice management platform built specifically for personal injury attorneys and plaintiff law firms who need specialized tools to manage complex PI cases from intake through settlement. Unlike general legal software, CasePeer focuses exclusively on the unique workflows of personal injury practice with specialized features for medical record tracking, lien management, settlement calculation, demand letter generation, and litigation timeline management designed for maximizing case outcomes and firm profitability.

CasePeer offers:

• Personal injury-specific case management with centralized dashboards tracking case timelines, medical treatments, provider liens, statute of limitations, and settlement negotiations.

• Automated client intake with customizable intake forms, secure eSignature capabilities, lead tracking, and automated follow-up sequences to reduce missed opportunities.

• Legal AI automation powered by AI for document drafting, demand letter generation, medical record summarization, contract analysis, and case research to improve attorney efficiency.

• Settlement calculation tools analyzing medical bills, lost wages, pain and suffering, and historical case data to predict settlement values and optimize negotiation strategies.

• Lien tracking and management with automated lien calculation, Medicare reporting, provider lien resolution, and settlement disbursement tracking for accurate case accounting.

• Medical records management with organized storage, automatic medical bill analysis, treatment timeline tracking, and provider communication logs.

• Document automation with customizable templates for demand letters, pleadings, correspondence, and client communications with merge field support.

• Task and deadline management with automated task creation based on case milestones, statute of limitations tracking, court deadline calendars, and team assignment workflows.

• Client portal and communication tools enabling secure client messaging, document sharing, case status updates, and appointment scheduling for improved client satisfaction.

• Billing and trust accounting with time tracking, expense management, trust account monitoring, lien payment processing, and settlement disbursement calculations.

• Comprehensive reporting and analytics with over 50 PI-specific reports tracking case profitability, attorney performance, marketing ROI, settlement values, and firm productivity metrics.

• Integration ecosystem including QuickBooks for accounting, DocuSign for signatures, medical record providers like Records On Time and MoveDocs, and Zapier for workflow automation.

• Workflow automation with customizable case workflows, automated task scheduling, notification triggers, and status update sequences tailored to PI practice patterns.

• Calendar and deadline integration with court calendar syncing, automatic deadline calculation based on jurisdiction rules, and team calendar coordination.

The CasePeer API enables developers to:

• Authenticate using API keys generated from account settings with secure token management for programmatic access.

• Access REST API endpoints for managing cases, clients, documents, tasks, medical records, liens, and settlement data.

• Query case information with enhanced filtering using attributes like natureOfSuit for granular case segmentation and reporting.

• Handle integer-based ID fields with updated data type standardization for consistent payload structure across all endpoints.

• Build custom integrations for CRM synchronization, document management, financial reporting, and cross-platform legal workflow automation.

• Connect via Zapier integration for event-driven workflows connecting CasePeer to thousands of business applications without custom API development.

• Access API release notes and documentation for staying current with endpoint updates, deprecated field removals, and new feature availability.

Why Integrate CasePeer with Emergent?

Building custom integrations with CasePeer traditionally requires implementing API key authentication, managing endpoint updates, mapping complex case and medical record data structures, handling settlement calculations, wiring accounting and document systems, syncing across multiple legal tools, and building dashboards. Each integration can quickly become a full development project with ongoing maintenance overhead.

Emergent removes that complexity:

• Build by prompt: Describe the legal practice app or case workflow automation you need, and Emergent automatically scaffolds the UI, backend orchestration, data models, and API integrations for CasePeer and any other tools.

• Secure API authentication built in: Emergent handles API key management, endpoint versioning, data type updates, and integration configuration automatically, with encrypted key storage and environment isolation for development, staging, and production.

• PI legal practice-aware data mapping: Emergent understands CasePeer's data structure, including cases, clients, medical records, liens, settlements, tasks, documents, and billing data, helping you map fields accurately across systems.

• Real-time workflow automation: Event-driven triggers via Zapier integration or API polling for case status changes, settlement milestones, document uploads, and deadline alerts, with retries, error recovery, and reliable data synchronization built in.

• Multi-tool orchestration: Combine CasePeer with QuickBooks for trust accounting, DocuSign for client agreements, Google Sheets for firm analytics, Slack for team communication, and medical record providers, all in one seamless workflow.

• Secure and compliant: Features include encrypted vaults, role-based access control, audit logs, and environment isolation, suitable for law firms with attorney-client privilege, confidentiality, and legal compliance requirements.

