Home
>
Integrations
>
Custom Case Management

The Leading Custom Case Management Integration for Client Experience

Many firms may run their practice with a custom-built case management system. If you are one of these firms, Case Status can still make an impact using tools like Zapier.

Take a tour

All Firms Can Reimagine Client Engagement with Case Status

We are the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with Zapier will drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth.

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 platforms 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.

All Firms Can Reimagine Client Engagement with Case Status

85%
Client Engagement of the Case Status 5-star App
5 hr
Response Time vs. Industry Average of 48-72 hours
2.5
Weeks saved per year Small firm of 4 staff
73
NPS Score vs. Industry Average of 32

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

How This Integration Works with Case Status

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.

Custom Case Management

Integration FAQs

Will my team have to double-enter case updates in both systems?

No. Case Status connects to your custom case management system via secure API integration so your team can continue working in their existing workflow without duplicate entry.

Are client messages and photos automatically saved to our system?

Yes. Messages and attachments sent through Case Status sync back to your system of record so your case files remain complete and centralized.

How does Case Status handle custom fields or case-specific data?

Our team works with you during implementation to map relevant custom fields so important case data appears correctly and powers automated updates.

How does the integration handle private vs. public notes?

Internal notes remain private within your system. Only updates designated for clients appear in Case Status.

If I add a new lead or contact, how quickly do they appear in Case Status?

Sync timing depends on configuration, but most integrations update in near real-time so your team can start communicating quickly.

Deliver better client experience at scale

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