CASEpeer

CASEpeer

Modern Case Management Software for Personal Injury Law

4.9/5 (30 reviews)

CASEpeer Overview

CASEpeer is a comprehensive case management solution that provides small and large law firms with a full suite of practice and case management tools. Personal injury attorneys and staff are able to master their case loads with features for customizable case plans, intake management, campaign tracking, settlement tools, lien reductions, litigation, reports, and more.

Case management features intuitively organize the details of a case along with insurance information, incident details, witnesses, medical treatment, and liens. Users can track and convert leads from the initial intake and collect all necessary data to properly evaluate a case including case type, lead contact details, date of incident, referral source, incident address, and an injury checklist. Task management tools allow users to attach priorities and deadlines with alerts that automatically notify employees of an incoming or completed task.

CASEpeer enables attorneys to accurately log demands and subsequent negotiations directly into the system. Users can track third party demands, UM demands, and medpay requests, and get insight into settlements based on adjusters or insurance companies. The platform provides the tools to track cases through litigation, arbitration, and mediation, and helps keep track of deadlines by populating events on the integrated case calendar.

CASEpeer’s automated document generation and storage system uses previously-entered case data to automatically populate letters, forms, and envelopes; organizes them by category; and makes them searchable firm wide. Users are able to track costs throughout the case, and void or update costs as necessary. Accountants can generate check requests directly from a case, and auto-fill all payee information via the contact database. Activity timelines show the step-by-step progress of each case from beginning to end, and allow users to analyze periods and filter by time frame.

Pricing

Starting from
US$55,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

CASEpeer Reviews

Overall rating
4.9/5
100% positive reviews
27
Excellent
3
Very good
0
Average
0
Poor
0
Terrible
Marlo Y.

Fantastic platform! Easy to use, looks great, makes my job a lot easier!

Used Daily for 2+ years
Reviewed on 2016/10/26
Review Source: Capterra

Excellent software from top to bottom. Since we started using Casepeer, it keeps getting better. I used to work in the settlement and disbursement areas. While the older versions felt a bit clunky, many of our suggestions have been implemented successfully. With the newest version, settling liens with healthcare providers and generating crucial documents have never been more effortless. I now primarily work with the accounting functions, which greatly helps me manage case costs, settlements, and trust accounts.

At our firm, we are very diligent in noting and documenting just about everything that goes on with a case. Casepeer automatically documents every modification and change to a file which allows us to trace a case's history back to the beginning. The great search functionality and extensive data points within the software means we are be able to pick up a case where we left off and know exactly what's going on. Being able to task and direct notes to other colleagues also helps make sure priority items do not fall through the cracks.

Overall, working with Casepeer is like having an additional teammate, optimizing our productivity and making case management much easier.

Pros

The software looks great, navigating the site is very intuitive. It also keeps track of all the important data points, which is vital to our firm as accuracy is key. The developers are also always open to suggestions and improvements, so the program is always evolving and getting better.

Cons

There are some useful features that are still in development, such as the ability to have more control over the trust account. Otherwise, the software works really well.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Ryan M.

Efficient & Intuitive

Used Daily for 1+ year
Reviewed on 2016/11/22
Review Source: Capterra

After reviewing several other platforms, we're glad we went with CASEpeer. Our firm is more efficient because we use it, and our attorneys have a greater sense of control over their cases because of it. Case management can be maddening, but CASEpeer was obviously designed from the ground-up to make the process as efficient and easy as possible. The user interface is intuitive and easy to learn, which makes training new staff easy. It's been dependable - we haven't had technical glitches, and the integration process was actually more smooth than we expected. We've had no shortage of questions, and the customer service response time has always been impressive.

Pros

I don't have reservations about recommending CASEpeer to colleagues; it's been a great fit for us. It's not a bare-bones software; the more time you spend in it, the more you realize it has tools built in to make some of the mundane work a lot easier.

Cons

I'd like to be able to export an entire file/client at the push of a button. My understanding is they're working on it, and it's a feature that will be available in the future.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Brett S.

Nothing short of excellence!

Used Daily for 2+ years
Reviewed on 2017/08/16
Review Source: Capterra

Pros

It is difficult to complement the software without complimenting the company. I have never experienced better customer service and client attentiveness. We receive update emails weekly. I can barely get used to a feature before they roll out with even better ones. The integration to our calling service is outstanding and the ability to mange through our cases is seamless. Each case is laid out much like a report and is easy to follow. It allows us to stay on top of our cases and interact with our clients through opt-in texting linked directly to the client's case notes. This software is the best case management software hands down!

Cons

The only negative thing I could think of is how much data is needed to be inputed. This is not really a negative at all, just time consuming. The sheer amount of data allows the software to read itself and identify information for templates, organizing notes, providers, and defense insurance companies, counsel, and judges.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Keith F.

Best CRM for Personal Injury Firms Hands Down

Used Daily for 6-12 months
Reviewed on 2018/06/27
Review Source: Capterra

It was a key component in growing my practice in the last year.

Pros

Due to its specialty for personal injury, the reporting and niched tools allows for unique strategy such as comparing the firm's demands out, offers out, and pending settlements to assist with monthly projecting and allowing us to be PROACTIVE instead of reactive.
Our team now can anticipate case issues and solve them before they become an issue.
Client communication is now solved with the platform's client communication reports for each employee. I can sort out which client is not getting the attention they need and address it in minutes instead of after a client complaint.
Lien Negotiation reporting that compares individual adjusters, their average reductions and past cases they worked on is huge when comes to efficiently negotiating these liens out.
My staff saved hours everyday compared to countless other CRMs we have tried. Understanding of the platform took less than a week to grasp compared to months lost with other platforms.
No issues, no crashes, CasePeer is our secret weapon.

