How Astrid files every call straight into CasePeer

Why CasePeer specifically

CasePeer was built for personal injury practices, not general legal work, and it shows in the product: case tracking, tasks assigned to specific staff, and workflows built around the shape of a PI case rather than a generic matter. That specialization is exactly why so few outside tools bother integrating with it: it's a smaller, more concentrated market than "every lawyer," which is also exactly why it matters to the firms that actually run on it.

It's a pattern across the whole legal-AI market, not just CasePeer. Our own comparison of AI notetakers for plaintiff firms found that most competitors build their integration list around whatever makes a features page look broadest, not around the specific systems a personal injury firm actually runs day to day. CasePeer, despite real adoption across the plaintiff bar, doesn't show up in a single one of them.

What a plaintiff firm's calls actually look like once they're in CasePeer

A typical case generates twenty to forty calls before it resolves: intake, treatment check-ins, a call about a lien, a call to walk through a settlement offer. Each of those, once captured, becomes a case note in CasePeer with the same structure the firm already uses, tied to the right case, dated, and attributed to the attorney who approved it. A follow-up item from that call, like requesting a medical record or an authorization, becomes a CasePeer case task, assigned the same way a person would assign it manually, without a staff member sitting down to write either one up after the fact.

How the connection works

A firm administrator connects CasePeer from Settings, the same way they'd connect Clio, Smokeball, or MyCase. From there:

• Matters can be searched for and linked directly from Astrid, so a call gets tied to the right CasePeer case rather than living as an orphaned recording.
• Calls get matched automatically where possible, using the caller's phone number and the case's contact information; anything ambiguous queues for a one-click human confirmation instead of a guess.
• An approved note files to the matter, written in the firm's own format, without a paralegal copying it over by hand.
• Follow-up tasks file as case tasks, assigned the same way a person would assign them inside CasePeer itself.

What stays a human decision

Nothing files anywhere automatically before a licensed attorney approves it. A draft note or recap is not the firm's record and does not reach the client or the case file until that approval happens, and the approval itself is recorded permanently: who approved it, their seat role at the time, and when. The point of the integration is to remove the retyping, not the review.

What this doesn't do

Astrid doesn't replace CasePeer. It doesn't manage documents, billing, or the rest of a case's lifecycle inside CasePeer, and it isn't a general case management system on its own. It's the capture and documentation layer that feeds into the system your firm already runs. If your firm runs Clio, Smokeball, or MyCase instead, the connection works the same way, see our Clio, Smokeball, or MyCase guides. For the economics of why this matters more for a contingency-fee firm than an hourly one, see the real cost of a missed intake call.

Frequently asked questions