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The Leading Zapier Integration for Client Experience

Zapier allows users to integrate the web applications that they use. Our integration with Zapier allows us to send information to other apps and case management systems that integrate with Zapier.

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Any Firm Can Reimagine Client Engagement with Case Status using Zapier

We are the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with Zapier will allow any firm the ability to drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth regardless of the case management system.

Client Engagement

We help all firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to emails and calls asking, "what's going on with my case?"

Enhanced Communication

We compliment all case management solutions with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone.

Grow The Law Firm Business

We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.

AI-Powered Client Intelligence

Case Status uses AI to prioritize urgent messages, draft personalized responses, and surface insights from every client interaction — so your team spends less time triaging and more time practicing law.

Any Firm Can Reimagine Client Engagement with Case Status using Zapier

30%
Decrease in Phone Calls Within Weeks
90%
Reduction in Emails From Clients
130%
Net Promoter Score Increase from Average
800%
Increase in 5-Star Google Reviews

How This Integration Works with Case Status

Helpful Resources to Get Started

Law Firms Love Case Status

Watch how Case Status helps law firms deliver 5-star client experiences, automate communication, and grow smarter — all in one mobile portal.

Helpful Resources to Get Started

Google Chrome Extension

Getting Started with Case Status

Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.

Step 1: Connect Your System

Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.

Step 2: Configure Your Client Experience

We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.

Step 3: Go Live and Invite Clients

Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.

Zapier

Integration FAQs

Will my team have to double-enter case updates when using Zapier and Case Status?

No. Zapier allows you to automate workflows between Case Status and other platforms so data moves automatically without duplicate entry.

Are client messages and photos sent through Case Status automatically saved through Zapier integrations?

Yes. Depending on how your Zapier workflows are configured, client communications can be pushed into your connected system automatically.

How does Case Status handle custom data fields when integrated through Zapier?

Zapier allows you to map specific fields between Case Status and your connected tools so relevant case data flows where it needs to go.

How does the Zapier and Case Status integration handle private versus public notes?

Only the data intentionally included in your Zap is shared. Internal notes remain private unless specifically mapped in your automation.

How quickly do records sync between Zapier and Case Status?

Most Zapier workflows run in near real-time depending on your configuration and subscription plan.

Deliver better client experience at scale

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.
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