Managing a personal injury practice is demanding enough without the extra headache of tracking, sorting, and filing a mountain of documents. For many personal injury firms, manual document handling is a time drain and even a risk that can lead to misplaced files, delays, and unnecessary stress.
That’s exactly why CASEpeer has teamed up with Foundation AI to help personal injury firms work smarter, not harder. With this powerful integration, your firm can automate document workflows, reduce errors, and free up your team to focus on more impactful tasks like winning cases and serving clients.
What Is Foundation AI?
Foundation AI is a document automation platform built specifically for law firms. It captures, classifies, names, and files inbound documents from any source—email, fax, portal, or scanner—so your team no longer has to.
With the Foundation AI and CASEpeer integration, your document workflows get a seamless upgrade. Foundation AI pulls matter data directly from CASEpeer to ensure every document is correctly matched, named, and routed—reducing manual work. Team members are notified instantly, so nothing gets missed.
This integration is available to CASEpeer customers on Pro and Advanced plans.
Top Benefits of the Foundation AI and CASEpeer Integration
The integration is designed to eliminate document chaos and help personal injury firms streamline high-volume document workflows. Here’s how it helps your team work more efficiently:
1. Automate Document Processing
Manually renaming, sorting, and filing documents eats up valuable staff time. Foundation AI automatically captures, classifies, and routes every document, ensuring it’s quickly filed to the right case in CASEpeer.
2. Reduce Errors and Risk
Misfiled documents can derail cases and put your firm at risk. Syncing directly with CASEpeer, Foundation AI uses your matter data to ensure every document is matched accurately, saving you valuable time.
3. Scale Without Adding Staff
For document-heavy practice areas like Personal Injury, Workers’ Comp, SSDI, and VA Disability, this integration helps your team handle growing caseloads efficiently, without increasing headcount. As your firm takes on more cases, Foundation AI automatically processes, sorts, and files documents in the background, helping your team keep up without added administrative strain.
4. Improve Team Communication
With real-time alerts pushed directly to CASEpeer via tasks, notes, and emails, your team stays in sync and up to date on every document as it comes in. Whether it’s a new medical record, a settlement offer, or a critical case correspondence, the right team members are instantly notified. This keeps everyone aligned, reduces bottlenecks, and ensures your cases keep moving forward without delay.
How the Integration Works
The Foundation AI and CASEpeer integration seamlessly connects your document intake process with your case management system, creating a fully automated workflow from start to finish. Here’s how it all comes together:
Data Sync: CASEpeer matter data is continuously pulled into Foundation AI to keep document matching accurate and current. This one-way sync ensures the integration is always aligned with your active cases.
Automated Document Processing: Foundation AI captures incoming documents from email, fax, scanners, and portals. It automatically applies your firm’s naming conventions, categorizes the documents, and files them to the correct matter in CASEpeer.
Real-Time Notifications: Once a document is filed, the right team members are notified immediately via tasks, notes, or emails in CASEpeer. This keeps everyone on the same page and allows your team to prioritize the next steps quickly.
Work Smarter With CASEpeer and Foundation AI
The Foundation AI and CASEpeer integration helps your firm build faster, more efficient document workflows that keep your cases moving. It takes the busywork off your team’s plate by automating document intake, filing, and real-time notifications so nothing slips through the cracks. You’ll save time, reduce risk, and create a smoother process that helps your team push cases forward with confidence.
New to CASEpeer? Book a demo today to see firsthand how the integration can help your firm.
Already a CASEpeer customer? Learn more about the Foundation AI integration.
About the author
M.E. HammondSenior Content StrategistAffiniPay