How Emergent Works with CasePeer in Real Time

STEP 1: Describe your app

Example: "Build a PI case operations hub that automates CasePeer client intake, syncs settlement calculations to QuickBooks trust accounts, generates demand letters via DocuSign, tracks case metrics in Google Sheets, and sends Slack alerts when settlement offers arrive."

STEP 2: Declare integrations

Say "CasePeer + QuickBooks + DocuSign + Google Sheets + Slack + Zapier." Emergent sets up providers, API key authentication, integration configurations, and recommended connection methods automatically.

STEP 3: Secure credentials

Generate your CasePeer API key from account settings and enable Zapier integration from the CasePeer portal. Emergent handles API key management and authentication. Keys are stored in an encrypted vault with environment isolation for development, staging, and production environments.

STEP 4: Select case data and map properties

Emergent automatically introspects your CasePeer data schema, including cases, clients, medical records, liens, settlements, tasks, documents, and billing information. It then guides you to accurately map properties across systems, such as Client Name to QuickBooks customer, Settlement Amount to trust account entry, Case Status to Sheets tracking, and Settlement Offer to Slack notification.

STEP 5: Real-time and scheduled flows

Configure Zapier triggers or API polling for CasePeer events like new case creation, settlement milestones, document uploads, and deadline alerts. Set up scheduled syncs for daily case reports, or define on-demand actions like bulk demand letter generation triggered by case status updates.

STEP 6: Test and preview

Run test queries, simulate case workflow scenarios, validate settlement calculation and document generation, check logs for errors, and let Emergent automatically handle authentication and retries.

STEP 7: Deploy

Deploy your app with one click, complete with versioning, monitoring, error alerts, and usage analytics. You can easily roll back to previous versions or iterate on prompts to add new features.

STEP 8: Expand

Add new capabilities like AI-powered case outcome prediction, automated medical record summarization, predictive settlement valuation, or connect additional tools like LawPay, Clio, or MyCase without rewrites. Simply describe what you need, and Emergent adapts your workflow.

Popular CasePeer + Emergent Integration Use Cases

1. Build a Trust Accounting Automation Using Emergent with CasePeer + QuickBooks Integration

Overview: Automatically sync CasePeer settlement disbursements, lien payments, and attorney fees to QuickBooks trust accounts for accurate legal accounting, IOLTA compliance, and financial record keeping.

How it's built with Emergent?

• Write your prompt: Describe the system (e.g., "Sync CasePeer settlement calculations to QuickBooks trust accounts, record lien payments, track attorney fees, generate client disbursement checks, and maintain IOLTA compliance reports").

• Declare integrations: Choose CasePeer + QuickBooks + Google Sheets Integration.

• Share credentials securely: Connect CasePeer and QuickBooks via API authentication.

• Select financial data and map properties: Emergent detects CasePeer fields like Settlement Amount, Lien Payments, Attorney Fees, Client Costs, and Disbursement Details, mapping them to QuickBooks trust account entries, expense tracking, and client billing records.

• Set triggers and schedules: Enable CasePeer case settlement events triggering automatic QuickBooks trust accounting entries with compliance validation.

• Test and preview: Validate settlement calculations, lien payment accuracy, fee allocations, and trust account reconciliation.

• Deploy: One-click deploy with monitoring and error handling.

• Expand: Add automated three-way reconciliation, IOLTA interest calculations, or state bar compliance reporting.

Outcome: Elimination of manual trust accounting, accurate settlement disbursements, automated lien payment tracking, IOLTA compliance, and complete financial transparency without duplicate data entry.

2. Build a Document Automation System Using Emergent with CasePeer + DocuSign Integration

Overview: Automatically generate CasePeer demand letters, settlement agreements, and client retainers, then route them through DocuSign for electronic signature collection with status tracking and case file storage.

How it's built with Emergent?

• Write your prompt: "Generate CasePeer demand letters from case data, send via DocuSign for signature, track signing status, store completed documents in case files, and notify attorneys when agreements are executed."

• Declare integrations: Select CasePeer + DocuSign + Slack Integration.

• Share credentials securely: Authorize CasePeer, DocuSign, and Slack via API authentication.

• Select document data and map properties: Match CasePeer case details including Client Name, Medical Records, Settlement Demands, and Lien Information to DocuSign template fields, signature routing, and completion status with automated case file attachment.

• Set triggers and schedules: Configure CasePeer case milestone triggers for automatic document generation and DocuSign envelope creation with real-time signature status updates.

• Test and preview: Validate document generation accuracy, signature routing logic, completion tracking, and file storage workflows.

