# Client Intake & Conflict Screening for Bankruptcy Attorneys with PACER

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

- **Tool:** [PACER](https://calish.com/workflows/tool/pacer/)
- **Role:** [Bankruptcy Attorney](https://calish.com/workflows/for/bankruptcy-attorney/)
- **Specialty:** Consumer Bankruptcy
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-bankruptcy-attorney-with-pacer/

## 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 PACER

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

## PACER Integration Approach

1. **Audit your PACER configuration.** We map the specific PACER objects, custom fields, and workflows the automation needs to touch for your consumer bankruptcy practice.
2. **Build on the PACER API or agent.** Integration happens inside PACER — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in PACER with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Intake & Conflict Screening for Bankruptcy Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-bankruptcy-attorney/)
- 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.

## Other PACER Automations

- [Medical Records Retrieval & Chronology for Bankruptcy Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-bankruptcy-attorney-with-pacer/)
- [Demand Package Drafting for Bankruptcy Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-bankruptcy-attorney-with-pacer/)
- [Deposition Summary Generation for Bankruptcy Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-bankruptcy-attorney-with-pacer/)

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