CASEpeer review

When the caseload keeps building up or when legal matters become more complex, it’s important to always be on top to get those cases to success. This equally applies to personal injury cases, whose issues and resolutions may drag on for a while. One thing that you and your firm can do to ease your practice management is to get the help of a legal management software such as CASEpeer.

What is CASEpeer?

CASEpeer is a case management software or practice management solution (PMS) that is made specifically for personal injury law firms. It helps lawyers and firms streamline their operations and increase their productivity through the different features it offers. It’s also a cloud-based software, making it easy for users to access and store important documents.

With CASEpeer, every step in assisting clients is simplified through automation. From client intakes, until the matter is decided or resolved, CASEpeer has the right tools that lawyers and firms can use. It also helps users deal with clients and evaluate the performance of their peers within the firm.

How does CASEpeer work?

CASEpeer has these main features to help your personal injury firm with its caseload:

• Case management: helps with the handling of virtual documents, weekly and monthly tasks of lawyers, and the tracking of case developments
• Client experience: tools that improve the way clients and lawyers communicate with each other, from client intakes until a case is closed
• Practice management: assists in the accounting with the firm’s expenses and clients’ trusts, including the automation of trivial tasks
• Firm reporting: supports firms in tracking their specific KPIs, such as in the generation of the KPI-based reports

Here’s a sneak peek into what CASEpeer has to offer:

For other articles on how to improve your firm’s workflow and operations, head over to our Practice Management page.

Case management

From when a client comes to you, to when the case is filed in court (or settled), CASEpeer can help you track every personal injury case you’re handling through these features:

• using the software’s summary screen, you can monitor and evaluate each case in just one glance
• your case files will be organized to help you and your team track all activities and communications with your clients
• providing you a tasks manager to help your team be updated on each case, along with the tasks along the way

Negotiation tracker and settlement reports

CASEpeer offers a built-in negotiation tracker that will help you determine the value of each future case. You can also see much like a settlement report through the same software. Briefly, this feature of CASEpeer can help your firm:

• identify high value cases quickly
• improve negotiations with all handled cases
• identify reductions in lien negotiations
• track demands and offers for negotiations
• evaluate metrics of insurance companies
• monitor multiple client trusts all at the same time

Digital task management

Part of CASEpeer is a digital task manager that integrates all workloads of multiple users into one dashboard. Each task is properly assigned to a particular person and is labelled according to status and update (e.g., “treating” or “pending demand”). The tasks are also specified according to priority, i.e. urgent or regular.

Reminder notifications may also be set according to the data in this digital task manager. If one task is completed, a notification may also be sent to the user’s team.

Security of case management and client data

Another concern of most users — which is also addressed through CASEpeer — is the security of the program. The software uses industry-standard security, much like the other secure web-based SaaS software solutions. You are assured that there are security measures put in place, such as:

• backup procedures (e.g., rolling backups throughout the day) for both data and documents
• regular updates and feature releases, ensuring that the software is updated on the most recent security standards
• protection of all client information with CASEpeer being hosted through Amazon Web Services
• server redundancy will ensure that another server will take over when one server goes down
• access to the software may be restricted by IP address, or giving specific teammates varying permission to access CASEpeer from anywhere

Practice management

Managing your firm’s operation smoothly and effortlessly is the CASEpeer’s main goal, and its practice management tools are here to help you with that. At the center of all these is the automation of redundant and time-consuming tasks, such as:

• syncing litigation deadlines to the calendar
• document and letters creation, using templates
• statute notifications and notes creation
• task workflows and triggers based on case status, age, or client information

Expenses tracking

When it comes to your case costs and client trust activity, these can be virtually tracked using CASEpeer. With its built-in cost management, time logging, and client trust tracking tool, you can:

• track out-of-pocket case expenses for future reference
• simplify check requests and cost approvals
• check trust balances, including disbursements

Client experience

CASEpeer can help you communicate with your clients during case building or to update them on their case. Within the system is a client portal where your clients can receive messages from you and your team. Here, you can choose who has access to the client portal, and flag priority cases. There’s also an in-app text messaging and email tool where you can send and receive texts from your clients.

When any of the legal documents are now ready, you can use the system’s e-signature tools both for your team’s and your client’s end.

