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

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

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

It's the best legal case management software I have ever used. I feel like if more offices had access to it they would see an improvement in performance within the first few months.

CASEpeer is very easy to use and keep track of cases. Everything is easy to locate, which makes managing cases simple. It has helped me become more productive in my job and take on more responsibilities.

I don't like how long it takes for documents to load in the documents tab.

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

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

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

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

CASEpeer does not stand out from other case management software.

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.

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

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

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

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

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.

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

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

It has everything in it you may ever need.

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

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

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

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

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

Need better functionality for Chronologies/Timelines

Casepeer is an extremely sophisticated tool that makes my job easier every day by providing a well organized and easy to navigate interface for our client files and cases. Before Casepeer, I used 5 separate programs to achieve the same effect that Casepeer does all on it's own. I am grateful for the extremely smart and friendly team at Casepeer for always going above and beyond to make sure their product is top-notch!

Casepeer is a fabulous legal case management program that has helped us provide our clients with top notch service and win big cases. Casepeer does an amazing job keeping our client files and information highly organized and easy to access.

Although Casepeer has taken huge strides over the last two years by working with their clients to improve their legal software and ensure that their product is user friendly, I still feel that their calendaring system could use some improvement. The ability to add calendar rules to an important trial date is functional, but I wish some of the dates could be easily customizable within that function. I also do not love the "look" or design of the calendar and that is one of the primary functions I use Casepeer for.

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.

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.

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.

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

Integration was difficult but mostly because resistance from staff

Excellent

The ready-made PI file management is excellent. The integrated client texting is phenomenal for keeping clients up -to-date and the warnings regarding stale cases is fantastic. Also, using the eSignature feature has been a game-changes. All-in -all fantastic product. There are few tweaks I would love to make, but still worth it.

Needs a far better NEGOTIATIONS tab/section, the settlement worksheet is not intuitive and should be able to be run without creating accounting inputs, and the cost tracking, especially for soft costs owed to the firm but not paid in advance, need to be reworked and refined. Needs to more user customizable. The calendar is also better and more robust on my prior software. Also, on a small peeve is that under UM insurance the adjuster has to be categorized as "bodily injury" instead of just UM adjuster.

Simply the best. I will never use anything else!

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.

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)

The ability to track medical records and billing was difficult and time-consuming. With CasePeer, the record tracking is highly manageable and provides accurate information for the attorney without requiring me to stop a task to answer his questions.

I appreciate the program as a whole. For example, the Home page for each client provides immediate case status at a glance. The program allows me to move to specific information on the case without wasting time. The overall management of information keeps the cases highly organized which gives the attorney the tools he needs to pursue a successful result for our clients.

The ability to incorporate standard document templates could be a bit easier, more user-friendly.

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.

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

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.

Very easy to use, lots of shortcuts, templates are especially helpful.

Keyword selection could be expanded, especially for the health insurance section.

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.

See my review!

No cons when you can make the necessary changes needed to fit your needs.

Bets part of CASEpeer is thee efficent ability to have treatment and costs all compiled for you when a case is ready for settlement. You update as you go, its the assistant you had been wanting but best part is everyone gets to use the same function and be on the same page.

Cons do come with every platform, I believe there can be better user ability with the open cases under the reports tab. It takes quite some time for it to load along with the medpay features under settlement, it can get confusing.

Overall CP has been responsive if we have encountered any issues, and a solid product for our case management.

My favorite features are the client texting and searchable notes. The notes are accessible to all, and have been very helpful in managing all my cases, and not having to figure out where notes were saved in a file. Its universal and accessible to all.

The documents are not as easy to categorize/ organize. I don't use this feature because it does not have the ease of access I'd like.

Great!

The accessibility and ease. Team members were able to learn quickly.

Even if some things are harder to use, the customer service is great at getting back to us with answers.

Easy to use interphase, reports are fine, case notes with tag

Not a whole lot of development since I began using it in 2017

What I like the most about CASEpeer is how easy it is to maneuver through cases. Having all of the case information bundled together is extremely helpful. I also really like how easy it is for users to work together by leaving notes, assigning tasks, and the ability to continue adding documents and updates. It's really helpful to see when a Case status is changed from, let's say, an "Intake" to "PreSuit" and who changed that status.

I'm still extremely new to using CASEpeer, so I may have missed it somewhere, but it would be really helpful to have a "Download Case" Option, as it's essential to have backups of all the information on a separate server. The product is extremely helpful within its own confines, but it would be nice to have the ability to also download all of the information/documents for a case on CASEpeer rather than manually having to transfer all of the information. Again, I may have missed something and this is already an option, I still have so much more research and playing around to do!