# Client Intake & Conflict Screening for Personal Injury Attorneys with CASEpeer

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

- **Tool:** [CASEpeer](https://calish.com/workflows/tool/casepeer/)
- **Role:** [Personal Injury Attorney](https://calish.com/workflows/for/personal-injury-attorney/)
- **Specialty:** Plaintiff PI
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-personal-injury-attorney-with-casepeer/

## The Problem

Every new Plaintiff PI 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 CASEpeer

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

## CASEpeer Integration Approach

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

## About This Workflow

- [Client Intake & Conflict Screening for Personal Injury Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-personal-injury-attorney/)
- 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 CASEpeer Automations

- [Medical Records Retrieval & Chronology for Personal Injury Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-personal-injury-attorney-with-casepeer/)
- [Demand Package Drafting for Personal Injury Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-personal-injury-attorney-with-casepeer/)
- [Visa Petition Package Assembly for Personal Injury Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-personal-injury-attorney-with-casepeer/)
- [RFE & Notice Response Drafting for Personal Injury Attorneys](https://calish.com/workflows/with/rfe-and-notice-response-drafting-for-personal-injury-attorney-with-casepeer/)
- [Client Questionnaire Intake & Translation for Personal Injury Attorneys](https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-personal-injury-attorney-with-casepeer/)
- [Trademark Docketing & Renewal for Personal Injury Attorneys](https://calish.com/workflows/with/trademark-docketing-and-renewal-for-personal-injury-attorney-with-casepeer/)
- [Patent Prior Art Search for Personal Injury Attorneys](https://calish.com/workflows/with/patent-prior-art-search-for-personal-injury-attorney-with-casepeer/)

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