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Connect Your Case Management Software for One-Click Case Submission
If your firm uses case management software like Clio, Litify, Filevine, or others, we can connect Coastal Research directly to your system. This allows completed policy limit results and invoices to be automatically delivered into the correct matter, saving your team time, reducing email clutter, and ensuring faster access to what you need. To begin, please provide your API credentials or developer access so our system can securely send your documents into your platform. No portals, no uploading, just seamless delivery.
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