
Kasisto

CASEpeer
Transfer contacts, companies, activities, and more from Kasisto to CASEpeer. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Kasisto to CASEpeer migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path

The trusted agentic AI platform for financial services
Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.
Banking-specific AI trained on financial domain

Personal injury law case management
Cloud-based case management software specialized for personal injury law firms. Features high-volume intake management, settlement tracking, lien reductions, and automated document management designed specifically for PI attorneys.
Specialized for personal injury law workflows

"Personal injury law case management"
Cloud-based case management software specialized for personal injury law firms. Features high-volume intake management, settlement tracking, lien reductions, and automated document management designed specifically for PI attorneys.
Ideal for: Personal injury law firms seeking specialized case management with settlement tracking and high-volume intake capabilities.
Specialized for personal injury law workflows
Settlement calculator and demand tracker
Intake management and campaign tracking
Litigation event planning with calendar sync
Learn more at
casepeer.com
See exactly which data objects transfer from Kasisto to CASEpeer


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Kasisto to CASEpeer.
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