# Client Intake & Conflict Screening for Mass Tort Paralegals with Case Anywhere

> AI runs the conflict check against Litify, 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 Case Anywhere — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Case Anywhere](https://calish.com/workflows/tool/case-anywhere/)
- **Role:** [Mass Tort Paralegal](https://calish.com/workflows/for/mass-tort-paralegal/)
- **Specialty:** Mass Tort & Class Action
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-mass-tort-paralegal-with-case-anywhere/

## The Problem

Every new Mass Tort & Class Action 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 Case Anywhere

AI runs the conflict check against Litify, 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 Case Anywhere — uses the native API or agent integration so nothing leaves the system of record.

## Case Anywhere Integration Approach

1. **Audit your Case Anywhere configuration.** We map the specific Case Anywhere objects, custom fields, and workflows the automation needs to touch for your mass tort & class action practice.
2. **Build on the Case Anywhere API or agent.** Integration happens inside Case Anywhere — 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 Case Anywhere with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Intake & Conflict Screening for Mass Tort Paralegals](https://calish.com/workflows/client-intake-and-conflict-screening-for-mass-tort-paralegal/)
- AI runs the conflict check against Litify, 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 Case Anywhere Automations

- [Patent Prior Art Search for Mass Tort Paralegals](https://calish.com/workflows/with/patent-prior-art-search-for-mass-tort-paralegal-with-case-anywhere/)
- [Medical Records Retrieval & Chronology for Mass Tort Paralegals](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-mass-tort-paralegal-with-case-anywhere/)
- [Demand Package Drafting for Mass Tort Paralegals](https://calish.com/workflows/with/demand-package-drafting-for-mass-tort-paralegal-with-case-anywhere/)

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