CASEpeer Message Notifications

For firm users that want notifications when a client sends a message that is posted back to CASEpeer, this can be configured from within the CASEpeer portal.

Setup

The firm will navigate to the Settings cog in the right hand corner of their CASEpeer platform and then select ‘Account Settings’

From there they will need to scroll down to the integration section and select ‘Case Status’. Once selected they can add any roles that should be notified to the ‘Directed Notifications’ section.

How it Works

Whichever roles are added to the ‘Directed Notifications’ section will receive a notification when a client inbound message or document is received.

The notification will appear as a notification bubble on the bell as well as a message within the inbox.