Client Intake & Conflict Screening for Mass Tort Paralegals with Case Anywhere
Run client intake & conflict screening on autopilot inside Case Anywhere.
The Problem
Every new Mass Tort & Class Action lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Case Anywhere
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 Case Anywhere — uses the native API or agent integration so nothing leaves the system of record.
Case Anywhere Integration Approach
Audit your Case Anywhere configuration
We map the specific Case Anywhere objects, custom fields, and workflows the automation needs to touch for your mass tort & class action practice.
Build on the Case Anywhere API or agent
Integration happens inside Case Anywhere — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Case Anywhere with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this client intake & conflict screening automation work natively in Case Anywhere?+
Yes — we build directly on Case Anywhere's API or agent integration. Your data stays in Case Anywhere, your mass tort paralegals keep the same login and UI, and there's no parallel system for the team to learn.
What Case Anywhere configuration do we need before deployment?+
We work with your existing Case Anywhere setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for mass tort & class action teams.
Can Case Anywhere handle client intake & conflict screening on its own?+
Case Anywhere handles configuration; AI handles judgment. Native Case Anywhere workflows route deterministic tasks; our automation layer adds the AI judgment Case Anywhere doesn't ship out of the box — document classification, exception triage, drafting.
Is Case Anywhere the right tool for client intake & conflict screening for mass tort paralegals?+
Case Anywhere is widely used among mass tort & class action teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on Case Anywhere for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in Case Anywhere?+
For mass tort & class action firms running Case Anywhere, automation typically pays back inside the first quarter — measured against the loaded cost of the mass tort paralegal hours absorbed. Higher volumes deploy faster.
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See this running in your Case Anywhere instance
30-minute call. We'll look at your actual Case Anywhere setup and show exactly how this workflow fits.