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SettleCase
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CRM Integrations
Connect your case management system — manually via CSV or automatically via API.
🔒
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 →
📁
Manual CSV
Export from your CRM → upload here. No IT required. Works today.
⚡
Automatic API
— click to switch all CRMs
Live sync between your CRM and SettleCase. Set once, runs forever.
FV
Filevine
Popular
Not Connected
REST API v2 · Webhooks · PAT Auth
📁 Manual CSV
⚡ Automatic API
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.
Connect Filevine via API
⏱ ~10-15 minutes
01
Go to API Credentials
Main Menu → Advanced → API Credentials. Admin access required.
02
Generate PAT
Account Manager → Personal Access Tokens → Create New. Name it "SettleCase". Copy immediately — not shown again.
03
Find Your Org ID
Visible in your Filevine URL: app.filevine.com/org/[ORG-ID]/...
04
Paste Below
Enter PAT and Org ID in the fields below. Click Test Connection.
05
Add Webhook (Optional)
API Credentials → Webhook Subscriptions → New. Endpoint = your SettleCase URL shown below. Events: Case Status Changed, Project Updated.
Upload Your CSV
📂
Drop Filevine CSV here
or click to browse
Select File
Import CSV →
Column Mapping
Client Name
→
client_name
✓
Case Type
→
case_type
✓
Case Status
→
status
✓
Case Value
→
settlement_value
✓
Attorney
→
attorney
✓
No imports yet for Filevine.
API Credentials
Personal Access Token (PAT)
Organization ID
Sync Frequency
Real-time (Webhook)
Every Hour
Every Day
✓ Connected to Filevine
Disconnect
—
Cases Synced
Never
Last Sync
🔄 Sync Now
Test Connection →
SettleCase Webhook URL
https://settlecase.ai/webhooks/filevine/[FIRM-ID]
Copy
↗ View Filevine Developer Docs
NS
NEOS (Needles)
Not Connected
Open API · Zapier · CSV Export
📁 Manual CSV
⚡ Automatic API
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.
Connect NEOS (Needles) via API
⏱ ~30 min + Assembly approval
01
Request API Access
NEOS API is not self-serve. Contact Assembly Software (assemblysoftware.com/customer-support) requesting "API credentials for SettleCase integration." Allow 1–3 business days.
02
Option A — Direct API
Once Assembly provides credentials (Base URL + API Key), paste them below. We pull your full settled case history automatically.
03
Option B — Zapier (Faster)
Already on Zapier? Create a Zap: Trigger = NEOS case status change → Action = Webhooks by Zapier → POST to your SettleCase Zapier URL below.
04
Map Fields in Zapier
Map NEOS fields: file_number (for dedup), case_type, case_status, attorney, incident_date, settlement_value, insurance_company, state.
05
Test Connection
Create a test case in NEOS or trigger a status change → click Test Connection below.
Upload Your CSV
📂
Drop NEOS (Needles) CSV here
or click to browse
Select File
Import CSV →
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).
API Credentials
NEOS API Base URL
API Key (from Assembly Software)
Connection Method
Direct API
Zapier Webhook
✓ Connected to NEOS (Needles)
Disconnect
—
Cases Synced
Never
Last Sync
🔄 Sync Now
Test Connection →
SettleCase Webhook URL
https://settlecase.ai/webhooks/neos/[FIRM-ID]
Copy
Zapier Webhook URL
https://settlecase.ai/zapier/neos/[FIRM-ID]
Copy
↗ View NEOS (Needles) Developer Docs
LR
Law Ruler
Popular
Not Connected
POST API · Webhooks · AES-256 Key
📁 Manual CSV
⚡ Automatic API
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.
Connect Law Ruler via API
⏱ ~10-15 minutes
01
Find Your API Credentials
In Law Ruler: Setup → 3rd Party Integrations. Copy your Endpoint URL and Secret API Key (AES-256).
02
Register SettleCase
Same page → Add Vendor → name "SettleCase" → paste the SettleCase webhook URL below.
03
Paste Credentials Below
Enter Endpoint URL and Secret API Key in the fields below → Test Connection.
04
Configure Outbound Webhook
Setup → Webhook Settings → New Webhook. Name = SettleCase, Type = POST, Endpoint = SettleCase webhook URL. Trigger: Lead/Case Status Change.
05
Map Fields
In the webhook mapper: FirstName, LastName, CaseType, LeadStatus, AssignedAttorney, IncidentDate, CaseValue, CellPhone, Email1.
Upload Your CSV
📂
Drop Law Ruler CSV here
or click to browse
Select File
Import CSV →
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.
API Credentials
Law Ruler Endpoint URL
Secret API Key
Sync Direction
Bidirectional (Recommended)
Inbound Only
Outbound Only
✓ Connected to Law Ruler
Disconnect
—
Cases Synced
Never
Last Sync
🔄 Sync Now
Test Connection →
SettleCase Webhook URL
https://settlecase.ai/webhooks/lawruler/[FIRM-ID]
Copy
↗ View Law Ruler Developer Docs
CL
Clio
Popular
Not Connected
OAuth 2.0 · REST API v4 · Real-time Webhooks
📁 Manual CSV
⚡ Automatic API
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.
