CASEpeer Software


 

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.

 

CASEpeer - Home tab
 
  • CASEpeer - Home tab
    Home tab
  • CASEpeer - Dashboard
    Dashboard
  • CASEpeer - Negotiations
    Negotiations
  • CASEpeer - Medical treatment
    Medical treatment
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

29 Reviews of CASEpeer

Showing 1-20 of 29

 

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November 2018

November 2018

Great Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

This software is very easy to use and helpful for cases!

Cons

Sometimes the software crashes a bit!

Review Source: Capterra
 

Keith from Law Offices of Jennie Levin
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Best CRM for Personal Injury Firms Hands Down

Ease-of-use

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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.

Review Source: Capterra
 

Cory from McGinn Law, Inc.

March 2018

March 2018

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

Ease-of-use

Functionality

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Ease-of-use
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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.

Review Source: Capterra
 

Clayton from St. Laurent & Associates, P.A
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

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

Ease-of-use

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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.

Review Source: Capterra
 

Krystal from Taps & Gilormo

February 2018

February 2018

Great SaaS product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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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.)

Review Source: Capterra
 

Ari from Ari Friedman Law Offices, P.C.

February 2018

February 2018

Excellent software and a must have for a personal injury firm

Ease-of-use

Functionality

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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...

Review Source: Capterra
 

Sahar from Sahar Malek Law, APC

February 2018

February 2018

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

Ease-of-use

Functionality

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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

Review Source: Capterra
 

Rick from Hessig & Pohl, PLLC
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

This program is a game changer!

Ease-of-use

Functionality

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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.

Review Source: Capterra
 

Joshua from Josh Jones Law, P.A.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

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

Ease-of-use

Functionality

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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.

Review Source: Capterra
 

Zachary from Herbert Law Group PLLC

February 2018

February 2018

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

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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.

Review Source: Capterra
 

Demarcus from The Ward Law Group, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

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

Ease-of-use

Functionality

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Customer Support

Value for Money

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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.

Review Source: Capterra
 

Danny from Law Office of Terrence J. Salerno

February 2018

February 2018

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

Ease-of-use

Functionality

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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.

Review Source: Capterra
 

Dorsay from 911 Legal Team, PC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Best personal injury case management software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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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.

Review Source: Capterra
 

Sam from Nordean Law, APC.

February 2018

February 2018

Best PI software money could buy.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra
 


February 2018

February 2018

Awesome. Functional and Intuitive

Ease-of-use

Functionality

Product Quality

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Value for Money

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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.

Review Source: Capterra
 

Alex from Law Offices of Alex Megeredchian

February 2018

February 2018

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

Ease-of-use

Functionality

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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)

Review Source: Capterra
 

Azadeh from Keshavarz Law APLC

February 2018

February 2018

Excellent and Amazing!

Ease-of-use

Functionality

Product Quality

Value for Money

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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!!

Review Source: Capterra
 

Dorsay from 911 Legal Team, PC

October 2017

October 2017

Game Changer in Personal Injury Case Management

Ease-of-use

Functionality

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Value for Money

Ease-of-use
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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.

Review Source: Capterra
 

Brett from Sachs Burns, APC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Nothing short of excellence!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra
 

Robert from Kirilloff Jowers, PA
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Intuitive design. Fantastic customer service. Would highly recommend!

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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.

Review Source: Capterra