Status calls off the legal teamClients reach a live, reassuring voice instead of voicemail, and the conversation is logged to the case for your team to act on, not an interruption mid-deposition.
Intake with accident basicsNew leads are screened per your firm's script (date of loss, how it happened, treatment so far) and land in CASEpeer ready for your sign-up decision.
The case file stays currentClient calls, provider calls, and messages are filed to the case they belong to, so the file reflects every conversation, not just the ones your staff caught.
Treatment Updates, Filed To The Case
ABBY PORTAL · CALL SUMMARY
ANSWERED BY ABBY · 10:12 AMMarisol Vega
(562) 555-0183 · 4 min · Existing client
Finished physical therapy last week and asked what happens next on her case; reassured, callback promised from her case manager.
Status callRelayed to case manager
CASEPEER · CASE ACTIVITY
CaseVega v. Hartline · Auto
EntryPhone call · logged by Abby · 10:16 AM
SummaryClient completed PT; asked about next steps
AssignedR. Delgado · Case Manager
StageTreating → Demand Prep
A personal-injury caseload keeps the phone ringing: clients between appointments, providers confirming schedules, records offices with questions. Abby answers each one in your firm's name and files the conversation to the right case in CASEpeer.
Your case managers open a case and see the calls alongside everything else: who called, what they needed, what was promised. No message slips, no "did anyone talk to her this week?"
Accident Basics On The First Call
When a new lead calls after a crash, Abby follows your intake script: date of loss, how the accident happened, injuries in the caller's own words, treatment so far, referral source. The answers arrive in CASEpeer as structured intake, ready for your sign-up decision, not scribbled on a message pad.
Callers hear your firm, not a call center. US-based receptionists answer 24/7, urgent calls route per your instructions, and every conversation is handled with the discretion an injured caller deserves.
One PI Phone Day, Case By Case
9:05 AM
A treating client calls for a status update. Abby answers in the firm's name, reassures her, and logs the conversation to her case with a callback promised from her case manager.
10:40 AM
An imaging center calls to confirm a client's appointment. The detail is filed to the right case; the treatment timeline stays current without a paralegal touching the phone.
12:15 PM
A new lead calls after a rear-end collision. Abby follows your intake script: date of loss, what happened, injuries in the caller's words, treatment so far, referral source.
3:30 PM
An insurance adjuster asks for a callback. Abby takes the message, notes the case, and routes it per your instructions, no ambush calls to your attorneys.
8:52 PM
An after-hours caller reaches a live receptionist instead of voicemail. By morning, the intake is in CASEpeer waiting for your review.
While The Case Builds
Treating-client check-insClients in treatment call often. Every check-in is answered warmly and logged to the case, so case managers see the pattern without fielding each call.
Medical-provider callsPT clinics, imaging centers, and records departments reach a live receptionist; confirmations and messages are filed to the case they belong to.
New-lead intake, 24/7Accidents don't keep office hours. Leads are screened per your script any hour of the day and arrive in CASEpeer with accident basics attached.
Litigation-day coverageDepositions, mediations, trial: your team goes dark and the phones don't. Everything waits in CASEpeer, logged and routed per your instructions.
How It Works
1Onboarding connects CASEpeer and sets your intake script, case-matching rules, and urgent-routing instructions.
2Abby answers in your firm's name (clients, providers, new leads) and captures what each call needs.
3Conversations land in CASEpeer: notes on the case for clients and providers, structured intake for new leads.
FAQs
Does Abby's virtual receptionist integrate with CASEpeer?
Yes, both Abby's US-based receptionists and the AI receptionist option log calls to CASEpeer, so status calls, provider calls, and new leads all reach the case file.
What shows up in CASEpeer after a call?
Caller, time, duration, a summary of the conversation, and the outcome, filed to the case for existing clients, or captured as intake for new leads.
Can Abby handle new-lead intake for a personal-injury firm?
That's the core of it. Your intake script (date of loss, accident basics, treatment, referral source) is asked on every lead call, 24/7, and the answers land in CASEpeer for your review.
Which answering service works with CASEpeer?
Abby is built for it: a CASEpeer answering service means every client and provider call is answered live and logged to the case, without pulling your staff off their work.
Do provider and adjuster calls get logged too?
Yes. Medical providers, records offices, and adjusters reach a live receptionist; messages are filed to the right case and urgent ones route per your instructions.
Use a tool we haven’t listed?
We build missing integrations for new customers during onboarding, free. Tell us what you run on and we’ll connect it.
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