Client Intake & Conflict Screening for Bankruptcy Attorneys with Best Case
The Problem
Every new Consumer Bankruptcy 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 Best Case
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.
Best Case Integration Approach
Audit your Best Case configuration
We map the specific Best Case objects, custom fields, and workflows the automation needs to touch for your consumer bankruptcy practice.
Build on the Best Case API or agent
Integration happens inside Best Case — 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 Best Case with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Best Case instance
30-minute call. We'll look at your actual Best Case setup and show exactly how this workflow fits.