Client Intake & Conflict Screening for Personal Injury Attorneys with CASEpeer
Run client intake & conflict screening on autopilot inside CASEpeer.
The Problem
Every new Plaintiff PI 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 CASEpeer
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.
CASEpeer Integration Approach
Audit your CASEpeer configuration
We map the specific CASEpeer objects, custom fields, and workflows the automation needs to touch for your plaintiff pi practice.
Build on the CASEpeer API or agent
Integration happens inside CASEpeer — 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 CASEpeer 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 CASEpeer?+
Yes — we build directly on CASEpeer's API or agent integration. Your data stays in CASEpeer, your personal injury attorneys keep the same login and UI, and there's no parallel system for the team to learn.
What CASEpeer configuration do we need before deployment?+
We work with your existing CASEpeer setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for plaintiff pi teams.
Can CASEpeer handle client intake & conflict screening on its own?+
CASEpeer handles configuration; AI handles judgment. Native CASEpeer workflows route deterministic tasks; our automation layer adds the AI judgment CASEpeer doesn't ship out of the box — document classification, exception triage, drafting.
Is CASEpeer the right tool for client intake & conflict screening for personal injury attorneys?+
CASEpeer is widely used among plaintiff pi teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on CASEpeer for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in CASEpeer?+
For plaintiff pi firms running CASEpeer, automation typically pays back inside the first quarter — measured against the loaded cost of the personal injury attorney hours absorbed. Higher volumes deploy faster.
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See this running in your CASEpeer instance
30-minute call. We'll look at your actual CASEpeer setup and show exactly how this workflow fits.