--- title: "8am CasePeer Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of 8am CasePeer. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if 8am CasePeer is a good fit for you!" source_url: "https://www.softwareadvice.com/legal/casepeer-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Legal Case Management Software](https://www.softwareadvice.com/legal/) / [8am CasePeer](https://www.softwareadvice.com/legal/casepeer-profile/) / 8am CasePeer Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/legal/casepeer-profile/) Reviews [Alternatives](https://www.softwareadvice.com/legal/casepeer-profile/alternatives/) # 8am CasePeer User Reviews ## Reviews summary - Overall rating: 4.8/5 - Total reviews: 220 ### Secondary ratings - Ease of use: 4.8/5 - Customer support: 4.8/5 - Value for money: 4.7/5 - Functionality: 4.6/5 ### Rating distribution - 5 stars: 178 reviews (81%) - 4 stars: 38 reviews (17%) - 3 stars: 1 reviews (0%) - 2 stars: 2 reviews (1%) - 1 star: 1 reviews (0%) ### Most mentioned pros - It’s a helpful case management tool that keeps files organized, helps track communication, and supports daily workflow. While it could be faster and offer more flexibility in certain features, it ultimately streamlines the case-handling process and makes tracking deadlines much easier. - It improves organization, team collaboration, and visibility into case status. While there are areas for improvement, particularly in customization and pricing, it remains a reliable tool for managing a busy PI practice. - It keeps me organized with the tasks also the templates are time saving so long as they are in the most logical place, such as client-specific letter under the client tab and not under the defendant- adjuster envelope. ### Most mentioned cons - I don't like that sometimes it can't find the case by first or last name, and even less by case number, and you have to search with a magnifying glass to find old cases - This workaround is necessary to ensure all required details appear where they need to be, but it does make the process less intuitive and increases the chance of errors. - That and the fact that there are certain features that, as a security measure, are only available to my administrator, which can make immediate problem solving difficult at times. ## 8am CasePeer customer reviews Showing reviews 1-25 of 220 (page 1). ### Easy Note Sharing with Helpful Timestamps - Overall rating: 5/5 - Reviewer: Nicole D. - Industry: Law Practice - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: November 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Being able to take notes at all times and reference them at a later time. #### Ratings breakdown - Ease of use: 5/5 #### Pros I love the way I can take notes and share notes with all of my colleagues. I love that it time stamps all my work, this helpes when working from home. #### Cons The actual notes I inout in CasePeer get lost with the updates of reviewing files, uploading files, etc. I wish it was separate, instead having to pin all of my important notes. --- ### Great when it works ... FILE SYNC IS BROKEN AGAIN - Overall rating: 2/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: October 2026 - Review source details: This review was submitted organically. No incentive was offered Tech support and customer service are lacking when needed most. Due to file sync being down (again), it has caused additional time and work for files to be downloaded, modified, saved, and uploaded. Sometimes Hona is not functioning as it should either. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 4/5 #### Pros It is 9 out of 10 when it works correctly. The program is user friendly and easy to learn. It is great when all features and add ons are fully functioning. #### Cons FILE SYNC has been down AGAIN for several weeks. When there are issues it takes far too long to fix them and customer service regarding the issues are AI generated. If you do communicate with a person it is not helpful or informative either. No info regarding the time frame for a fix. --- ### Casepeer a great tool for the legal field - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 11-50 employees - Product usage: less than 1 year · daily - Reviewed: August 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I haven't used it much, but from what I've seen, it's a sophisticated and very helpful tool for those of us who work in the legal field #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I like that even though it's not the fastest program, it doesn't crash and it does let me work happily #### Cons I don't like that sometimes it can't find the case by first or last name, and even less by case number, and you have to search with a magnifying glass to find old cases --- ### Great expierence - Overall rating: 5/5 - Reviewer: Stephanie R. - Industry: Law Practice - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: May 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. My experience was 8AM Case peer has been absolutely the best and I enjoyed using it and making sure all files were good. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros I loved it very much everything was organized, easy to use. All tabs were very self explainable, def enjoyed it #### Cons Having to input providers when they weren't found and having to add them one by one. But thats all pretty much. --- ### All the case information is at your fingertips - Overall rating: 5/5 - Reviewer: abril z. - Industry: Law Practice - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Reviewing a file or looking up information has become so easy since there's so many databases available. I also love that there's a Settlement tab which puts all the financials into one place and makes it easy to view. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros You can easily look up information on the file that you are working on. I love the search function since it goes through all the notes on the file and will highlight all notes with the specific phrase you type in. #### Cons Sometimes the click-down arrows in some tabs such as the Settlement tab are a bit difficult to click on. --- ### The top three tasks at my desk involve using Casepeer - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Legal Services - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Casepeer makes sending demands out so easy for me. It helps me keep track of medical records and provider information, along with sending out demands. Those are the three things I do the most while I'm working at my desk and Casepeer is an integral part of my workflow. