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Finch

Learn how the Finch integration provides flat-fee, pre-litigation staffing support directly within your CasePeer account.

How Finch Integrates with CasePeer

Finch acts as a flat-fee extension of your firm's staff, specifically designed to handle pre-litigation work for personal injury cases. By leveraging bilingual paralegals and case managers backed by AI agents, Finch helps law firms increase their caseload without needing to expand their internal administrative team.

What Finch Does

Finch manages essential pre-litigation tasks from the initial intake through to the demand package. It operates directly within your existing CasePeer account, using your firm's own email addresses to maintain consistent client communication.

Key capabilities include:

  • Intake & Lead Management: Qualifies and signs new leads, effectively capturing potential business.

  • Case Administration: Opens claims and handles routine administrative tasks.

  • Records Retrieval: Proactively chases medical records and bills, significantly accelerating the process.

  • Demand Packages: Drafts comprehensive demand packages with an average 48-hour turnaround and includes unlimited revisions.

How the Integration Works

Finch integrates directly into your CasePeer workflow, functioning as a seamless extension of your team. Unlike manual solutions that require attorneys to initiate every action, Finch provides active support within your environment:

  • Document Management: Completed documents are automatically pushed into the matter record in CasePeer, complete with a duplicate check to ensure data integrity.

  • Direct Data Entry: Finch staff enter claim details, adjuster information, treatment updates, and case notes directly into CasePeer.

  • Future Functionality: Please note that features such as a two-way sync for notes and tasks, and a direct case-launch action from CasePeer, are currently in development.

By handling these time-intensive tasks, Finch allows your team to focus on litigation and high-level strategy, rather than the administrative burdens of the pre-litigation lifecycle.

Getting Started

Since Finch functions as an extension of your staff rather than a third-party software plugin, onboarding involves coordination with their team to grant them access to your CasePeer environment.

For specific setup questions or to initiate the process, you should contact their support team directly:

Note: Features like a two-way sync for notes and tasks and a direct case-launch action from CasePeer are currently in development and not yet live.

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