Vetted Intake
Integrations/PI case management
CASEpeer

Vetted Intake + CASEpeer

For CASEpeer, we confirm API access, the case fields, and the status the intake should receive. Then we test the handoff before launch.

Vetted Intake → CASEpeer

What can be mapped

A new case with client contact details.

Injury type, incident date, and attorney-review flag.

Conflict-check result and intake summary.

Transcript and, when recording is enabled and permitted, audio as approved records.

CASEpeer → Vetted Intake

What can be used

Availability for consult booking.

Case and contact status.

Assignment and case-type routing.

How the integration works
1

Confirm access

We confirm the supported connection method and permissions with your firm.

2

Map your fields

We map intake to CASEpeer case and intake fields.

3

Test the delivery

The firm tests the approved case-delivery workflow before go-live.

Connection to confirm during scoping: CASEpeer API support, permissions, fields, and status sync.

Carry the intake into CASEpeer for attorney follow-up.

For CASEpeer, scoping confirms API access, case fields, permissions, and any required status behavior.

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