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The email integration is a great tool and saves so much time and keeps from things from getting mixed up. I spend way less time searching for emails in my inbox. It's easy to use, no training needed. And once you have the templates set up documents are easy to manage. #### Cons The only con I can see is the subscription model is by each user account. So the more people who need to access the program the more money you will spend on each license. The two factor authentication keeps you from sharing accounts which is good for security and 8am for making some extra capital. I wish they would offer some discounts . Like a group rate discount as your firm grows over time. --- ### Paralegal Manager - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The calendar deadline integration with tasks, make this software by far superior than other ones that I have tried. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Calendar Integration is amazing, easy to use and keeps you on top off all of your deadlines. This is a life safer and time saver #### Cons I would like to see the main screen have some litigation dates showing instead of notes. Once a case is in litigation, it should have in the main view of the case important dates and events coming up as reminders; Also there should be a way to organize the medical records section better. It would help if you can add a date and check of each date if you have the medical record and the bill and the amount. Having a medical summary of the bills that could be downloaded through excel would absolute make this program the best. --- ### Record Coordinator - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. This program is seemily easy to understand and all around a good system. Logging in is secure and very seldom have issues. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros CASEPeer is user friendly. Easy to navigate through the system with very little hiccups. Has more potential than other programs. #### Cons I wish the Cost file would allow you to identify what fees are being charges & paid and upload the invoice or paid invoice all in one file. --- ### A Good Claims Management Platform - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 11-50 employees - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, very good - responsive to inquiries, good training available online, easy to navigate screen to screen. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It compares well to the claim management system I utilized in my prior career as an insurance adjuster. #### Cons Document management could be better. Duplication with downloads and the storage size create impediments to sending demands with supporting documents. --- ### Efficient Case Management with Room for Improvement - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, my experience with CasePeer has been positive. It is a strong case management system that helps streamline the lifecycle of personal injury cases from intake through settlement. It improves organization, team collaboration, and visibility into case status. While there are areas for improvement, particularly in customization and pricing, it remains a reliable tool for managing a busy PI practice. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros CasePeer’s document management is one of its strongest features. It keeps all records, bills, and correspondence organized in a way that is easy to navigate and access quickly. The ability to track case progress, attach documents directly to tasks, and maintain a clean file structure significantly improves efficiency, especially when managing a high volume of personal injury cases. It reduces time spent searching for documents and helps keep the entire team aligned. #### Cons The pricing can feel a bit high relative to some of the limitations within the platform. While CasePeer is powerful, certain features lack flexibility and customization, which can make workflows feel somewhat rigid. Additionally, there are occasional bugs or slowdowns that can interrupt productivity. For firms that rely heavily on streamlined operations, these inefficiencies can add up and impact overall value for money. --- ### case manager assistant - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Law Practice - Company size: 2-10 employees The reviewer appreciates CasePeer for its ability to keep the team informed in real-time, which minimizes redundant questions and errors. They have found no drawbacks so far and enjoy using the platform for their case management needs. Full review available after login on Software Advice --- ### I would recommend CASEpeer to any personal injury firm - Overall rating: 5/5 - Reviewer: Jaren S. - Industry: Legal Services - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: November 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Our firm has had a really good experience with CASEpeer. Anytime that we have needed training they have been quick to set up a time. There have been a few times where I have needed customer support, trying to do some thing out of the ordinary and they have been really quick to respond. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We have made CASEpeer an integral part to our personal injury law practice. It is the client file. We also use it to track our marketing efforts, our staff productivity, and our contingency fees. #### Cons I think the only thing that was difficult about casepeer, was making sure that our entire team was all on the same page about the case stages. That was probably more on our end than anything that case Pierre could have done differently. --- ### Litigation Paralegal - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall Experience: The platform serves all of our needs effectively, from document uploads to comprehensive case management and assignment tracking. We have experienced little to no issues with app performance, security, or bugs. It has significantly improved management of employee assignments and file organization throughout the entire case lifecycle—from pre‑litigation and suit through discovery and settlement. The system allows us to easily track categories, key dates, statutes of limitation, case costs, contacts, case notes, case lists, and court notes. Client communications are well integrated, making collaboration seamless. Overall, the software is intuitive, easy to learn, cost‑effective, and an excellent tool for maintaining efficiency and organization. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros serves all the needs, document upload, case management and assignment, we have had little to absolutely no issues with app issues, security or bugs. Helps management employee assignments and keep track of file management, from prelitigation, suit, discovery to settlement categories, dates and SOL time lines, case costs, contacts and case notes, case lists court notes. Client communications and so much more, it's easy to learn and use and great cost. #### Cons I would like have color option for the app. ( instead of green I would like to add additional options. --- ### CasePeer is too rigid to be a viable option - Overall rating: 2/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 2/5 #### 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. --- ### Reliable Platform for Daily Case Handling - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Legal Services - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: November 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, my experience with 8am CasePeer was positive. It’s a helpful case management tool that keeps files organized, helps track communication, and supports daily workflow. While it could be faster and offer more flexibility in certain features, it ultimately streamlines the case-handling process and makes tracking deadlines much easier. