Practice Management Systems · Listed — scope confirmed during implementation · Updated 2026-07-20
ClaireAI × CASEpeer
A CASEpeer review should begin with the firm's PI intake stages, case-grading process, and the partner-access route available to that account.
What is the ClaireAI × CASEpeer integration?
CASEpeer is built around personal-injury operations, so an intake handoff needs to respect the firm's established case-grade, treatment, and referral process. ClaireAI's implementation review identifies the appropriate destination for a new inquiry, the firm-owned fields that may be used, and any partner or API access requirements. CASEpeer publishes an integrations directory and describes API access as a plan-level capability; ClaireAI does not infer that availability from a listing. Before launch, the firm and vendor confirm the path, test a labelled scenario, and decide how a staff member reviews any intake that cannot be delivered through the approved route.
Integration availability, setup, data flow, and implementation scope are confirmed with your firm during the sales and implementation process. Implementation work varies by firm.
Implementation review
What needs to be confirmed for CASEpeer?
Evaluation path
How does ClaireAI evaluate a CASEpeer workflow?
01
Respect the PI intake process
The firm defines which conversation outcomes are merely inquiries and which merit a CASEpeer handoff. ClaireAI does not make that legal or business decision on its own.
02
Confirm the connection path
CASEpeer availability, account access, and partner requirements are checked before mapping begins rather than presumed from a public directory.
03
Test the firm's review loop
A labelled intake verifies the chosen destination and shows the assigned staff member exactly what to do when a delivery needs review.
Setup
How does CASEpeer implementation start?
The implementation review confirms the vendor path, firm-approved data, and a controlled test before launch.
- 01
Review the firm's CASEpeer intake, case-grade, and escalation process.
- 02
Confirm the available connection path and the approved destination fields.
- 03
Test a labelled scenario with the staff owner before enabling live use.
FAQ
CASEpeer integration questions, answered.
Does CASEpeer's integrations directory make ClaireAI a listed partner?
No. A vendor directory and a ClaireAI directory are separate. Partnership and access are confirmed with CASEpeer and the firm.
Can ClaireAI decide a case grade?
The firm's approved intake process governs. Any use of case grading is reviewed and approved during implementation.
What happens if the connection is not available?
The firm agrees on a staff-owned fallback before launch; ClaireAI does not silently substitute an unapproved destination.
Related integrations
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