Client intake

Having a clear intake process not only makes it easier for you and your team, but also for your clients. With CASEpeer’s client intake feature especially made for personal injury firms, you can:

• choose only the vital information (e.g., accident type, referral source) that you need for each lead
• simplify the collection of information through intake forms and injury checklists
• automatically link and share incident details among different but connected personal injury cases
• evaluate high-value leads, so that you can prioritize follow-ups and tasks for these leads
• easily transition leads to retained cases through automated processes

Firm reporting

Evaluating the performance and productivity of your firm is vital in making important decisions moving forward. For this, CASEpeer has the feature to help your assessments through objective reports using the data it also has, such as:

• case status
• financial standing
• tasks completed
• turnaround time
• conversion and retention rates

CASEpeer can also guide you in identifying performance issues and monitoring employee goals.

Integrations with CASEpeer

Here are some third-party apps and software that you can integrate with CASEpeer:

Calendar integrations

CASEpeer can be synced with any of the following calendars used by the firm:

• Google
• Outlook
• Office 365
• Exchange
• iCalendar

Through the calendar already integrated with CASEpeer, you can instantly check your meeting schedules, court appearances, deadlines, and other tasks for each case.

Reminders and notifications can be automated, which you can set up ahead of time. The integrated calendar may also be used with quick links to the needed files, eliminating manual searches when looking for these files.

CASEpeer’s unique features

Aside from the standard tools that CASEpeer has, it also offers two upcoming unique features:

• CASEpeer IQ: the AI tool which will increase the automation processes found in case, practice, and client management
• CASEpeer Smart Spend: allows you to pay, track, and manage your expenses (both for the firm and your clients) using a credit card

These upcoming features show that the system is constantly upgrading itself as it adjusts to tech developments and client demands.

Creating strong personal injury demand packages is essential to maximize settlements. Legal software, like CASEpeer, simplifies this process. Learn our key pointers for developing a high-quality demand package and how case management software can help: https://t.co/JO5y8paW9T pic.twitter.com/GZjluguetk

— CASEpeer (@CASEpeer) May 13, 2024

How can I subscribe to CASEpeer?

If your firm is interested in signing up, you and your team can book a demo with CASEpeer’s support team. Just click on the “Get a Demo” button on their official website to fill out some necessary details. After this, a CASEpeer representative will be in touch.

Minimum specs

CASEpeer suggests the following minimum requirements to have a better experience of the software:

• internet connection: minimum of 10 Mbps for upload and download
• browser: the most recent version of Google Chrome
• computer: works either on Mac or PC computers

How much does CASEpeer cost?

CASEpeer has three plans that you can choose from:

The availability of the features discussed above may vary depending on your chosen plan. While there is no limit as to how many active users can be added to your account, the monthly subscription rate will depend on the number of these active users. These users can be a mix of partners, associates, and firm staff who need access to CASEpeer.

When it comes to additional fees, there’s no long-term contract or setup fee required, unlike other legal management software.

Basic vs. Pro vs. Advanced

Here’s a comparison of the features of CASEpeer’s three different plans:

Here’s a short video for more on CASEpeer’s Advanced plan:

CASEpeer add-ons

Across the different subscription plans of CASEpeer are add-ons that you can include, subject to additional fees. Its availability will also depend on your chosen plan.

These add-ons and which plan is it available are the following:

Available for all plans

• Outlook add-on
• E-signature feature

Only in Pro and Advanced plans

• e-signature request texting feature

To know more about the prices of these add-ons, contact your CASEpeer representative during or after the scheduled demo.

Upgrading, downgrading, or cancelling the account

If after some time you want to change the plan that you’re using, you may upgrade or downgrade your account at any time. Changes may be prorated when upgrading or downgrading.

Your account may also be cancelled at any time with no additional costs. A CSV of the backed-up data may also be requested at any time. Anytime you want to cancel your subscriptions, you can easily export data out of your CASEpeer.

How to contact CASEpeer’s support team

There are several ways for users and clients to reach out to CASEpeer’s support team. The following concerns can be simply raised through phone:

• client support
• sales support
• data migration

To reach out to their support team, you may:

• contact CASEpeer by email or chat, details are all found on their website
• contact the support team through the built-in support chat within the system

For answers to FAQs, you may go over CASEpeer’s Resource Centre, which is a collection of webinars, tutorials, and articles for you and your permitted users.

Support during onboarding

Aside from the support CASEpeer provides when you encounter problems in your daily use of the system, free support and unlimited free training are also available during onboarding. This one-on-one support can be arranged with your CASEpeer representative, who will assist you through the process.

CASEpeer: practice management system for personal injury firms

Relying on new technology to improve your firm’s performance will make you stand out among the rest. With transactions being made easier, client relationships taken care of, along with internal control, your personal injury firm can surely manage multiple cases with ease through CASEpeer.

Check out reviews of other practice management solutions on our Legal Technology page.