CASEpeer Software

4.90 / 5 (30)

Our advisors have recommended this product 6 times in the last 30 days

About CASEpeer


CASEpeer is a cloud-based case management platform suitable for law firms of all sizes. It offers intake, case and task management tools, document management, negotiation and litigation tracking, reporting, search tools, case timelines and more.

Intake forms can include case types, incident dates, contact details, referral sources, incident addresses and injury lists. Users can view case statuses via the home screen, and other tabs display insurance information, incident details, witnesses and more. Litigation events are automatically populated to a case calendar. Case notes can be searched, filtered and organized as needed.

The timeline feature displays notes, emails and more. Users can assign tasks to specific employees, add due dates, priorities and customize reminders. Cases can also be linked if multiple parties are involved to help during the intake process and with sharing information. The settlement management screen displays pending checks, offers and demands.

Support is available via phone or email.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

30 Reviews of CASEpeer

Average User Ratings

Overall

4.90 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(27)

4 stars

(3)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 30 reviews

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October 2016

Marlo from Bergener Mirejovsky, APC

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

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

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.

November 2016

Ryan from The Lions Injury Lawyers, P.C.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2016

Efficient & Intuitive

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.

August 2017

Brett from Sachs Burns, APC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2017

Nothing short of excellence!

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.

June 2018

Keith from Law Offices of Jennie Levin

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

Best CRM for Personal Injury Firms Hands Down

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.

October 2016

Brett from Bergener Mirejovsky

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2016

It's simplified the processes of our law firm

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.

February 2018

Alex from Law Offices of Alex Megeredchian

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

BEST case management software - if you havent used it, youre missing out

saves you time and money makes you more productive

Pros

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.

Cons

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)

February 2019

Zachary from Herbert Law Group PLLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Best cloud-based case management software for personal injury law firms

Signup is my favorite - I have a perfect system with Casepeer - we send the contract for the client to E-sign, text, email, and set up the claim all through Casepeer. Signup is super quick and anyone can be trained to do it!

Pros

Texting with clients - and the ability to receive photos. I love telling my clients that if they get a document in the mail and they want to discuss, just take a pic with your phone and text it to me, it'll be saved directly into your case. Makes signup a breeze!

Cons

Trick question - nothing! Seriously, though, if there is a missing feature, the staff is amazing and very responsive. Most of my suggestions have been implemented. The Casepeer staff is constantly working to improve this software.

February 2018

Joshua from Josh Jones Law, P.A.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

From the team, to the program to the ease of use, Casepeer is outstanding all around.

This program is the only program that I have used so far that I actually enjoy using.

Pros

Casepeer is the best product that I could find after looking into almost every cloud-based option for case management. The program allows for easy case management from beginning to end, the ability to communicate with both clients and teammates in the office and simple template documents that eliminate the possibility of making mistakes on your form letters.

Most importantly, the team is dedicated to ensuring that the client's experience is top notch. There is a rapid response to any request that I make for improvements or training.

February 2018

Krystal from Taps & Gilormo

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

Great SaaS product

Pros

Love that you can access it from any computer, iPad, or smartphone. It is feature rich, allowing you to input tons of data on each case. I like that you can tag each note with the category it fits into, which is helpful for searching through later. Being able to attach emails directly to the case is great. I like the idea of being able to do the same with text messages, but that feature could use some work.

Cons

Still learning to use this product but so far it's a bit clunky in terms of managing check-ins with clients on a regular basis. I also wish you were able to customize the intake portion a bit, as some of the questions we normally ask either don't have a place in the forms or are only accessible after the case is created (e.g. report number). Across the board, a lot of the data entry points are buried within the forms rather than being quick to input. You have to click into and open a new box, then click into subareas there to input date, which is time consuming. For certain things I wish there was a select all feature (tasks, notes, etc.)

February 2019

Michael from Law Office of Michael B. Walsh

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Well thought out program built from the ground up with PI in mind

Excellent

Pros

Best designed program for Personal Injury that I found after a lot of looking. Customer service and support implementing the system is excellent. I can always get someone on the phone who knows how to help. The software is intuitive and tailored to PI cases.

Cons

Waiting on a few functionalities and features available in more generalized case management software. The updates have been coming at a steady drumbeat so I expect to see them soon. In the meantime, the PI focused design and features more than make up for it.

February 2018

Clayton from St. Laurent & Associates, P.A

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

February 2018

Everyone on the casepeer team is very helpful and quick to respond to any questions or concerns

It organizes cases effectively so anyone in the office can see what's new with a case with a few clicks of a mouse. It also helps clients who do not have an email address to be able to communicate with us better.

Pros

The customer service is great, its very easy to use the software and keeps things organized. Overall its very helpful to our lawfirm. Being able to text clients and them being able to text documents and photos is a very nice addition also.

Cons

I don't like that the text message goes to the main contact on the case instead of directing it back to the person who originally sent the text message. I also wish the settlement tab was set up a little differently.

February 2018

Ari from Ari Friedman Law Offices, P.C.

Review Source: Capterra


Ease-of-use

5.0

Value for money