CASEpeer Features

CASEpeer

Modern Case Management Software for Personal Injury Law

4.93/5 (28 reviews)

CASEpeer Feature Summary

  • Lead tracking
  • Automated conflict checking
  • Litigation management
  • Expert witness tracking
  • Automatic statute notifications
  • Court calendaring
  • Discovery management
  • Litigation event tracking
  • Organized virtual cases
  • Generate pre-populated letters, envelopes, and forms
  • Case notes
  • Send and receive client texts
  • Track demands, offers, liens, fees, and costs
  • Lien tracking
  • Negotiation tools
  • Medical treatment tracking
  • Contact histories
  • Task management
  • Custom task flows
  • Streamlined cost requests
  • Trust accounting
  • Settlement calculator
  • Comprehensive settlement tools
  • Firm-wide settlement report
  • Built-in reports
  • Marketing campaign tracking
  • Calendar sync with Google, Outlook, and more
  • Reminders
  • Email tracking
  • Client portal
  • Continuous backup
  • Cloud based
  • HIPAA compliant
  • Advanced search functionality
  • Categories and filtering
  • Customizable permission settings
  • Data export
  • Link related cases
  • Document management

Legal & Law Feature Comparison

Most popular features of all Legal & Law apps

API (19 other apps)
Activity Dashboard (34 other apps)
Automatic Notifications (18 other apps)
Automatic Reminders (27 other apps)
Billable Hours Tracking (20 other apps)
Billing & Invoicing (25 other apps)
Calendar Management (22 other apps)
Case Management (32 other apps)
Custom Fields (18 other apps)
Customizable Templates (17 other apps)
Document Assembly (17 other apps)
Document Storage (27 other apps)
Document Templates (22 other apps)
Email Integration (17 other apps)
Invoice Management (22 other apps)
SSL Security (23 other apps)
Search Functionality (24 other apps)
Task Tracking (20 other apps)
Time & Expense Tracking (22 other apps)
Time Tracking by Client (21 other apps)

Competitor Feature Comparison

CASEpeer Feature Reviews

25 reviewers had the following to say about CASEpeer's features:

Ari Friedman

Excellent software and a must have for a personal injury firm

2018-02-27

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.

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...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Katelyn Cook

Simple, Easy, and Effective.

2016-10-27

Each worker can view all of the tasks from a management field or view them individually on a client's page.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Marlo Yonocruz

Fantastic platform! Easy to use, looks great, makes my job a lot easier!

2016-10-26

I now primarily work with the accounting functions, which greatly helps me manage case costs, settlements, and trust accounts.

Pros

It also keeps track of all the important data points, which is vital to our firm as accuracy is key.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering CASEpeer

If you're looking for great case management software for your firm, Casepeer is definitely the answer. It will lighten your workload, reduce stress over the little things, and help you work smarter, not harder.

Source: Capterra
Helpful?   Yes   No
Read more
Brett Sachs

Nothing short of excellence!

2017-08-16

Pros

The integration to our calling service is outstanding and the ability to mange through our cases is seamless.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Megan Lane

Amazing Product

2016-10-26

It helps your keep all of your cases organized and well documented.

Pros

All the information I need is in one place.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan Miller

Efficient & Intuitive

2016-11-22

Our firm is more efficient because we use it, and our attorneys have a greater sense of control over their cases because of it.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering CASEpeer

I've gotten to know some of the people that run CASEpeer, and it's unique to have developers of a product like this have such an intimate understanding of law firm case management. They're keen to the challenges that case managers, attorneys, and partner-level attorneys face, so you don't have to exhaust yourself explaining what you need done and why - they get it. This is an intangible asset that has proven extremely helpful to us. I know that when I talk to someone at CASEpeer about something in our practice, they'll understand what I'm talking about. Because they understand the industry and the finer details of (in our case) personal injury law, if you've got a management-related issue you're trying to resolve, they've already thought about it. Can't say the same about most software/SAAS companies.

Source: Capterra
Helpful?   Yes   No
Read more
Chloe Way

Makes my life easy!

2016-10-26

Creating documents with a click of a finger saves so much time for other tasks. Once you go Casepeer you won't want to go back.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Joshua Jones

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

2018-02-26

This program is the only program that I have used so far that I actually enjoy using.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rick Hessig

This program is a game changer!

2018-02-26

Ability to work from anyplace.

Pros

Almost unlimited possibilities for reports and tracking customer information.

Cons

You would think a cloud based system would be up to speed on being able to use their program on a mobile device.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Demarcus Ward

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

2018-02-26

Our team case reviews are also more substantive.

Pros

The Help Center is actually useful! Easy to use.

Cons

The template development is very good but could be improved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex Megeredchian

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

2018-02-15

saves you time and money makes you more productive

Pros

I can find out whats going on with a case in seconds!

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Clayton St.Laurent

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

2018-02-27

It organizes cases effectively so anyone in the office can see what's new with a case with a few clicks of a mouse.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Krystal Lokkesmoe

Great SaaS product

2018-02-27

Pros

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.

Cons

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).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Andrew Nissen

CASEpeer is intuitive and powerful

2017-02-14

Our firm was looking for a plaintiff specific case management solution.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Keith Fernandez

Best CRM for Personal Injury Firms Hands Down

2018-06-27

It was a key component in growing my practice in the last year.

Pros

Our team now can anticipate case issues and solve them before they become an issue.

Cons

I wish I could navigate through the firm's tasks quicker.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cory McGinn

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

2018-03-09

Pros

Productivity and profitability can sky rocket due to a user friendly interface, combined with robust document automation.

Cons

Lack of a mobile application for iOS or Android.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Azadeh Keshavarz

Excellent and Amazing!

2018-02-14

Pros

The ease of use, the details it tracks, accessibility, and efficiency!

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Robert Kirilloff

Intuitive design. Fantastic customer service. Would highly recommend!

2017-08-15

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brett Bergener

It's simplified the processes of our law firm

2016-10-27

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.

Pros

See my review!

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering CASEpeer

Keep up all the good work. It's truly an amazing program to use.

Source: Capterra
Helpful?   Yes   No
Read more
Kathy Fenner

Great timesaver and powerful!

2017-02-13

I've just started using this program, and I can see how powerful it is going to be once I have all of my cases put into the program.

Pros

Constantly evolving and getting better and wiser.

Cons

Initial time getting all of the info into the program -- but I'm pretty sure that can't be helped.

Rating breakdown

Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Zachary Herbert

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

2018-02-26

Organization, checklist reminders to follow up with clients, great client communication.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Dorsay Dejam

Game Changer in Personal Injury Case Management

2017-10-07

Pros

Finally an easy to use, reasonably priced personal injury case management software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Danny Leavitt

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

2018-02-26

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ashley Watkins

Organized & User Friendly

2016-11-03

In addition to being easy to use, CasePeer provides a highly effective way to manage client files and the various documentation that comes with each.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sam Nordean

Best PI software money could buy.

2018-02-26

Pros

We are able now to service all of our clients' needs in a more efficient and reliable way.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more