All CASEpeer Reviews

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Margie

2 - 10 employees

Used unspecified

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed October 2023

Can access files anywhere i need to!

User Profile

Alex

Verified reviewer

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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)

Nick

Law Practice, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2023

One Stop Shop

Exceptional. CASEpeer has made my entire practice more efficient and has saved me countless hours of time and staff costs over the years.

PROS

CASEpeer is designed specifically for Personal Injury practice and each feature is put together with best practices in mind.

CONS

My only problem is that I would love to be able to assign tasks to individual users directly from the mail center when I review new documents.

Reason for choosing CASEpeer

Price and ease of use.

Reasons for switching to CASEpeer

I wanted something that was relevant to PI. When I saw CASepeer’s cloud based format and ease of access/use, I knew this was what I was looking for.

Sara

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2023

Casepeet Review

My overall experience with Casepeer is that it has great potential, it has great features but it is very slow.

PROS

What I like the most about CASEpeer is that I could track and keep up to date with hundreds of cases at once

CONS

What I like the least about CASEpeer is that it does glitch often and the calendar feature is not very seamless, it takes a while to enter calendar entries and sometimes I have to do it twice which can be frustrating

Zach

Law Practice, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed December 2021

CasePeer is too rigid to be a viable option

Imagine you're shopping for a home and you come upon a new construction with great curb appeal, modern amenities, and even comes fully furnished -- there's just one catch: you can't add or remove a single thing. You feel motivated to 'make it work,' but soon discover what you're really in for. Upon touring the kitchen, you notice the cupboards are brimming with tupperware, but there are no serving platters for hosting parties. Normally you'd remove some of the plastic containers and add your own dishware, but it's not possible here. When you ask the developer about it, they explain how the tupperware can be laid out and used as serving trays, and while this is technically true, it would always be a poor solution and a compromise that one shouldn't have to make. That's kind of what it's like working with CasePeer. We recently abandoned our attempt at migration after putting in several months of trying to 'make it work' and encountering the full ramifications of overly simplistic software so rigid that nothing can be changed, combined with a developer that's equally uninterested in listening to the needs of a personal injury firm. Specifically, CasePeer has no ability to handle PIP subrogation or third-party/workers' comp subrogation, its available insurance types are limited to UM, UIM, and Umbrella, and the list of case types is set in stone, overflowing with clutter that's irrelevant to most personal injury firms, while lacking in crucial PI options.

PROS

CasePeer has many good ideas for personal injury software, especially when it comes to tracking medical bills and record requests, but the software is too simplistic and too rigid in its current incarnation.

CONS

The backend of CasePeer is too simplistic and rigid. Everything is set in stone. Nothing can be changed. It needs a more robust backend database married to the pleasing and useful frontend.

Reasons for switching to CASEpeer

We ultimately abandoned our switch to CasePeer and decided to stay with Needles Neos. Even though Needles Neos may not look as pretty and could use an update to its workflows, it's fully customizable and adaptable, has a better calendar, more robust document generation, and is all-around much more powerful.

Hollie

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Best Case Management Software

Very pleased and have no interest in looking into any other case management software.

PROS

This is the 4th case management software I've used in the past 10 years and it has been the easiest and most productive. It is user friendly, meaning I can get the info I need quickly and without having to navigate through screens or links that I don't use. It saves our firm time in figuring out statuses in cases when prompted by a client's request. But Casepeer does so much more like tracking when I last touched certain cases so that i know which ones need attention.

CONS

Pie charts. I like pie charts. I'd like to view our performance on a pie chart.

Michael

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

The BEST case management software for personal injury firms. PERIOD.

I love CASEpeer. It saves everyone time and keeps everyone on the same page with all our cases.

PROS

CASEpeer is so easy to use and seamless for getting the staff onboarded--super intuitive. With automated workflows (CASEplans) and document automation, routine tasks take seconds and everyone knows exactly what the next step is on any given case. Basically, everything from medical record status to outstanding liens and any analytical report you could want is at my fingertips in CASEpeer. I couldn't run my law firm without it.

CONS

CASEpeer has a robust reporting system that I wish would allow for more refined/eye friendly exports instead of just spreadsheet options. It would also be nice to be able to print a firm branded invoice from the costs tab that could be given to a client. Also, the time tracking feature looks good and works will inside of CASEpeer, but once exported, it's useless--I have to basically reenter all the data to make it usable within the spreadsheet, and then again to make something that I can show in court as evidence.

Reason for choosing CASEpeer

CASEpeer had exactly what I wanted and the staff was extremely friendly/helpful.

Reasons for switching to CASEpeer

CASEpeer was more PI friendly.

Rachel

Law Practice, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2023

Reviewing Casepeer

PROS

Fairly straightforward, access to tutorials, case status, notes.

CONS

Can't add new features like new case statuses

Meghan

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Meghan M.

PROS

Easy to navigate and I like the fact that it keeps track of all my work even completed task.

CONS

Would like to be able to edit notes when a mistake is made or saved note to wrong case.

Leslie

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Great Case Management Software

PROS

Accessibility and user friendliness are great.

CONS

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

cheryl

Legal Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Happy with the service

PROS

Easy to use. I can easily move between tabs i need.

CONS

NA. I don't use it enough to know the cons.

Michelle

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2022

Great!

It was a struggle at the beginning, and there were some features that we were lead to believe we were going to have, that we didn't, especially with reporting. However, over time of using the products, there have been some changes that have improved those capabilities and some of our suggestions have been taken in and used. There are still more that we'd like to have done (see above Cons) but it has continually improved over the almost 2 years we've been using.

