MyCase + CASEpeer Integrations
Put MyCase + CASEpeer to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between MyCase and CASEpeer
See the kind of workflows teams build with MyCase and CASEpeer below — describe the exact one you want above and the Agent builds it on demand.
MyCase + CASEpeer
Sync case status updates from CASEpeer to the matching record in MyCase.
Build client onboarding hubs for won deals
When a deal is won in CASEpeer, automatically create a page from a template in MyCase to house client handoff and onboarding materials.
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Log meeting summary documents to contact timelines
When a document is published in MyCase, automatically log an activity on the corresponding contact in CASEpeer so sales reps stay updated.
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Sync document statuses with sales deal stages
When a deal stage changed in CASEpeer, automatically update the matching project record status in MyCase to keep cross-functional teams informed.
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Browse the full workflow library →
Looking to achieve something else with MyCase and CASEpeer?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for MyCase and CASEpeer
Everything MyCase and CASEpeer can do inside a workflow — the triggers that start one and the actions that run when it fires.
MyCase Explore MyCase →
MyCase is an all-in-one legal practice management software providing document storage, case tracking, and invoicing for law firms.
Knit's Integrations Agent builds MyCase's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against MyCase's API.
CASEpeer Explore CASEpeer →
CASEpeer is a practice management and CRM software designed specifically for personal injury law firms to manage legal cases and clients.
TriggersTriggers when a case changes status.
Triggers when a client sends a text message.
Triggers when a new case is created.
Triggers when a new lead is captured.
Creating a case action
Create a case note on the specified case
Creates a case task
Creating a lead action
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about MyCase + CASEpeer
Is there a pre-built MyCase + CASEpeer automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches MyCase and CASEpeer's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built MyCase or CASEpeer connector?
No. The Agent works whether or not MyCase or CASEpeer already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can closing a deal automatically spin up an onboarding document?
Yes, winning a deal in CASEpeer can automatically create a client onboarding hub from a template in MyCase.
How can published client docs update our sales records?
Publishing research notes or customer documents in MyCase can automatically log activities on contact profiles in CASEpeer.