Connect Clio via API
⏱ ~10-15 minutes
01
Go to Clio Apps
In Clio: Settings → App Directory → search "SettleCase" OR go to app.clio.com/settings/developer_apps.
02
Authorize App
Click Connect on SettleCase. You will be redirected to authorize read access to Matters, Contacts, and Billing.
03
Return to SettleCase
After authorization you will land back here with status "Connected".
04
Configure Sync
Choose which practice areas to sync and how often. Real-time webhook keeps data live.
05
Verify
Your Clio matters will appear in Demand Queue within 60 seconds.
Upload Your CSV
📂
Drop Clio CSV here
or click to browse
Select File
Import CSV →
Column Mapping
Client Name
→
client_name
✓
Case Type
→
case_type
✓
Case Status
→
status
✓
Case Value
→
settlement_value
✓
Attorney
→
attorney
✓
No imports yet for Clio.
API Credentials
Authorization
Not connected
Connect with Clio →
Practice Areas to Sync
All Practice Areas
Personal Injury Only
PI + Mass Tort
Custom...
Sync Frequency
Real-time (Webhook)
Every Hour
Every 6 Hours
Daily
✓ OAuth authorized — select practice areas and sync frequency above, then save.
✓ Connected to Clio
Disconnect
—
Cases Synced
Never
Last Sync
🔄 Sync Now
Test Connection →
SettleCase Webhook URL
https://settlecase.ai/webhooks/clio/[FIRM-ID]
Copy
↗ View Clio Developer Docs
MC
MyCase
Not Connected
REST API · OAuth 2.0 · Zapier Integration
📁 Manual CSV
⚡ Automatic API
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.
Connect MyCase via API
⏱ ~10-15 minutes
01
Request API Credentials
MyCase API requires activation. Email support@mycase.com requesting API access for SettleCase integration.
02
Get Your API Key
Once approved: Settings → Integrations → API Access → Generate Key.
03
Find Your Account ID
Visible in your MyCase URL: app.mycase.com/accounts/[ACCOUNT-ID]/...
04
Enter Below
Paste your API key and Account ID in the fields below. Hit Test Connection.
05
Configure Sync
Choose case types and sync interval. Webhook option available after connection verified.
Upload Your CSV
📂
Drop MyCase CSV here
or click to browse
Select File
Import CSV →
Column Mapping
Client Name
→
client_name
✓
Case Type
→
case_type
✓
Case Status
→
status
✓
Case Value
→
settlement_value
✓
Attorney
→
attorney
✓
No imports yet for MyCase.
API Credentials
MyCase API Key
Account ID
Sync Frequency
Every Hour
Every 6 Hours
Daily
Manual Only
✓ Connected to MyCase
Disconnect
—
Cases Synced
Never
Last Sync
🔄 Sync Now
Test Connection →
SettleCase Webhook URL
https://settlecase.ai/webhooks/mycase/[FIRM-ID]
Copy
↗ View MyCase Developer Docs
SA
SmartAdvocate
Not Connected
REST API · Custom Export · SQL Integration
📁 Manual CSV
⚡ Automatic API
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.
Connect SmartAdvocate via API
⏱ ~10-15 minutes
01
Enable API Access
SmartAdvocate Settings → System Settings → API Configuration → Enable REST API. Admin required.
02
Create API User
Settings → Users → New → Role: API User. Note the auto-generated API key.
03
Get Your Server URL
Your SmartAdvocate URL: https://yourfirm.smartadvocate.com/api
04
Enter Below
Paste API key and server URL below. Click Test Connection.
05
Webhook Setup
After connection: Settings → Webhooks → New → Endpoint: paste SettleCase webhook URL below. Event: Case Updated.
Upload Your CSV
📂
Drop SmartAdvocate CSV here
or click to browse
Select File
Import CSV →
Column Mapping
Client Name
→
client_name
✓
Case Type
→
case_type
✓
Case Status
→
status
✓
Case Value
→
settlement_value
✓
Attorney
→
attorney
✓
No imports yet for SmartAdvocate.
API Credentials
SmartAdvocate API Key
SmartAdvocate Server URL
Sync Frequency
Real-time (Webhook)
Every Hour
Daily
✓ Connected to SmartAdvocate
Disconnect
—
Cases Synced
Never
Last Sync
🔄 Sync Now
Test Connection →
SettleCase Webhook URL
https://settlecase.ai/webhooks/smartadvocate/[FIRM-ID]
Copy
↗ View SmartAdvocate Developer Docs
Coming Soon
Clio
MyCase
SmartAdvocate
Litify
LeadDocket
CloudLex
+ Request a CRM