Integration

AI call notes, filed straight into CasePeer.

Astrid records and transcribes a client call, drafts the note in your firm's own format, and once an attorney approves it, files it to the case as a CasePeer case note, with every follow-up filed as a CasePeer case task. No paralegal copying it over by hand.

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Connect from Settings in a few minutes. Nothing to migrate, nothing to rip out of CasePeer.

What it does

Three things stop happening by hand

CasePeer was built specifically for personal injury practices. Astrid closes the gap between a call actually happening and that call showing up in the case.

Call notes become CasePeer case notes

Astrid transcribes the call and drafts a note in your firm's own format. Once an attorney approves it, it files to the case as a case note, with a link back to the recording and transcript.

Calls find their own case

Astrid matches a finished call to the right CasePeer case using the caller's phone number or the client's name. Anything ambiguous queues for a one-click confirmation instead of a guess.

Follow-ups file as real CasePeer case tasks

Firm and client action items caught during a call file as case tasks, assigned to the right caseworker, due dates included.

How it works

Connect once, from Settings

A firm administrator connects CasePeer from Settings with a one-time authorization. From there, every call moves through the same pipeline:

  • Cases can be searched for and linked directly from Astrid, live against CasePeer, never a local mirror
  • A finished call is matched automatically where possible, by phone number or client name
  • A licensed attorney reviews and approves the note before it goes anywhere
  • The case note and its tasks file into CasePeer automatically, within a minute or two
Alvarez v. Redland FreightNote approved
Case matched
By caller phone number
Approved by S. Alvarez
Attorney · Aug 6, 2026
Case note filed to CasePeer
Linked back to the recording and transcript
2 case tasks filed to CasePeer
MRI authorization, demand package timing
Frequently asked questions

Before you connect CasePeer

What is CasePeer?

A case management system built specifically for personal injury firms, covering intake, case tracking, and case tasks. It's widely used across the plaintiff bar, and most legal AI tools don't build for it specifically.

Does Astrid replace CasePeer?

No. Astrid captures and documents calls and files the result into CasePeer; it doesn't replace CasePeer's own case-tracking, document management, or billing.

Does an attorney have to approve a note before it's filed to CasePeer?

Yes, always. A draft note or recap doesn't become part of the record, and doesn't get filed anywhere, until a licensed attorney reviews and approves it.

What happens if a call can't be matched to a case automatically?

It's queued for a one-click confirmation instead of being filed to the wrong matter or silently dropped. Ambiguous calls don't get guessed at.

Is a firm's CasePeer data isolated from other firms using Astrid?

Yes. Every firm's calls, notes, matters, and client data are logically isolated by firm at the database layer, not just filtered in the interface.

See it file into your own CasePeer cases.

Bring a real call. Watch Astrid write the note, match the case, and file it, in your firm's own format.

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