CasePeer Personal Injury Law Software API
CasePeer cloud-native personal injury law practice management REST API for plaintiff PI firms with intake, case workflow, medical tracking, and settlement management. Enables AI agents to manage client intake and lead management for PI firm intake automation, handle case stage workflow and milestone tracking for PI production management, access medical provider and treatment tracking for medical documentation automation, retrieve insurance company and policy limit management for demand workflow automation, manage negotiation and settlement valuation tracking for resolution automation, handle lien and subrogation tracking for disbursement preparation, access document generation and template management for case communication automation, retrieve fee and cost tracking for contingency case financial management, manage staff assignment and case ownership for firm operations, and integrate CasePeer with legal research, medical records retrieval, and e-signature platforms for modern PI firm automation.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
PI case management. SOC2, HIPAA. API key/OAuth. US. Client PHI, medical, and settlement data.
⚡ Reliability
Best When
A small to mid-size plaintiff personal injury law firm wanting AI agents to automate client intake, case stage management, medical tracking, insurance workflow, and settlement management within CasePeer as a modern cloud-native PI case management platform.
Avoid When
MEDICARE LIEN RESOLUTION BEFORE SETTLEMENT DISBURSEMENT: Automated settlement disbursement for PI cases must resolve Medicare Secondary Payer conditional payment demands and Medicaid liens before client funds distribution; automated disbursement without lien clearance creates attorney liability under MSP Act. STATUTE OF LIMITATIONS DEADLINE ATTORNEY SUPERVISION: Automated SOL tracking in CasePeer must be supervised by the responsible attorney; automated calendar reminder alone without attorney review creates malpractice exposure for missed deadlines; implement attorney review confirmation gate for critical SOL dates. HIPAA AUTHORIZATION SCOPE FOR MEDICAL RECORD ACCESS: Automated medical record requests using CasePeer must use valid HIPAA authorization signed by client; automated medical record requests without valid authorization creates HIPAA violation; verify authorization currency and scope before automated medical record request.
Use Cases
- • Managing PI intake from lead conversion agents
- • Tracking case milestones from workflow agents
- • Documenting medical records from treatment agents
- • Calculating settlements from valuation agents
Not For
- • High-volume mass tort with complex lien management (use SmartAdvocate or Needles)
- • Defense and insurance defense firms
- • General transactional law
Interface
Authentication
CasePeer uses API key and OAuth authentication. REST API with JSON. San Diego, California HQ. Founded 2014. Private. Cloud-native PI case management targeting small to mid-size plaintiff firms. Modern UX with intake, medical tracking, and settlement workflow. Competes with Needles Neos, SmartAdvocate, and Filevine for plaintiff personal injury case management.
Pricing
San Diego CA. Private. Founded 2014. Cloud-native PI. Monthly per-user subscription. No long-term contract.
Agent Metadata
Known Gotchas
- ⚠ MEDICARE AND MEDICAID LIEN CLEARANCE BEFORE DISBURSEMENT: Automated settlement workflow must include MSP conditional payment resolution and Medicaid agency lien release before net settlement funds disbursement; automated disbursement checklist must include lien clearance confirmation before client payment authorization
- ⚠ HIPAA AUTHORIZATION VALIDITY CHECK BEFORE MEDICAL RECORDS: Automated medical record requests must verify HIPAA authorization is current, client-signed, and appropriately scoped to requested record type and date range; medical record requests without valid authorization creates HIPAA violation even in PI litigation context
- ⚠ CASE STAGE WORKFLOW GATE REVIEW: Automated case stage advancement in CasePeer (intake → investigation → demand → negotiation → settlement) may trigger downstream automated actions (demand letter generation, settlement authority request); validate stage gate business rules before automated advancement to prevent premature demand or settlement without attorney review
- ⚠ Webhook idempotency for case milestone events — CasePeer webhooks for case stage changes may deliver duplicate events on retry; automated downstream workflows triggered by case stage webhook (demand scheduling, file request) must implement idempotency to prevent duplicate actions on same case milestone
- ⚠ Medical treatment timeline gap detection — automated CasePeer medical tracking must detect gaps in treatment timeline that create insurance adjuster 'gap in treatment' defense; automated medical record reconciliation should flag treatment gaps for attorney review before demand package preparation
- ⚠ Intake lead deduplication before case creation — automated intake processing from multiple channels (web form, call center, referral) must deduplicate potential duplicate intakes for same client and incident; automated case creation without dedup creates duplicate matters for same client requiring manual merge
Alternatives
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Scores are editorial opinions as of 2026-03-07.