All CASEpeer Reviews

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Margie

Law Practice, 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

Margie

Verified reviewer

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Our Thoughts

A 9 out of 10. If need help it is also a super easy find.

PROS

Easy to work with and to find what I need to access quickly.

CONS

That WC cases are set up like PI cases. There should be an employer/Insurer, not defendant.

Reason for choosing CASEpeer

Quality and Price

Reasons for switching to CASEpeer

The other was not user friendly and the set up was way to complicated.

marie

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed February 2024

Client Management

fairly good for the type of load we have, but wish it has more flexibility with catering to law firms that has multi legal practice

PROS

you can add most of the information in one place instead of going through all of the documents gathered.

CONS

unable to customize some features and unable to have multi-client texting capability

Emily

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed November 2023

Work flow issues ignored

The customer service I have received over issues that could be helpful in providing better workflow management have been dismissive.

PROS

CASEpeer does not stand out from other case management software.

CONS

A year ago, I emailed requesting a fix on a field that could help with making more templates available. The witness tab does not allow for us to add a corporation, only a person. If a corporation option was available, the templates could be used to help streamline our workflow. recently, a second issue came up regarding our workflow and adding a frequency button option on tasks (i.e. call client - 2-week button). I was told you were not able to add that, due to your other clients with hundreds of cases. Instead of adding options to improve our workflow we get an update on adding a 3rd gender.

Vendor Response

Hi Emily, Thank you for your valuable feedback. We would like to learn more about your needs in detail so we can help improve your experience in CASEpeer. Please book a time with our Client Success Team here - https://calendly.com/casepeer-training - The CASEpeer Team

Replied December 2023

Bianca

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

CasePeer Review

PROS

I like how you keep track of contacts for certain companies that you can refer back to.

CONS

I wish there was option or symbol next to documents to see what documents are coming in and what are coming out.

Chelsey

Legal Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Brumley Law FirmPLLC

10 out of 10 and would highly recommend every law firm to use this software.

PROS

CASEpeer is very easy to navigate through, and extremely self explanatory. It helps in all aspects with each and every case.

CONS

Sometimes when I am trying to add an event, after created, i do not see it on the agenda, so i have to go back and add it again.

Paula

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 February 2024

Mendoza review

PROS

It's so easy to manage and use. It's very use friendly

CONS

Nothing at this moment. I have been very happy to use casepeer.

Monica

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed February 2024

Case Peer Review

PROS

It has everything in it you may ever need.

CONS

sometimes it takes a minute to work out the flaws (same with any system).

Chelsea

Law Practice, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed February 2024

Ease of Use and Ease of Understanding

PROS

CASEpeer is very easy to understand which makes training a new employee quick to start.

CONS

There are some unnecessary components to what I do that I have to sift through or ignore.

Sabrina

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed February 2024

CASEpeer Review

PROS

Ease of use and organizational layout..

CONS

I am not crazy about the lack of a dedicated program or application at this point.

Tommy

Legal Services, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2024

CASEpeer for LNC firms

CASEpeer has increased our efficiency and billing time compared to spreadsheets and calendars

PROS

The case management function is top notch for keeping up with issues and sharing with the tea.

CONS

Need better functionality for Chronologies/Timelines

Reason for choosing CASEpeer

Functionality seemed to most closely meet our needs

Kim

Legal Services, 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

4

FUNCTIONALITY

4

Reviewed January 2023

Likes & Dislikes

Discovery is being submitted in a timelier manner and we are avoiding motions being filed against us. I like being able to look at the defendant's tab and see all the necessary contact information for the adjuster and/or the defense attorney.

PROS

I like the "critical notes" so that in the event a client is in bankruptcy or has a child support lien, it doesn't get missed as there are laws for those two specifically that we must adhere to when a case settles; being able to keep track of discovery that is owed to the defense and vice versa; being able to see exactly how many files one person has, the stage in which they are in and when a case was last touched.

CONS

I despise the calendar. It lags, dates get double booked often because there is not a "live update" when things are added. Sometimes, there are things that only show up on the calendar report and never on the picture calendar causing things that need to be done to get missed. Also, when choosing to view ONE attorney's calendar, everything that is on the calendar for everyone in the office shows up. I wish there was some sort of option to "reverse" a file if necessary. There are times that a company will jump file a lawsuit and our client then becomes the defendant in the case. CasePeer isn't set up for that, so the critical note section is the only thing that plays a role in keeping it straight.

