CasePeer + AnswerConnect.

Every PI lead captured. Every intake in CasePeer

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How does the CasePeer integration work?

Turn every call into a qualified PI intake. CasePeer is case management software built specifically for personal injury firms. When you connect it with AnswerConnect, every call our virtual receptionists handle is instantly logged in CasePeer. Caller details and key intake information are ready for your team to follow up.

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Seamless connection.

The AnswerConnect + CasePeer integration gives you the power to communicate across platforms with just a click.

To explore how AnswerConnect and CasePeer work together, try through Zapier.

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What can the integration do?

  • Find or create a contact: CasePeer looks for an existing contact before creating a new one and updates your records with the latest caller information.
  • Create or update a case/intake: Open a new potential case or update an existing one directly from call information, including key intake details about the incident.
  • Attach call notes to a case: Add structured call notes and updates to the appropriate case so your team has a complete communication history on every matter.
  • Route new matters into the right workflow: Use call and intake details to route new PI matters into the appropriate CasePeer pipelines and workflows for faster follow-up.

Why integrate?

Case management prioritized.

Everything is pushed into CasePeer in real time. You can run conflict checks, prioritize follow-up, and move strong PI cases into your active pipeline without waiting for someone to retype the message.

Eliminates manual data entry.

Manually moving call notes into contacts, projects, and forms takes time and can lead to mistakes. This integration removes that step completely.

Every call captured at any hour.

AnswerConnect answers your phones 24/7. A trained receptionist gathers the caller’s details and logs the intake in CasePeer, so when your team starts their workday, every overnight PI lead is already in your system.

Keep complex matters organized.

The integration ensures every inbound call is routed to the correct CasePeer contact and case. Your team sees a single, organized record instead of hunting through inboxes and handwritten notes.

Get connected in three simple steps.

step-1

Choose your integration.

In Zapier, set up AnswerConnect as the trigger app and CasePeer as the action app.

step-2

Configure your actions.

Pick the CasePeer actions you want to run and map your AnswerConnect script fields to the matching CasePeer fields.

step-3

We take care of the rest.

Once you’ve tested your Zap, every completed call will automatically update CasePeer according to the rules you’ve set.

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Already a customer?

Activate the integration now from your app.

Your questions answered.

Can't find the answer to your question? Call us now: 800-700-8888 or email us at sales@answerconnect.com

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