CRM Integrations

Connect your case management system — manually via CSV or automatically via API.

0
Connected
🔒
What we pull from your CRM — and what we block. When syncing, SettleCase.ai pulls only anonymized case metrics: injury type, financial amounts, insurer, liability, and outcome dates. We explicitly block: client names, dates of birth, addresses, phone numbers, email addresses, SSNs, and medical provider names. These fields are filtered server-side before any data reaches our database. Full data practices →
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Manual CSV
Export from your CRM → upload here. No IT required. Works today.
⚡
Automatic API
Live sync between your CRM and SettleCase. Set once, runs forever.
Filevine Popular Not Connected
REST API v2 · Webhooks · PAT Auth
Export from Filevine
⏱ ~5 minutes · No IT required
01
Open Reports
In Filevine: Main Menu (☰) → Reports in the left sidebar.
02
Create Case Report
Click + New Report → record type: Cases. Filter by Project Type (Mass Tort, PI) as needed.
03
Add Columns
Add: Client Name, Case Status, Case Type, Attorney, Date Opened, Incident Date, Settlement Value, Phone, Email.
04
Export CSV
Click Export (↓) top-right → select CSV. Browser downloads the file automatically.
05
Upload Here
Go to Import → Upload CSV tab → select Filevine. We auto-map the columns.
Upload Your CSV
📂
Drop Filevine CSV here
or click to browse
Column Mapping
Client Name→client_name✓
Case Type→case_type✓
Case Status→status✓
Case Value→settlement_value✓
Attorney→attorney✓
No imports yet for Filevine.
NEOS (Needles) Not Connected
Open API · Zapier · CSV Export
Export from NEOS (Needles)
⏱ ~5 minutes · No IT required
01
Export Your Full Database
In NEOS: Reports menu (top nav) → Case Reports → All Cases Report. This exports your ENTIRE case database — not just one case.
02
Set the Date Range
Set date range to cover all years you want (e.g. Jan 2020 – Today) to capture full settlement history.
03
Choose Export Columns
Click Columns → select: File Number, Case Type, Incident Date, Settlement Amount, Demand Amount, Insurance Company, State, Date Closed, Days Outstanding. Skip: Client Name, Phone, Email, SSN (PHI not needed).
04
Export as CSV
Click Export → CSV File. The file will contain ALL cases matching your filter — typically hundreds of rows.
05
Upload the Full CSV Here
Go to Import → Settlement History tab → drag and drop the full CSV. Our column mapper handles NEOS field names automatically. Claim/File Number is used to prevent duplicate imports on re-upload.
06
Re-upload Anytime
If you add new settled cases in NEOS, just export again and re-upload. The system uses the File Number to update existing records rather than creating duplicates.
Upload Your CSV
📂
Drop NEOS (Needles) CSV here
or click to browse
Column Mapping
Client Name→client_name✓
Case Type→case_type✓
Case Status→status✓
Case Value→settlement_value✓
Attorney→attorney✓
No imports yet for NEOS (Needles).
Law Ruler Popular Not Connected
POST API · Webhooks · AES-256 Key
Export from Law Ruler
⏱ ~5 minutes · No IT required
01
Go to Reports
In Law Ruler: Reports in the left sidebar. Admin or Manager access required.
02
Select Case Report
Choose Case Report for signed clients (or Lead Report for unsigned).
03
Configure Columns
Ensure: First Name, Last Name, Case Type, Status, Attorney, Date Created, Incident Date, Case Value, Phone, Email.
04
Filter & Export
Filter by Status = Active or Case Type → Export/Download icon → CSV.
05
Upload Here
Go to Import → Upload CSV tab → select Law Ruler. Columns auto-mapped.
Upload Your CSV
📂
Drop Law Ruler CSV here
or click to browse
Column Mapping
Client Name→client_name✓
Case Type→case_type✓
Case Status→status✓
Case Value→settlement_value✓
Attorney→attorney✓
No imports yet for Law Ruler.
Clio Popular Not Connected
OAuth 2.0 · REST API v4 · Real-time Webhooks
Export from Clio
⏱ ~5 minutes · No IT required
01
Go to Reports
In Clio: Dashboard → Reports in the left sidebar.
02
Matter Reports
Select Matter Report. Filter by Practice Area (PI, Mass Tort).
03
Choose Fields
Include: Client Name, Matter Status, Practice Area, Responsible Attorney, Open Date, Custom Fields (Incident Date, Settlement Value).
04
Export CSV
Top-right Export → CSV. Your browser downloads the file.
05
Upload Here
Go to Import → select Clio. We auto-map Clio columns.
Upload Your CSV
📂
Drop Clio CSV here
or click to browse
Column Mapping
Client Name→client_name✓
Case Type→case_type✓
Case Status→status✓
Case Value→settlement_value✓
Attorney→attorney✓
No imports yet for Clio.
MyCase Not Connected
REST API · OAuth 2.0 · Zapier Integration
Export from MyCase
⏱ ~5 minutes · No IT required
01
Cases List
In MyCase: Cases tab → All Cases.
02
Filter & Export
Use filters to select PI/Tort cases. Click Export (top right) → CSV.
03
Map Fields
MyCase exports: Case Name, Client, Status, Date Opened, Assigned To.
04
Upload Here
Go to Import → select MyCase. We handle the column mapping.
05
Verify
Check Import tab for confirmation and case count.
Upload Your CSV
📂
Drop MyCase CSV here
or click to browse
Column Mapping
Client Name→client_name✓
Case Type→case_type✓
Case Status→status✓
Case Value→settlement_value✓
Attorney→attorney✓
No imports yet for MyCase.
SmartAdvocate Not Connected
REST API · Custom Export · SQL Integration
Export from SmartAdvocate
⏱ ~5 minutes · No IT required
01
Custom Reports
SmartAdvocate: Reports tab → Custom Reports.
02
PI Case Query
Filter by Case Type = Personal Injury. Include: Client, Injury Type, Status, Incident Date, Settlement Amount, Insurer.
03
Export to CSV
File → Export to CSV.
04
Upload Here
Go to Import → select SmartAdvocate.
05
Verify
Check Import tab for case count and field mapping confirmation.
Upload Your CSV
📂
Drop SmartAdvocate CSV here
or click to browse
Column Mapping
Client Name→client_name✓
Case Type→case_type✓
Case Status→status✓
Case Value→settlement_value✓
Attorney→attorney✓
No imports yet for SmartAdvocate.
Coming Soon
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SmartAdvocate
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