PROS

I love that everything we need to know about our client and their case is easily accessible. We know their medical treatment, when records have been ordered and received, when litigation documents have been sent and due, and love using the litigation event plans as well as the auto gen letters and tasks populating automatically on status changes.

CONS

I wish the advanced search button was in the top bar alongside the search - a lot of times we need to search using court file number and we always have to mimic a search to get the "error" for no search results to get to the advanced search button. Also, I would like that tasks can be parent/child. For example, a task to send something out, once that gets marked as complete it automatically updates the date of receiving the response to the correct # of days/weeks after. Our old CMS had that and it saved a lot of time manually having to update tasks if they prior was not completed on the due date.Really our main struggle has been issues with OneDrive for Business working seamlessly with CasePeer. It seems to have issues regularly where we have to deactivate/reactivate the link and sometimes that doesn't even work. And using the documents tab connected to OneDrive is slow and we typically connect it but don't necessarily use it the way it would be helpful (like categorizing documents, opening to edit, etc.) We generally just go to OneDrive thru FileExplorer as it's easier that way. The only benefit to the connecting at all is when we auto generate documents it saves automatically in the OneDrive file with the connection and saves the steps of "save as." However, many times there's issues where we have to do that "save as" step anyway.

Reason for choosing CASEpeer

Best features for the cost

Reasons for switching to CASEpeer

We had an old licensed version and virtually had no reporting. We created a few referral reports, but it was cumbersome. And because it was a downloaded software we had to pay for a terminal server to house it. We wanted to switch to something with better reporting and was cloud based.

Melissa

Law Practice, 2-10 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Quick start - low barrier to use

We are better at keeping notes of conversations and emails all in one spot by using casepeer. Our client communication increased and client satisfaction increased with the ability to text or email directly from Casepeer in a way that kept the conversation within the file.

PROS

Even new employees who haven't worked in law before have very little trouble figuring out how to use Casepeer in very short time. We also really loved that there wasn't a lengthy onboarding time (a common problem when switching case management programs). Texting and being able to have clients e-sign documents that are then auto uploaded into their file was especially useful during COVID.

CONS

It isn't as user friendly from a mobile device or tablet. This is unfortunate as sometimes I need to be able to access cases while traveling and would prefer to use my ipad and not have to travel with the laptop. But I really had to think hard about what I liked "least" as overall Casepeer has been top notch for us.

Reason for choosing CASEpeer

Cost (I was a new firm at the time), ease of onboarding, ease of use

Lorena

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2022

Why I love CASEpeer

My experience has been great. When I've spoken with other law firms that use other software, I know we made the right decision for ours in using CASEpeer.

PROS

I love CASEpeer because it helps keep everyone on the same page. Communication is key and you can get the jist of your case at a glance. I also appreciate the webinars made available to keep us in the loop of new developments.

CONS

Turnaround time to work out some kinks takes a bit.

Reasons for switching to CASEpeer

More and better options

Vendor Response

Lorena, thank you so much for your feedback. We love helping firms stay organized and communicating effectively! Please don't hesitate to reach out to our Client Success team if you ever need anything.

Replied August 2022

Ashley

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

OBSESSED with CasePeer

Simply the best. I will never use anything else!

PROS

I like that you can leave detailed notes that stand out. You can indent, bold, space things out, its just so easy and clear to see/read what you need. I also like that you can search the client's file for any prior note made. The critical case note feature, the treatment tracking, provider history, being able to track the insurance history. I have used other software, and nothing on this Earth can touch CasePeer. I always tell new hires at my firm I would make a great product rep because I LOVE everything about it. Obsessed. I look forward to the new emails with changes/updates and additions to what we already rely on. Its just fantastic and there is no better way to run a firm than with CasePeer. You can easily run and read reports and ensure your clients are being managed easily at a glance.

CONS

I wish CasePeer could integrate with Box or DropBox so the file is all on one page. I worked with a similar build through Sales Force but it could never touch what Case Peer is doing. (this may be an option that we just did not choose)

Reasons for switching to CASEpeer

I changed to a firm who used Case Peer.

Gordana

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Finally Found a PI Friendly CMS!

Fantastic! The customer service is so fast! Whenever we have a question, they're quick to respond within hours.

PROS

This CMS is PI friendly! So many are not, which you don't realize despite doing tons of researched before committing to one. CASEPeer understands what a PI firm does & needs.

CONS

It's not as attractive on the eyes as I'd like, but that's something that can be improved with time I'm sure.

Reason for choosing CASEpeer

PI friendly, reasonable, & easy to use.

Reasons for switching to CASEpeer

Clio is not PI friendly whatsoever.

Adrian

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

Great cloud based system

Overall it is a great experience. We have not even considered other products because this meets our needs. They have great integrations with other products, and again great customer support and monthly training webinars for different aspects of the software.

PROS

I liked that ability to quickly hit the ground running, minimal learning curve, autofill custom templates, and a responsive customer support team.

CONS

On creating custom templates, I would like extra freedom on where certain information goes. (Keep in mind, most instances this is not needed, just a few templates that would work for our law firm.) Some keywords can be used for all "context", and others are limited to a few or one "context" for our protection. This is great for those just learning to create templates. I would just like to deactivate that safety and create at my own risk for those more seasoned and comfortable in creating and using custom templates.

Autumn

Law Practice, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY