8 workflow automations purpose-built on top of Best Case — no data leaves your system, no parallel tool for your team to learn.
AI tracks every asset and beneficiary in Best Case, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Best Case, 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 Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Best Case, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Best Case, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into Best Case, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Best Case, 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 Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running Best Case — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Best Case for any repetitive process. Tell us what you'd automate.
