CasePeer
Authentication: OAuth. See Magic Link for the runtime auth flow, or Application credentials to bring your own OAuth app.
Sample use cases
- List open cases for client
Maria Delgadoand summarize the latest case notes - Add a follow-up task to case
CP-20418to request medical records from the treating provider - Pull every health lien on a case and total the outstanding balance before settlement
Available Tools
List case notes, newest first. Filter with case_id for one case’s notes. Use list_cases to find case IDs and…
Get one case note by ID. Use list_case_notes to find note IDs.
Add a note to a case. Use list_cases for case_id, list_caseworkers for directed_to_ids, and list_note_categories for…
Update a case note’s text, recipients, or categories. Only the fields supplied change, but directed_to_ids and…
List case tasks. Filter with case_id for one case or directed_to_id for one assignee’s workload; CasePeer offers no…
Get one case task by ID. Use list_case_tasks to find task IDs.
Create a task. created_by_id and directed_to_id are both required caseworker IDs; call list_caseworkers first…
List task reminders. Filter with directed_to_id for one person’s reminders or was_sent to separate pending from…
Get one reminder by ID. Use list_reminders to find reminder IDs.
Add a reminder to an existing case task. Create the task first with create_case_task, then pass its ID as…
List costs recorded against cases. Filter with case_id for one case’s costs; CasePeer offers no payee filter, so…
Get one cost by ID. Use list_costs to find cost IDs.
Record a cost against a case. case_id, contact_id, and amount are all required; use list_cases for the case and…
List health liens; what medical providers are owed out of a settlement. Filter with case_id for one case; CasePeer…
Get one health lien by ID. Use list_health_liens to find lien IDs.
Record a health lien against a case. case_id is required; use list_cases. contact_id must be a hospital-type…
Update a health lien’s amounts, dates, or provider. Only the fields supplied change; the rest of the record is left…
Get the firm the connection is authorized against. Use this to confirm which CasePeer firm the connection points at…
List the firm’s cases, newest first. Filter with client_id, name_contains, or closed; sort with sort; narrow the…
Get one case by ID, including its client, status, type, staffing, and incident links. Use list_cases to find case…
List incidents; the location, description, and client role behind each case. Filter with case_id to get the incident…
Get one incident by ID. Use list_incidents to find incident IDs.
List injuries recorded on cases. Filter with case_id for one case’s injuries. Use list_cases to find case IDs and…
Get one injury by ID. Use list_injuries to find injury IDs.
Update an injury’s current-state description. This is free text, not a picklist value, and it replaces whatever is…
List case documents. Filter with case_id for one case, folder_id for one folder, or root_level_only with case_id for…
Get one case document by ID. Use this to poll download_status after create_case_document with file_url: the file is…
File a document on a case. With file_reference from the file upload API the call waits for CasePeer’s fetch and…
List the stored versions of a case document. Use list_case_documents for the document ID, and…
Download a case document’s file content by ID. Returns UTF-8 text as text and anything else as base64; check…
Download one stored version of a case document. Returns UTF-8 text as text and anything else as base64; check…
List case document folders. Filter with case_id for one case’s whole tree, parent_folder_id for one folder’s…
Get one case document folder by ID. Use list_case_document_folders to find folder IDs.
List the documents inside a folder, including those in its nested subfolders. Use list_case_document_folders to find…
Create a document folder on a case. Pass parent_folder_id to nest it, which must belong to the same case. Use…
List the document categories the firm files documents under. Call this before create_case_document for its category_ids.
Get one document category by ID. Use list_document_categories to find category IDs.
Create a document category for the firm. Check list_document_categories first so an existing category is reused…
List case photos. Filter with case_id for one case’s photos. Use download_case_photo to fetch a photo’s bytes.
Get one case photo by ID. Use list_case_photos to find photo IDs.
File a photo on a case. With file_reference from the file upload API, the call waits for CasePeer to fetch the image…
Download a case photo’s bytes by ID. Images come back base64-encoded; check ‘encoding’ before use. Files over…
List the contact types a contact can be created as, such as hospital, attorney, or court. Call this before…
Get one contact type by ID. Use list_contact_types to find contact type IDs.
List the defendant types configured for the firm. list_defendants accepts no filters, so match these IDs against…
Get one defendant type by ID. Use list_defendant_types to find defendant type IDs.
List the expert witness specialties configured for the firm. Call this before create_contact for its…
Get one expert witness type by ID. Use list_expert_witness_types to find these IDs.
List the languages a client can be assigned. Call this before update_client for its language_id.
Get one language by ID. Use list_languages to find language IDs.
List the note categories configured for the firm. Call this before create_case_note or update_case_note for their…
Get one note category by ID. Use list_note_categories to find note category IDs.
List the task priorities configured for the firm. Call this before create_case_task for its priority_id.
Get one priority by ID. Use list_priorities to find priority IDs.
List the treatment specialties configured for the firm. Call this before create_contact for its…
Get one treatment category by ID. Use list_treatment_categories to find these IDs.
List the yes/no/maybe values CasePeer uses for three-state fields. Call this before create_contact for its…
Get one yes/no/maybe value by ID. Use list_yes_no_maybe to find these IDs.
List the firm’s clients; the people cases belong to. Narrow the payload with fields, and use update_client to change…
Get one client by ID. Use list_clients to find client IDs.
Update a client’s details. Only the fields supplied change; the rest of the record is left alone. Use list_clients…
List the firm’s contacts; providers, attorneys, courts, experts, and companies. Filter with contact_type_id or…
Get one contact by ID. The fields returned depend on the contact’s type; a hospital exposes different attributes…
Create a firm contact. Call list_contact_types first: contact_type_id decides which other fields CasePeer requires…
Update a contact’s details. Only the fields supplied change; the rest of the record is left alone. Use list_contacts…
List defendants across the firm’s cases. Each defendant links to a contact record, a case and a defendant type…
Get one defendant by ID. Use list_defendants to find defendant IDs.
List the firm’s users. Call this for the caseworker IDs create_case_task, create_case_note, create_reminder and…
Get one caseworker by ID. Use list_caseworkers to find caseworker IDs.
List the insurance policies attached to clients’ cases. Filter with case_id for one case, and pass…
Get one client insurance link by ID. Use list_client_insurances to find these IDs, and include=[‘insurance’] for the…
List the insurance policies attached to defendants. Filter with defendant_id for one defendant. Pass…
Get one defendant insurance link by ID. Use list_defendant_insurances to find these IDs, and include=[‘insurance’]…