8 workflow automations purpose-built on top of Best Case — no data leaves your system, no parallel tool for your team to learn.
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 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 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.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Best Case, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from Best Case, and produces a cite-checked first draft of the brief — associate refines, 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 redlines against the firm's playbook in Best Case, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Best Case — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in Best Case on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. 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.
