Legal Receptionist that streamlines your intake in CasePeer

Manage your intake more efficiently with Reflekt Legal and CasePeer with confidence

Reflekt Legal + CasePeer

CasePeer Integration Details

Reflekt Legal integrates directly with CasePeer so qualified leads, case details, and client information flow into your workspace automatically.

Your intake team no longer needs to re-enter data or chase down missing information. Every conversation your AI Legal Receptionist handles is logged, structured, and pushed into CasePeer in real time.

Key Features

How Legal Receptionist works with CasePeer

Some of the actions that our AI legal receptionist can do in CasePeer.

Create New Contacts

Your AI Legal Receptionist can create new contacts in CasePeer and categorize them based on their conversation, case type, and intake responses.

Update Existing Contact Info

Your AI Legal Receptionist can update contact details in CasePeer in real time, without any manual effort.

Create Cases

Your AI Legal Receptionist can create new CasePeer cases automatically from qualified intake conversations with all relevant fields populated.

Upload Documents

Your AI Legal Receptionist can attach intake transcripts, signed forms, and supporting documents directly to the client record in CasePeer.

Update Statuses

Your AI Legal Receptionist can update lead and case statuses based on conversation outcomes, keeping your pipeline current without manual intervention.

Look Up Cases

Your AI Legal Receptionist can search existing cases in CasePeer during conversations, pulling relevant history to provide context-aware responses.

Tailored to your own operations

Your AI receptionist runs intake operations directly from within your CRM & CMS. No extra tools to manage, no duplicate workflows. Everything stays in CasePeer where your team already works.

Get Started with AI Intake in CasePeer

Go live in days, not months. Here is how simple the process is.

Jump on a call with our team

We analyze your CasePeer set up and workflows

In 1–2 days your AI is trained on your CasePeer

You can test internally

Turn the AI on and let your Intake operations take off

Want an AI Legal Receptionist that works with CasePeer?

Schedule a Call