The case starter is a firm-branded way to begin a case from the firm’s own site, ads, or direct outreach.
Pete does not use the case starter as an open public front door or lead marketplace. Each submission belongs to the firm that shared the link.
What the case starter collects
The case starter captures basic contact and case context, then lets the person add documents if they have them available.
The document step is optional. If documents are added, they stay attached to the New case for firm review.
What happens after submission
After submission, Pete creates a New case for the firm.
New is a Desk review lane before the normal case pipeline begins. The v1 pipeline remains:
In prep -> Ready for review -> Reviewed
The firm reviews the submitted context and any attached resources. When the firm accepts the case, Pete moves it into In prep and the records-to-workup flow begins.
How to use it
- Open firm settings.
- Copy the firm-branded case starter link.
- Add the link to the firm’s site, ads, or direct outreach.
- Review submitted cases in the New lane on Desk.
- Accept the case into prep when the firm is ready for Pete to begin workup.
What it is not
The case starter is not a booking page, generic intake builder, open veteran marketplace, or replacement for the firm’s legal judgment.
Pete prepares the record. Attorneys make the judgment calls. Last modified on June 28, 2026
