CASEpeer Integrations

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for you

Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers.

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Access, share, and collaborate on all your files from anywhere. OneDrive connects you to all your files in Office 365 so you can share and work together from anywhere while protecting your work. Easily store, access and discover your personal and shared work files in Office 365, including Microsoft Teams, from all your devices. Edits you make offline are automatically uploaded next time you connect. Work faster and smarter with anyone inside or outside your organization. Securely share files and work together in real-time using Word, Excel and PowerPoint across web, mobile and desktop. Create, view, edit, and share files on the go with the OneDrive mobile app. Easily capture whiteboards and scan work receipts, business cards, and other paper documents for safe keeping. OneDrive helps protect your files. You can easily recover files from accidental deletes or malicious attacks and administrators can manage security policies to help keep your information safe.

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

Make the most of every day. The new Google Calendar app helps you spend less time managing your schedule and more time enjoying it. A Schedule with a View. Schedule View brings your schedule to life and makes it easy to see what's ahead with images and maps. Everything you need. Various views of your day, week and month, invitations, web calendar and much more. Backup everything. Your events are always saved on the Web. If you lose your phone, you don't lose your address book. Different ways to view your calendar - Quickly switch between month, week, and day views. Events from Gmail - Flight, hotel, concert, restaurant reservations, and more are added to your calendar automatically. Tasks - Create, manage, and view your tasks alongside your events in Calendar. Video conferencing - Easily add video conferencing to calendar events. Quick event creation - Smart suggestions for event titles, places, and people save you time when creating events.

Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

You spend a lot driving online prospects to your website. Don’t let them leave without knowing who they are. Website visitors are customers waiting to talk to you. Reach out to them through live chat. Most websites convert less than 3%-5% of their visitors to sales. Don’t let yours be one of them. We customize both the chat widget design for your website and the chat responses our chat agents will use. Takes only a few minutes to add our live chat widget to your site. Our support team will take care of the rest. We start chatting with your website visitors, sending you qualified leads in real-time via email, text message and/or live call connects. Serving live chat for personal injury, criminal defense, bankruptcy, family and other legal practice areas. Serving live chat for HVAC, plumbing, roofing, window, solar, general contractors and other home or commercial service businesses.

Customized, bilingual 24/7/365 call answering service that includes message taking, call forwarding, customer service, appointment scheduling, and more. Our law firm answering service screens potential clients based on your preferences and determine if they're qualified or need to be referred elsewhere. Legal intake specialists from our lawyer answering service take leads from initial contact to an e-signed contract, posting directly to your CRM or case management system with a legal answering service. Convert website visitors into new cases and communicate with clients wherever they are. Section background shape image. Respond to and capture high-volume TV, radio, and online advertising leads using our best-in-class solutions and processes. Live answering service with experienced intake specialists in the legal industry immediately respond to all inbound and outbound leads for your law practice and legal firm.

Featured on more than 8,000 business websites across numerous industries, Ngage is a live chat platform with highly trained operators providing a customized experience that turns visitors into clients. With discrete exchanges, we help prospects create a relationship with your business. We capture and forward vital information immediately to make your intake and sales processes more efficient. Ultimately, you increase your website conversions, all at a low cost. We politely greet each visitor to your website before they have a chance to navigate away. Our highly-trained operators interact with visitors and collect information about their situation. We summarize the conversation and connect the web visitor with your team. Ngage connects immediately with prospective clients and increases your conversion rate.

Simple lead tracking for law firms. Gain better knowledge of where your leads are coming from. Completely manage your marketing efforts. Increase your profits without more spending. Know your ROI on all advertising. Track the outcome of every lead. Compare outcomes by attorney and intake staff. Lead Docket provides tools not found in case management systems to ensure timely followup with leads to increase your conversion rate. Stop trying to manage leads in your mailbox. Capture every lead from every source in one place to ensure that you never lose another lead. Developed in collaboration with top attorneys and legal marketing experts. Search, sort, filter, duplicate checks, tagging, import, and other great features to manage leads. Track inbound and outbound referrals. Optionally email lead details to referral partners. Automatically generated task assignments to ensure you never let a lead slip through the cracks.

eFax Corporate is a HIPAA-compliant secure cloud fax service that lets your staff send and receive faxes online from any device such as a PC, laptop, smartphone or tablet. We help many organizations cut costs, reduce management overhead and increase productivity while maintaining regulatory compliance and enhancing security. We use TLS encryption and AES 256-bit encryption for faxes in transit and at rest, and our secure fax API integrates to your applications. BAA also available. eFax Corporate offers more business faxing and secure information exchange solutions than you might think. From Large File Sharing capability, to advanced fax annotation, mobile apps, regulatory compliance, and a secure fax API that integrates to your existing business applications such as a CMS or EHR system and can power high volume faxing— eFax Corporate is your comprehensive fax solution.