Estate Distribution & Beneficiary Tracking for Personal Injury Attorneys with CASEpeer
The Problem
Probate and trust administration for Plaintiff PI matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in CASEpeer
AI tracks every asset and beneficiary in Litify, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. 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.
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.