CASEpeer Inbound Intake to Open Case
Built for Law Firm Intake Teams.
Parse signed retainers and intake forms, open the case in CASEpeer, file documents, and schedule the first follow-up, reducing manual intake for personal injury firms.
The manual work this replaces
Intake staff re-key client and incident details from signed retainers into CASEpeer, file the documents by hand, and manually schedule the first contact.
How the automation runs
This process opens a new case in CASEpeer from a signed retainer. It extracts client and incident details from the signed Docusign envelope, opens the matching case in CASEpeer with the right case type and assigned attorney, files the retainer and intake forms to Google Drive under the case folder, and creates the standard first follow-up task on the assigned paralegal's calendar.
What changes after Caddi
Turns a signed retainer into a fully opened CASEpeer case with documents filed and the first follow-up on the calendar, without manual data entry.
Want CASEpeer Inbound Intake to Open Case automated at your firm?
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