AI Automation for CASEpeer

8 workflow automations purpose-built on top of CASEpeer — no data leaves your system, no parallel tool for your team to learn.

Roles using CASEpeer

Personal Injury Attorney
Personal Injury Attorney · Data Entry & Processing

Medical Records Retrieval & Chronology

AI requests records via HITECH, ingests them into Litify, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Demand Package Drafting

AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Client Intake & Conflict Screening

AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Data Entry & Processing

Visa Petition Package Assembly

AI ingests the beneficiary's evidence into Litify, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Communication & Outreach

RFE & Notice Response Drafting

AI classifies the RFE, pulls the matter file from Litify, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Data Entry & Processing

Client Questionnaire Intake & Translation

AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Litify. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Trademark Docketing & Renewal

AI monitors deadlines across Litify and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Reporting & Analytics

Patent Prior Art Search

AI runs the search across USPTO, EPO, and Litify, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on CASEpeer?

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