CASEpeer Reviews

very easy to use, very interactive, has all the necessary features such as tasks, notes, accounting for the trust account. navigation is so simple. I can find out whats going on with a case in seconds! Great Calendar system, set reminders and tasks and make life simple. Great for litigation deadlines. Customer service is excellent too, they address issues every time.

i can only think of one - when the tasks are assigned, there isnt a box to check off, you have to delete each task one by one. They arent the cheapest but they are the best of the best and ive used several (other than these twoi cant think of any other ones)

It's so easy to manage and use. It's very use friendly

Nothing at this moment. I have been very happy to use casepeer.

The integration with other software, the ease of use, and the immediate assistance we always receive anytime something isn't working right for our needs.

Nothing! Every experience I've had with this case management system has been amazing.

Bets part of CASEpeer is thee efficent ability to have treatment and costs all compiled for you when a case is ready for settlement. You update as you go, its the assistant you had been wanting but best part is everyone gets to use the same function and be on the same page.

Cons do come with every platform, I believe there can be better user ability with the open cases under the reports tab. It takes quite some time for it to load along with the medpay features under settlement, it can get confusing.

I like how you keep track of contacts for certain companies that you can refer back to.

I wish there was option or symbol next to documents to see what documents are coming in and what are coming out.

I manage about 70 cases and it helps me stay organized and manage deadlines in my cases.

N/A. I find CASEpeer very easy to use, and it has a lot of features that are helpful.

The ready-made PI file management is excellent. The integrated client texting is phenomenal for keeping clients up -to-date and the warnings regarding stale cases is fantastic. Also, using the eSignature feature has been a game-changes. All-in -all fantastic product. There are few tweaks I would love to make, but still worth it.

Needs a far better NEGOTIATIONS tab/section, the settlement worksheet is not intuitive and should be able to be run without creating accounting inputs, and the cost tracking, especially for soft costs owed to the firm but not paid in advance, need to be reworked and refined. Needs to more user customizable. The calendar is also better and more robust on my prior software. Also, on a small peeve is that under UM insurance the adjuster has to be categorized as "bodily injury" instead of just UM adjuster.

It keeps the firm on track. It helps keep us connected with our clients.

The app is not very useful. I wish we were able to get more features on the app.

I like how user friendly it is and easily accessible.

I hate when I select records and bills received and it refreshes the screen.

ONE OF THE BEST FEATURES THAT CASEpeer has is the easy access to contact a client. Not only do we have an option to call directly or email, but it has a great feature of texting the client. Client's can be reached easier by text especially when working and not being able to answer your calls.

I would highly recommend that we can be able to send pictures thru the text app.

Ease of use and organizational layout..

I am not crazy about the lack of a dedicated program or application at this point.

Accessibility and user friendliness are great.

Text messages on each case that I am on are a little bit excessive.

It has everything in it you may ever need.

sometimes it takes a minute to work out the flaws (same with any system).

The case management function is top notch for keeping up with issues and sharing with the tea.

Need better functionality for Chronologies/Timelines

It is very easy to navigate. Our offices uses it often. Makes case managing SO VERY EASY.

There really isn't anything negative to say.

Adding clients, signing them up, and tracking records and bills, which is the most critical part of a PI practice has been honed with this software.

The inability to customize the settlement and negotiation worksheets. We still have to use our own spreadsheets for negotiation and subrogation.

I like these aspects: Reliability and ease of use.

Please add a component for better document management.

Its very easy to use, and self-explanatory.

litigation folder is really sub-par. Its not really useful at all outside of plugging in information. Deadlines are not self-calculated which is very important when it comes to trials and deadlines. It can really be better, its far too basic.Also, there is no way to get a full case list of open files - like a folder where all the open/close/etc cases can be found. You have to search by name which is ok if you have a low case count but could be an issue when there are more cases.

I love that CASEpeer is user friendly and very easy to function in.

I dont really have any feature I like the least.

PROS: Notes feature, document tagging, document folders, speed - can switch between tabs/look at documents/upload/download easily and quickly, easily customizable templates that make advancing a case pretty easy, reliable text messaging with clients, simplified pricing in the mid range of competitors, responsive customer service via online chat - but they are never really able to actually solve most things, just educate/train, tagging other users on a note or document assists with advancing cases and ensuring good team communication.

CONS: Lack of customization for key things like case types, always assuming the client is the plaintiff (and never the defendant, confusion for conflict checks re: deceased parties, lack of being able to identify in ALL person fields that someone is deceased/if it's related to the matter/date of death/next of kin, lack of customer input into new features, lack of communication about what CP is working on with future/coming soon upgrades, providing new features that no one cares about and not giving us ones that matter, being focused on almost nothing but car accident plaintiff cases (making it hard to adapt the platform for all case types).

CASEpeer "Tasks" help me manage my daily responsibilities. I rely on the automated and manually entered tasks throughout the day. Additionally, the ability to communicate with clients through the platform is essential because some clients prefer texting. Finally, the CASEpeer team is always quick to respond anytime I use the Chat function.

We have had the product since 2019 and the price continues to increase.

It seems easy to use overall. I also like that I was able to integrate "Events" with our Google calendar.

The ability to customize CasePeer to match your needs is minimal. At my last firm, we used FileVine which had a huge learning curve, but it was highly customizable and was easy to use once it got started.

I like a couple features on casepeer but my favorite would be the texting feature. I really like that I don't have to use my personal phone and I don't have to always call the client for small things like asking them to sign a document I emailed to them or an address to somewhere. I also really like that when she send photos it automatically uploads to photos, it saves me a lot of time! I find CASEpeer to be very easy to use and very efficient. We use it daily in our office.

I don't like that I can't edit my notes because I'm not an admin. Sometimes I have typos and I don't like having to always ask the office manager to change it especially since she's very busy.