AI Automation for CASEpeer

8 workflow automations purpose-built on top of CASEpeer — no data leaves your system, no parallel tool for your team to learn.

Roles using CASEpeer

Personal Injury Attorney
Personal Injury Attorney · Communication & Outreach

RFE & Notice Response Drafting

AI classifies the RFE, pulls the matter file from Litify, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Data Entry & Processing

Client Questionnaire Intake & Translation

AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Litify. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Trademark Docketing & Renewal

AI monitors deadlines across Litify and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Reporting & Analytics

Patent Prior Art Search

AI runs the search across USPTO, EPO, and Litify, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Estate Distribution & Beneficiary Tracking

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.

Personal Injury Attorney · Data Entry & Processing

Medical Records Retrieval & Chronology

AI requests records via HITECH, ingests them into Litify, 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 CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Demand Package Drafting

AI drafts the demand from the matter file in Litify, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Personal Injury Attorney · Operations & Workflow

Closing Checklist & Disclosure Packet

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 CASEpeer — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on CASEpeer?

We build custom AI workflows on top of CASEpeer for any repetitive process. Tell us what you'd automate.