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I liked how intuitive the platform was. The dashboard, task management, and client communication tools made it easy to stay organized. I appreciated the clean layout and the ability to track cases step-by-step without feeling overwhelmed. #### Cons The platform can be slow at times, especially when switching between sections or uploading documents. It affects workflow when you're trying to move quickly. --- ### Great System! - Overall rating: 5/5 - Reviewer: Jasmine S. - Industry: Law Practice - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: November 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Very satisfied with the system! Easy to use! I really don't have any complaints. When I was learning how to use the system and maximize it, I was able to look directly at the tutorial videos and they were very straightforward. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros My favorite part about this system is the document management. You can easily connect your client folders on your computer directly to the client file on CasePeer. It makes it so you don't have to actually go back and forth or worry about having to upload documents immediately. #### Cons I con I would note is the ability to link RingCentral texting to CasePeer. The system will link the RingCentral fax but not texting. --- ### Excellent Case Management Software for Personal Injury Firms - Overall rating: 5/5 - Reviewer: Jamilex D. - Industry: Legal Services - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It's an amazing case management software. I'm able to manage more cases than I would have on other case management softwares. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros It's easy to use when managing complex cases with multiple medical providers. Also, great with Litigation and keeping track of important deadlines. #### Cons The cost tab could use some work. I don't like the pre-selected categories and that you can't make your own or customize them. --- ### Case Peer Review - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: November 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, Case Peer has been a great addition to our firm. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The texting feature has been extremely helpful and something our client's appreciate. #### Cons The calendar system does not allow us to color coordinate. --- ### CasePeer is AWESOME - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Legal Services - Company size: 11-50 employees - Product usage: 1-3 years · daily - Reviewed: November 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I enjoy CasePeer a great deal. It is very useful; It helps me to manage my very high case load in Plaintiff work and keeps my cases and me organized. I would be lost without it!! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It does everything I need it to do (Plaintiff Work) and like any software in the legal field when it is used to its capacity it is a great tool. #### Cons Calendaring was not the best. I believe it can be a little better as far as opening the calendar without lag of appointments, reminders and linking with Outlook. --- ### CasePeer is Great! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 11-50 employees - Product usage: 1-3 years · daily - Reviewed: April 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. As a former Needles and Litify user, this product is really effortless to use and find information quickly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros CasePeer is so user friendly. I can update my cases, locate critical information quickly, and run reports that are meaningful. #### Cons I wish the medical treatment tab was more user friendly. The providers seem to change order after they have been edited and having to constantly scroll when adding information is frustrating. --- ### Great tool with room for improvement. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 11-50 employees - Product usage: 1-3 years · daily - Reviewed: November 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I like it, very user friendly. Could use a few more features however it's a great tool for case management. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Easy to use, intuitive. Auto generates documents that are usually a hassle to make due to how often they need to be mailed out. #### Cons Missing a few key features. It would be great to make it easier to edit templates for documents, a more user friendly interface instead of coding on word. --- ### Best Software !! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Legal Services - Company size: 11-50 employees - Product usage: less than 1 year · daily - Reviewed: November 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 10/10 best software simple and easy to use, really wished i had used it sooner but im glad to say this sofware is helpful. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros AI being helpful too HELPS MAKE THINGS SO MUCH EASIER AND QUCIKER ON MY END HELPS GET THINGS DONE IN A MORE TIMELY FASHION. #### Cons whenever it would crash and not load the pages, really would stop us from getting the information we needed. --- ### User Friendly and Easy to Navigate - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Legal Services - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: May 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It's been a fairly good experience and I would be hard-pressed to find another case management system as easy to navigate as this one. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### Pros Among the most user friendly case management databases I've used, and I've worked with a lot of them. #### Cons Inability to go back and edit notes unless they're tasks. I sometimes need to update or amend a note or make a correction and the system as it stands now doesn't allow me to do that. --- ### A good web based system - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Attractive interface, ample opportunity for customization #### Cons Document management proved to be a pain as attachments would have to be saved to the computer and then uploaded to the system --- ### Great! - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Law Practice - Company size: 11-50 employees - Product usage: 1-3 years · daily - Reviewed: November 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. ---