Reasons for switching to CASEpeer

When we used Abacus, we only used the calendar and nothing else. We needed something more updated and that would offer the ease of use for most of the options/categories that we needed for our files.

Marlo

Legal Services, 51-200 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 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.

Stephanie

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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2022

The very best case management system

PROS

Tracking our communication with clients and their treatment has been monumental in building value in our cases. Our case flow has improved because we are better able to track case statuses

CONS

Integration was difficult but mostly because resistance from staff

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

Melanie

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:

4

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2023

Rock Solid Case Management Software with Added Client Relations Bonuses - Calling ALL Small Firms!

PROS

CasePeer is pretty rock solid as a casemanagement software! I honestly love this as a case management software. I appreciate that it is expanding to other areas, but those areas are not that strong yet. And I'm ok with that because it does what I need it to well.

CONS

The texting feature is awesome! I just wish it could send out PDFs and the like. The client portal is not my favorite, it's not the most intuitive I think, and there could be more room for exploration on the client's behalf. We're supplementing these features with Kenect and a CRM. While we could use CasePeer as a catch all, it's not there yet. Lead management: I wish there were more areas that could auto-populate when a new lead comes in. My lead capture system holds a lot of data, but when I transfer to CasePeer, it only auto syncs the bare minimum.

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.

Keith

Legal Services, 2-10 employees

Used daily for less than 12 months

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 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.

Tammy

Legal Services, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Adios, Practice Panther!

The integration process was quick and their staff has been great the entire time. We've been using CasePeer for about two years now and they're ass friendly and helpful as ever.

PROS

Featurewise, client texting has been a significant game changer for us along with the task management system. But what I like most is their customer service - they are very responsive, friendly, and have even integrated a couple of our firm's suggestions into their software.

CONS

I think if you have a complicated litigation practice, their discovery and litigation tracking isn't the clearest or most expansive. It's difficult to keep track of service and pleadings when there are multiple parties but only one defendant - like when having to serve a UIM carrier.

Reasons for switching to CASEpeer

Leadership needed a better way to project earnings for the frim.

Cristina

Legal Services, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed May 2023

Civil Litigation Use

Overall it works well and definitely does the job to keep track of deadlines for litigation.

PROS

I like that I can run different types of reports so I can keep track of a lot cases and deadlines at once.

CONS

The main calendar. It's not easy to look at when I want to look at the entire month. Especially working in litigation I need to be able to see the entire month's events and when I get to the bottom of the month I am unable to scroll and see the events. I do switch over the week view which works but sometimes I need to compare to weeks & I would like to be able to see them a the same time.

Ryan

Law Practice, 2-10 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 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.

Zachary

Law Practice, 11-50 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

Herbert Law Group loves CASEpeer

Top notch service and response time

PROS

Top level look at all my cases, making sure nothing gets missed, and I can manage my employees from the platform as well.

CONS

Would love to see batch texting, and automatic texting

Reason for choosing CASEpeer

Out of the box solution

Vicki

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Casepeer

I am very happy with Casepeer. Casepeer is great for calendaring, getting documents signed and contacting clients via text.

PROS

My favorite thing about Casepeer was the litigation tab and the calendaring. Every county has different court rules and the Casepeer was always accurate with the deadlines and different protocols the different courts have.

CONS

The view of the calendar is not always clear especially when having a lot of events in one day, however when linked to outlook, they're much more clear.

Alex

Legal Services, 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 August 2022

We love Case peer!

It’s been a roller coaster switching systems and inter grating data but case peer has been their to guide us all through the process!

PROS

How easy and efficient it is to use. It somewhat feels like Facebook. Love it!

CONS

The texting feature, it was awesome. We like that it’s linked to the profile.

Reasons for switching to CASEpeer

We wanted something updated and easy to use!

Liv

Law Practice, 2-10 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed May 2023

Making my workday easier!

PROS

I like a couple features on casepeer but my favorite would be the texting feature. I really like that I don't have to use my personal phone and I don't have to always call the client for small things like asking them to sign a document I emailed to them or an address to somewhere. I also really like that when she send photos it automatically uploads to photos, it saves me a lot of time! I find CASEpeer to be very easy to use and very efficient. We use it daily in our office.

CONS

I don't like that I can't edit my notes because I'm not an admin. Sometimes I have typos and I don't like having to always ask the office manager to change it especially since she's very busy.

Showing 1 - 25 of 182 Reviews