Integrate Case Status with Retently

Trigger NPS/CSAT surveys after significant case milestones or client meetings, sync client contact details and case history with Retently, and use feedback scores to improve client communication strategies and service quality.

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About Case Status

Case Status allows users to manage legal cases and client communications efficiently. It supports features like case management, appointment scheduling, and file tracking.

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Case Status to Retently

1

New File Activity

Triggers when there is a new file added by a client to any case on your firm.
2

New Client Communication Activity

Triggers when there is new client communication activity on any case in your firm.
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Retently to Case Status

1

Close a Case

Closes a case in Case Status.
2

Create a New Case

Creates a new case.
3

Send Message

Sends a message on a case.
4

Create a New Appointment

Creates a new appointment.
5

Update the Status of a Case

Updates the status of a case.

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