• Deploy: Launch automated legal document workflow with real-time monitoring.

• Expand: Add automated retainer reminder sequences, settlement agreement versioning, or multi-party signature coordination.

Outcome: Streamlined document workflows, elimination of manual letter drafting, faster signature collection, improved client experience, and complete document audit trail without paper handling.

3. Build a Firm Analytics Dashboard Using Emergent with CasePeer + Google Sheets Integration

Overview: Create live, auto-updating Google Sheets dashboards that visualize CasePeer firm metrics including case pipeline, settlement values, attorney performance, marketing ROI, and practice profitability for data-driven management decisions.

How it's built with Emergent?

• Write your prompt: "Sync all CasePeer cases, settlements, and billing to Google Sheets with real-time pipeline tracking, calculate average settlement values, analyze attorney productivity, track referral source ROI, and generate monthly profitability charts."

• Declare integrations: Pick CasePeer + Google Sheets Integration.

• Share credentials securely: Connect CasePeer and Google Sheets via API authentication.

• Select firm data and map properties: Map CasePeer data including Case Type, Settlement Amount, Attorney Assignment, Referral Source, Date Opened, Date Settled, and Legal Fees to Sheets columns with calculated metrics, charts, and conditional formatting.

• Set triggers and schedules: Enable real-time syncing via Zapier triggers for case events or scheduled daily batch updates for comprehensive firm analytics.

• Test and preview: Validate data flow, formula accuracy, chart generation, and metric calculations.

• Deploy: Launch live firm intelligence dashboard with automated reporting.

• Expand: Add conditional formatting for case aging, pivot tables for referral analysis, or automated monthly partner summary emails.

Outcome: Complete practice visibility, case pipeline insights, attorney performance tracking, marketing attribution analysis, and strategic firm planning without manual spreadsheet updates.

4. Build a Team Communication Hub Using Emergent with CasePeer + Slack Integration

Overview: Send real-time Slack notifications to attorneys and staff for important case events including new client sign-ups, settlement offers, statute of limitations warnings, document uploads, and task deadlines.

How it's built with Emergent?

• Write your prompt: "Post Slack alerts when CasePeer receives settlement offers, statute deadlines approach within 30 days, clients sign retainers, medical records arrive, or high-value cases are opened."

• Declare integrations: Choose CasePeer + Slack Integration.

• Share credentials securely: Connect CasePeer and Slack via Zapier and API authentication.

• Select case data and map properties: Map CasePeer events like Settlement Offer Amount, Statute Date, Client Name, Case Type, and Document Status to formatted Slack messages with case details, action buttons, and attorney assignments.

• Set triggers and schedules: Configure Zapier triggers for instant notifications with conditional routing to attorney-specific channels, team channels, or urgent alert channels based on event priority.

• Test and preview: Simulate Slack messages for different case scenarios and validate channel routing accuracy.

• Deploy: Activate production case notifications with monitoring and retry logic.

• Expand: Add automated case assignment suggestions, settlement negotiation threads, or deadline escalation workflows.

Outcome: Instant firm awareness of critical case events, proactive deadline management, faster settlement response, improved team coordination, and enhanced client service without constant case management system monitoring.

5. Build a Medical Records Automation Using Emergent with CasePeer + Records Providers Integration

Overview: Automatically request, track, and import medical records from providers like Records On Time and MoveDocs into CasePeer cases with intelligent record organization, bill analysis, and treatment timeline generation.

How it's built with Emergent?

• Write your prompt: "Automatically request medical records from providers when CasePeer cases reach treatment completion, track record retrieval status, import PDFs to case files, analyze medical bills, and generate treatment timelines."

• Declare integrations: Select CasePeer + MoveDocs + Records On Time + Airtable Integration.

• Share credentials securely: Connect CasePeer, medical record providers, and Airtable via API authentication.

• Select medical data and map properties: Match CasePeer case needs to provider record requests, track retrieval status, map imported documents to case file organization, extract bill amounts, and structure treatment dates in chronological databases.

• Set triggers and schedules: Configure automatic record requests based on case status changes and scheduled status check workflows with automated import upon receipt.

• Test and preview: Validate record request accuracy, status tracking, document import logic, and bill analysis extraction.

• Deploy: Launch automated medical records workflow with real-time tracking.

• Expand: Add AI-powered medical record summarization, automated lien identification, or treatment gap analysis for case strengthening.

Outcome: Streamlined medical record acquisition, elimination of manual tracking, organized case documentation, faster case preparation, and comprehensive treatment visibility without administrative bottlenecks.