Cons

I wish I could navigate through the firm's tasks quicker. I am waiting on the app for easier use from my phone, but it should be coming soon.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Brett B.

It's simplified the processes of our law firm

Used Daily for 2+ years
Reviewed on 2016/10/27
Review Source: Capterra

I can't say enough good about this program and how useful it has been. From keeping track of every single phone call and evaluation, ease of creating tasks for follow up calls for potential new cases, noting critical case notes regarding a client and facts, gaining all the information up front and having it in the system in real time, making it easy to go back and view notes and records on a case, how it's given me the power to manage a team with simplicity. I'm able to see everyones calls and notes that are taken, and lastly reports are easy to create in many different formats and look great.

With all of this said, it's truly a dynamic program that will allow a team of people to focus on the same goals and objectives. It's the only paperless program I could see using with all the other options and systems I've seen and have had to use in the past.

It's simple, powerful, and easily changed to fit the needs of your law firm.

Pros

See my review!

Cons

No cons when you can make the necessary changes needed to fit your needs.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

CASEpeer Pricing

Starting from
US$55,00/month
Pricing options
Free Trial
Subscription
Value for money

Solo: $55 per user, per month

Emerging: $70 per user, per month

Enterprise: $85 per user, per month

CASEpeer Features

  • Automatic Notifications
  • Automatic Reminders
  • Calendar Management
  • Case Management
  • Custom Fields
  • Data Import/Export
  • Document Assembly
  • Document Management
  • Document Storage
  • Document Templates
  • SSL Security
  • Search Functionality
  • Workflow Management

  • API
  • Activity Dashboard
  • Billing & Invoicing
  • Invoice Management
  • Reporting & Statistics
  • Third Party Integration
  • Time & Expense Tracking

Additional information for CASEpeer

Key features of CASEpeer

  • Advanced search functionality
  • Automated conflict checking
  • Automatic statute notifications
  • Built-in reports
  • Calendar sync with Google, Outlook, and more
  • Case notes
  • Categories and filtering
  • Client portal
  • Cloud based
  • Comprehensive settlement tools
  • Contact histories
  • Continuous backup
  • Court calendaring
  • Custom task flows
  • Customizable permission settings
  • Data export
  • Discovery management
  • Document management
  • Email tracking
  • Expert witness tracking
  • Firm-wide settlement report
  • Generate pre-populated letters, envelopes, and forms
  • HIPAA compliant
  • Lead tracking
  • Lien tracking
  • Link related cases
  • Litigation event tracking
  • Litigation management
  • Marketing campaign tracking
  • Medical treatment tracking
  • Negotiation tools
  • Organized virtual cases
  • Reminders
  • Send and receive client texts
  • Settlement calculator
  • Streamlined cost requests
  • Task management
  • Track demands, offers, liens, fees, and costs
  • Trust accounting

Benefits

CASEpeer features are designed with the unique needs of personal injury law firms in mind, including a settlement calculator, statute alerts, and conflict checking.

All stored documents, from digital case files to auto-generated documents, are searchable firm wide, helping save time when tracking down documents or information.

CASEpeer's task management tools enable team collaboration by allowing users to assign, view, and complete tasks on a single case, or firm wide.

Identify potential issues before they arise with dynamic reports on leads, statutes, costs, and productivity, including meaningful metrics that help users manage practices more effectively.

CASEpeer works with Amazon Web Services to protect client data, meeting the requirements of the most security-sensitive organizations.

CASEpeer FAQs

Below are some frequently asked questions for CASEpeer.

Q. What type of pricing plans does CASEpeer offer?

CASEpeer offers the following pricing plans:

Starting from: US$55,00/month

Pricing model: Subscription

Free Trial: Not Available

Solo: $55 per user, per month

Emerging: $70 per user, per month

Enterprise: $85 per user, per month

Q. What are the main features of CASEpeer?

CASEpeer offers the following features:

  • Advanced search functionality
  • Automated conflict checking
  • Automatic statute notifications
  • Built-in reports
  • Calendar sync with Google, Outlook, and more
  • Case notes
  • Categories and filtering
  • Client portal
  • Cloud based
  • Comprehensive settlement tools
  • Contact histories
  • Continuous backup
  • Court calendaring
  • Custom task flows
  • Customizable permission settings
  • Data export
  • Discovery management
  • Document management
  • Email tracking
  • Expert witness tracking
  • Firm-wide settlement report
  • Generate pre-populated letters, envelopes, and forms
  • HIPAA compliant
  • Lead tracking
  • Lien tracking
  • Link related cases
  • Litigation event tracking
  • Litigation management
  • Marketing campaign tracking
  • Medical treatment tracking
  • Negotiation tools
  • Organized virtual cases
  • Reminders
  • Send and receive client texts
  • Settlement calculator
  • Streamlined cost requests
  • Task management
  • Track demands, offers, liens, fees, and costs
  • Trust accounting

Q. Who are the typical users of CASEpeer?

CASEpeer has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does CASEpeer support?

CASEpeer supports the following languages:

English

Q. What type of pricing plans does CASEpeer offer?

CASEpeer has the following pricing plans:

Subscription

Q. Does CASEpeer support mobile devices?

CASEpeer supports the following devices:

iPhone, iPad

Q. What other apps does CASEpeer integrate with?

CASEpeer integrates with the following applications:

Dropbox, Google Calendar, HelloSign, Mailchimp, Microsoft Outlook, Office 365, QuickBooks Online, Twilio Communications Cloud, eFax Corporate

Q. What level of support does CASEpeer offer?

CASEpeer offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials