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CasePeer Frequently Asked Questions

FAQs about the Quilia and CasePeer integration, including setup, data syncing, and case management workflows.

13 questions

Do you support CasePeer?

Yes. Quilia syncs with 8am CasePeer to automate client messaging and document collection. All updates are logged in the case file without your team needing to chase them down.

How does Quilia integrate with 8am CasePeer?

Quilia integrates directly with 8am CasePeer through their official API. We're official partners with CasePeer, so the integration is built specifically for personal injury law firms. Client data, messages, documents, and case updates sync automatically between Quilia and your CasePeer account.

Is Quilia an official CasePeer partner?

Yes. Quilia is an official partner with 8am CasePeer. This means we have direct access to their API and work closely with their team to ensure seamless integration. Our partnership ensures the integration works perfectly for personal injury law firms.

Why is Quilia perfect for CasePeer users?

Both Quilia and CasePeer are built specifically for personal injury law firms. CasePeer handles your case management, while Quilia focuses on client engagement and treatment tracking. Together, they create a complete solution that helps PI firms win more cases and keep clients happy.

Does the CasePeer integration require Zapier?

No. Unlike some other integrations, Quilia connects directly to CasePeer through their official API. This means faster, more reliable data sync and no need for third-party tools like Zapier. Everything works seamlessly between the two platforms.

Can I use Quilia if I already have CasePeer?

Absolutely. Quilia is designed to work alongside CasePeer, not replace it. CasePeer handles your case management, while Quilia focuses on keeping clients engaged and tracking their treatment progress. They work together perfectly.

What CasePeer features does Quilia enhance?

Quilia enhances CasePeer by adding automated client communication, treatment tracking, pain score logging, appointment reminders, and document collection. While CasePeer manages your cases, Quilia keeps clients engaged and provides the data you need to win more cases.

How does Quilia help with CasePeer case management?

Quilia automatically feeds client data into your CasePeer cases. Treatment updates, pain scores, document uploads, and client messages all sync directly to the appropriate case file. This gives you better case documentation and helps you build stronger cases.

Is the CasePeer integration secure?

Yes. As official partners, we use CasePeer's secure API for all data transmission. Client information is encrypted and protected, maintaining attorney-client privilege. The integration meets all security standards required for legal practice management.

Can I customize the CasePeer integration?

Yes. Since we're official partners with CasePeer, we can customize the integration to match your firm's specific workflow. We can map data fields, set up automated triggers, and configure notifications to work exactly how you need them.

What's the difference between CasePeer's client portal and Quilia?

CasePeer's client portal is basic and requires manual updates from your staff. Quilia is an active engagement platform that automatically keeps clients informed, tracks their treatment, and collects important data. It transforms passive clients into engaged participants in their case.

Does Quilia work with CasePeer's billing features?

Quilia doesn't handle billing at all. We focus on client engagement, treatment tracking, and case management. However, the data we collect (treatment compliance, pain scores, document uploads) can help support your billing process by providing better documentation of client care.

How much setup does the CasePeer integration require?

Very little. Since we're official partners, the integration is pre-configured and ready to go. We handle the technical setup, and you just need to connect your CasePeer account. Most firms are up and running within a day.

Want to learn more?

Learn More About CasePeer

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