CASEpeer software


28 reviews(5.0/5)
28 reviews(5.0/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

28 Reviews of CASEpeer

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  • Keith from Law Offices of Jennie Levin

    Number of employees: 2-10 employees

    June 2018

    Best CRM for Personal Injury Firms Hands Down

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Cory from McGinn Law, Inc.

    March 2018

    CASEpeer is intuitive, user friendly and ideally suited for Personal Injury lawyers and practices.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Built specifically for personal injury attorneys/law firms, I was able to basically hit the ground running immediately after starting working with CASEpeer. Productivity and profitability can sky rocket due to a user friendly interface, combined with robust document automation. Fully harnessed, this software will allow me to turn my injury law practice into a well-oiled machine.

    Cons

    Lack of a mobile application for iOS or Android. However, I've been told that CASEpeer is working on providing this feature soon.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Clayton from St. Laurent & Associates, P.A

    Number of employees: 2-10 employees

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Krystal from Taps & Gilormo

    February 2018

    Great SaaS product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.)

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Ari from Ari Friedman Law Offices, P.C.

    February 2018

    Excellent software and a must have for a personal injury firm

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    overall better case management, settlement tracking, medical history management

    Pros

    This has everything you need from medical treatment tracking, embedding calendars, managing settlement discussions, etc.
    i also like that the team at casepeer are constantly adding features. they are also very much available right away without any hold time, if there are any questions.

    Cons

    the contact directory is a work in progress, and sometimes the system (as its web based) can run slow at times, but it seems that they are aware of these items and are looking to improve...

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sahar from Sahar Malek Law, APC

    February 2018

    Great company, great product. Made my PI practice so much easier to handle

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Software is highly inclusive about details and stages of personal injury from pre-litigation through pre-trial.

    Cons

    It lacks the ability to add certain companies/doctors/etc with ease. Instead, you have to add it separately for it to appear as an option under each client's file

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Rick from Hessig & Pohl, PLLC

    Number of employees: 11-50 employees

    February 2018

    This program is a game changer!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Ability to work from anyplace.

    Pros

    Easy to learn and easy to use. Almost unlimited possibilities for reports and tracking customer information.

    Cons

    Need an app for my cell phone. You would think a cloud based system would be up to speed on being able to use their program on a mobile device. Not so here.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Joshua from Josh Jones Law, P.A.

    Number of employees: 2-10 employees

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Zachary from Herbert Law Group PLLC

    February 2018

    Solo lawyer used for 5 months now. Almost every request has been implemented.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Organization, checklist reminders to follow up with clients, great client communication.

    Pros

    Hello Sign integration and intake. Coupled together these features make signup amazingly fast. Throw in text messaging and client portal and you're light years beyond the competition.

    Cons

    Still new, so features are still coming out. Not a deal breaker, but definitely something to consider if you are impatient and looking for something that is fully done. Great for starting solos.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Demarcus from The Ward Law Group, PLLC

    Number of employees: 2-10 employees

    February 2018

    This system has completely changed our practice for the better! Our office runs so much smoother!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    With CasePeer, we are able to provide better client service because we are more organized. We are able to resolve pre-litigation matters and prepare litigation matters in less time. Our team case reviews are also more substantive.

    Pros

    No requirement for individual licensing because it runs through online access. Superior customer support! The Help Center is actually useful! Easy to use. Easy to train staff on it's use also.

    Cons

    The template development is very good but could be improved. For There really are not many other cons.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Danny from Law Office of Terrence J. Salerno

    February 2018

    Made our firm's practice much more streamlined and practical.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Our firm runs much smoother than it did before this product.

    Pros

    Casepeer makes it easy to access all the cases information in one platform so our firm doesn't spend all our time shuffling through different platforms.

    Cons

    Learning a new part of the software sometimes can be overburdensome. That said, the help portion of Casepeer makes the learning curve much more forgiving.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Dorsay from 911 Legal Team, PC

    Number of employees: 2-10 employees

    February 2018

    Best personal injury case management software!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It can do everything, very user friendly, the support team is awesome. It really helped automate and update our office. Great for organization and working with a team in your office. Keeps everyone on the same page.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sam from Nordean Law, APC.

    February 2018

    Best PI software money could buy.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This software improved my firm's performance across the board. We are able now to service all of our clients' needs in a more efficient and reliable way. An excellent product.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    February 2018

    Awesome. Functional and Intuitive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of use. The access is awesome. It is essentially self-explanatory after a while. The support is great.

    Cons

    Price. The cost for use is a bit pricey. I wish they had a better price point for lesser users; otherwise, no gripes.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Alex from Law Offices of Alex Megeredchian

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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)

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Azadeh from Keshavarz Law APLC

    February 2018

    Excellent and Amazing!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    The ease of use, the details it tracks, accessibility, and efficiency! This software organizes everything you need in such efficient manner and keeps track of everything!!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Dorsay from 911 Legal Team, PC

    October 2017

    Game Changer in Personal Injury Case Management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Finally an easy to use, reasonably priced personal injury case management software. I was searching for a personal injury case management software like this for so long and there is seriously nothing even remotely close. I tried a handful and wasted a bunch of time and money . When I found casepeer, it seemed perfect, but I was worried because it was so new so there wasn't a lot of information out there about it. But I think I just got lucky that I caught them on the cusp of them taking off. I love how organized it keeps our office. This really took things up to the next level for us in terms of efficiently handling a higher caseload and making sure our clients get the best service possible. Not only is the software great, but it's getting better and better each month. And I can't say enough good things about the customer service/ tech support. They are responsive to all of our questions and feedback.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Brett from Sachs Burns, APC

    Number of employees: 2-10 employees

    August 2017

    Nothing short of excellence!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Robert from Kirilloff Jowers, PA

    Number of employees: 2-10 employees

    August 2017

    Intuitive design. Fantastic customer service. Would highly recommend!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to use and set up. The customer service has been great so far. The document generation feature saves use so much time and will keep us from hiring an assistant which saves money. I have only been using the product for a few weeks, but I use it several times an hour. I have no found anything that I don't like yet.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Andrew from MATHEWS | NISSEN, LLP

    February 2017

    CASEpeer is intuitive and powerful

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Our firm was looking for a plaintiff specific case management solution. We looked at all options -- and were blown away when we got a demo of CASEpeer. Since implementing the solution at our firm, it has proven to be a game-changer in our case management. Everything is intuitive and powerful -- which has been critical in getting all users to buy into the change and get ramped up quickly. The interface is great because it is clean and simple while also being robust. Conflict checks, statute management, and settlement calculation is made simple and instant. The value is measurable -- from the data reporting to streamlining processes, CASEpeer more than pays for itself.

    Review Source: Capterra
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