By integrating Casegen.ai with 8 AM, your firm can create a fully automated intake system, reduce administrative workload, and ensure timely and accurate communication with clients. Set up the integration today and start streamlining your firm’s operations!
Get started today, connect Casegen.ai and 8 AM to experience seamless automation in your legal practice.
Managing repetitive communications and task assignments can overwhelm even seasoned law firms. The Casegen.ai + 8 AM integration solves this by linking AI‑driven intake to workflow automation, creating a self‑running system that handles reminders, task creation, and team alerts for you.
This integration is supported and maintained by Casegen.ai.
How Casegen.ai and 8 AM Work Together
When Casegen.ai captures client data through chat, call, or form, 8 AM automatically converts that data into structured tasks and notifications. You don’t log in or build scripts yourself — our onboarding team configures the integration directly with your existing 8 AM environment and shows your staff exactly how the workflow operates.
This bridge between intake and automation ensures every lead progresses smoothly from first contact to consultation, without manual coordination.
Key Firm Advantages
Automated Intake-to-Task Flow
Every client inquiry processed by Casegen.ai instantly creates relevant actions in 8 AM — assigning tasks, scheduling reminders, or updating internal boards.
Cross‑System Synchronization
Casegen.ai + 8 AM can connect simultaneously to other platforms your firm uses — such as Clio or Google Sheets — guaranteeing consistent data across all tools.
No-Code Workflow Design
8 AM’s visual automation setup allows simple drag‑and‑drop workflows. We guide your firm in defining steps like “new intake → assign attorney,” or “case update → send client notification.”
Real‑Time Response Capability
From intake completion to case assignment, everything updates live. Leads are acknowledged within minutes, helping your firm stand out with prompt service.
Centralized Communication
By integrating with platforms like Gmail, SMS, and Slack, 8 AM ensures that attorneys and clients receive instant updates without requiring separate status checks.
Our Setup Support Process
- Assessment Call – We learn your firm’s workflows and determine where automation fits best.
- Integration Build – Our tech team securely connects Casegen.ai with your existing 8 AM workspace.
- Workflow Configuration – We program triggers (like new intakes or updates) and the corresponding tasks or alerts.
- Testing & Validation – Together, we run parallel trials to ensure accuracy and timing.
- Launch & Optimization – Once active, we monitor performance and tweak automation to your needs.
Real‑World Legal Applications
- Client Follow‑Ups: Automatically send confirmation emails or reminders once Casegen.ai completes an intake.
- Task Routing: Direct new intakes to appropriate attorneys based on case category or office.
- Team Alerts: Notify managers or paralegals of new high‑priority leads via email or Slack.
- Stage Updates: When cases move from “review” to “consultation,” 8 AM auto‑updates internal systems.
- Billing & Reminders: Schedule payment prompts or documentation deadline alerts automatically.
Powering Legal Workflows Across Specialties
Automate intake, data collection, and client communication across these key legal specialties:
- Personal Injury Law Capture accident details, medical records, and insurance data automatically through Casegen.ai and sync them with 8 AM for case tracking and lead follow-up.
- Family Law Collect sensitive family, custody, or divorce details securely during intake, then transfer them into 8 AM for organized task management and calendaring.
- Criminal Defense Law Sync client interviews, police reports, and arrest information directly from Casegen.ai into 8 AM, creating streamlined files for immediate attorney review.
- Immigration Law Gather visa types, client background data, and document requirements conversationally, and store them in 8 AM for ongoing case updates and reminders.
- Employment Law Record wrongful termination, discrimination, and wage claim information automatically, ensuring every detail flows seamlessly into 8 AM workflows.
- Workers’ Compensation Law Capture workplace injury and employer data with zero manual input, syncing to 8 AM to trigger claims tracking and communication tasks instantly.
- Lemon Law Log vehicle defect details, repair attempts, and warranty histories via Casegen.ai, then push data to 8 AM to automate case timelines and follow-ups.
Ready to improve your workflow with 8 AM?
Why Firms Choose This Integration
- Improved Client Experience: Communication is immediate, consistent, and personalized.
- Effortless Scalability: Add triggers or offices without new coding.
- Zero Data Re‑Entry: Everything flows from Casegen.ai into 8 AM without error risk.
- Transparency & Tracking: Real‑time performance dashboards measure staff responsiveness and workflow health.
- Secure & Compliant: API credentials and encrypted channels protect every client exchange.
Results Firms Achieve
Law firms implementing the Casegen.ai + 8 AM connection regularly experience:
- Over 50 % reduction in manual scheduling work
- 30 % faster lead conversion through quicker client follow‑ups
- Dramatically fewer missed appointments or pending tasks
Automation removes bottlenecks, so every client receives the timely attention necessary for trust and retention.
FAQs: Casegen.ai + 8 AM Integration
What operational improvements can law firms expect from this integration?
This integration boosts law firm productivity by automating client intake workflows and internal communications. It removes repetitive manual data entry, assigns tasks automatically based on intake info, updates case records in real time, and instantly notifies team members about new developments—streamlining your entire case management process.
Can this integration help solo practitioners as well as larger firms?
Yes. Whether you’re a solo attorney or managing multiple offices, the integration scales effortlessly. You can customize workflows, task assignments, and notifications to match your firm’s size and structure.
Which specific tasks does the integration automate to save time?
The setup automates a wide range of critical intake-related tasks including collecting client information, tracking calls, sending follow-up reminders, scheduling consultations, billing alerts, and updating case stages. Each of these triggers coordinated actions in the 8 AM system for seamless, hands-off workflow management.
Is client data secure when Casegen.ai syncs with 8 AM?
Absolutely. Both platforms use secure data encryption and comply with legal industry confidentiality standards. All data transfers happen in real time—your client information stays protected throughout every interaction.
What makes this integration different from other law firm automation tools?
Most automation tools handle one piece of the workflow. Casegen.ai + 8 AM connects intake, client communication, and internal team coordination under one system—so your firm can move cases faster while reducing administrative overhead.
How do notifications and alerts work across teams?
Once a client completes an intake, 8 AM automatically sends notifications via email, SMS, or Slack. Attorneys, paralegals, and admins are updated instantly, so no task or lead slips through the cracks.
Can I choose what triggers each step in the workflow?
Yes. You decide which events—like a completed intake, scheduled meeting, or sent document—should trigger automated responses. Every rule and sequence can be tailored to your exact firm process.
How can the integration help with performance tracking and business insights?
Integrated analytics provide actionable metrics like lead response times, team workload distribution, and workflow bottlenecks. These insights allow firms to monitor performance in real time and continuously refine processes to improve client responsiveness and overall operational efficiency.
How does onboarding and setup work for new firms?
Our support team handles everything—from connecting your Casegen.ai account to mapping data fields and testing intake forms. Once live, your workflow runs automatically with continuous monitoring and support.
What are the proven results other firms have seen from this integration?
Firms using this integration typically report a 50% reduction in manual intake work, faster client response times, and improved collaboration across departments—all leading to more consistent profits and client satisfaction.