CASEpeer

I would recommend CASEpeer to any personal injury firm

Kommentare: Our firm has had a really good experience with CASEpeer. Anytime that we have needed training they have been quick to set up a time. There have been a few times where I have needed customer support, trying to do some thing out of the ordinary and they have been really quick to respond.

Vorteile:

We have made CASEpeer an integral part to our personal injury law practice. It is the client file. We also use it to track our marketing efforts, our staff productivity, and our contingency fees.

Nachteile:

I think the only thing that was difficult about casepeer, was making sure that our entire team was all on the same page about the case stages. That was probably more on our end than anything that case Pierre could have done differently.

Solution Law CasePeer Review

Vorteile:

I enjoy the organization and how easy it is to find what you need. I also enjoy the constant seminars to learn new methods of using the system.

Nachteile:

I do not enjoy having to choose each picture to delete and once deleted the page refreshes and starts at the top again.

CP review

Kommentare: Organizing cases, keeping track of what is going on with each file.

Vorteile:

The task, calendar and note features are what we mainly use.

Nachteile:

Most clients need repeated instructions on how to sign up to the portal. A simple note explaining what to do would help. Chart Squad feature does not seem to work. We are not using most of the features - like, organizing the documents, seems a bit confusing.

Easy to Use & Adapt.

Kommentare: Easy to use. And if you are a bit curious and have the courage to get into it, you can learn some features and self teach. It is that easy to use.

Vorteile:

User friendly. Very good for time keeping time tracking. They though of everything and intergraded it into the application.

Nachteile:

As a result of trying to intergrade all the angles of work or in other word because the put A to Z in to the platform, some of the functions need more attention to make it more useful and practical.

LOVE Casepeer

Vorteile:

I love this program so much I pushed it on my new firm. The ease of use is what gets me. The layout makes so much sense, and its user friendly.

Nachteile:

I wish we could add or take away case status. The settlement tab needs some work too. You should be able to see who has a lien on the settlement tab within the medical provider tab. We would also like to be able to call providers or at least be able to click on them from the settlement tab.

Casepeer Feedback

Kommentare: Amazing! I really like it compared to previous platforms I have used.

Vorteile:

I really like how it is very user-friendly. I think it is easy to navigate when being a first-time user. I also love how you can link something to the file through email.

Nachteile:

The documents being all scattered and having to really comb through it when looking for something can get tedious. And that you cant edit notes.

Client Management

Kommentare: 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

Vorteile:

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

Nachteile:

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

Brumley Law FirmPLLC

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

Vorteile:

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

Nachteile:

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.

Mendoza review

Vorteile:

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

Nachteile:

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

CasePeer Review

Vorteile:

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

Nachteile:

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

One Stop Shop

Kommentare: Exceptional. CASEpeer has made my entire practice more efficient and has saved me countless hours of time and staff costs over the years.

Vorteile:

CASEpeer is designed specifically for Personal Injury practice and each feature is put together with best practices in mind.

Nachteile:

My only problem is that I would love to be able to assign tasks to individual users directly from the mail center when I review new documents.

Happy assistants make for a happy attorney.

Kommentare: Excellent

Vorteile:

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.

Nachteile:

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.

Using CP

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

Vorteile:

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.

Nachteile:

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.

Legal Intake

Vorteile:

Daily tasking is very easy. Texting and BCC for email is very useful.

Nachteile:

It would be helpful when you are searching for a name that all cases for that name appear in the initial search not just open cases, you have to into a full search to see the names of clients with closed files.

Meghan M.

Vorteile:

Easy to navigate and I like the fact that it keeps track of all my work even completed task.

Nachteile:

Would like to be able to edit notes when a mistake is made or saved note to wrong case.

Decent case management platform - for Plaintiff's firms

Kommentare: Overall, we're satisfied. Not stellar, but no hatred or daily frustration.

Vorteile:

PROS: Notes feature, document tagging, document folders, speed - can switch between tabs/look at documents/upload/download easily and quickly, easily customizable templates that make advancing a case pretty easy, reliable text messaging with clients, simplified pricing in the mid range of competitors, responsive customer service via online chat - but they are never really able to actually solve most things, just educate/train, tagging other users on a note or document assists with advancing cases and ensuring good team communication.

Nachteile:

CONS: Lack of customization for key things like case types, always assuming the client is the plaintiff (and never the defendant, confusion for conflict checks re: deceased parties, lack of being able to identify in ALL person fields that someone is deceased/if it's related to the matter/date of death/next of kin, lack of customer input into new features, lack of communication about what CP is working on with future/coming soon upgrades, providing new features that no one cares about and not giving us ones that matter, being focused on almost nothing but car accident plaintiff cases (making it hard to adapt the platform for all case types).

Much needed software

Kommentare: I absolutely love it!

Vorteile:

It is very easy to navigate. Our offices uses it often. Makes case managing SO VERY EASY.

Nachteile:

There really isn't anything negative to say.

Finally Found a PI Friendly CMS!

Kommentare: Fantastic! The customer service is so fast! Whenever we have a question, they're quick to respond within hours.

Vorteile:

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.

Nachteile:

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.

My Review

Vorteile:

I can arrange the tabs and medical providers in the order want.

Nachteile:

I wish the medical tab had a note section under each provider for the follow ups on medical requests. I used Needles and it had a note section, made it very easy to keep track of follow ups in one place.

Great but could use some work

Vorteile:

Its very easy to use, and self-explanatory.

Nachteile:

litigation folder is really sub-par. Its not really useful at all outside of plugging in information. Deadlines are not self-calculated which is very important when it comes to trials and deadlines. It can really be better, its far too basic.Also, there is no way to get a full case list of open files - like a folder where all the open/close/etc cases can be found. You have to search by name which is ok if you have a low case count but could be an issue when there are more cases.

Quick start - low barrier to use

Kommentare: We are better at keeping notes of conversations and emails all in one spot by using casepeer. Our client communication increased and client satisfaction increased with the ability to text or email directly from Casepeer in a way that kept the conversation within the file.

Vorteile:

Even new employees who haven't worked in law before have very little trouble figuring out how to use Casepeer in very short time. We also really loved that there wasn't a lengthy onboarding time (a common problem when switching case management programs). Texting and being able to have clients e-sign documents that are then auto uploaded into their file was especially useful during COVID.

Nachteile:

It isn't as user friendly from a mobile device or tablet. This is unfortunate as sometimes I need to be able to access cases while traveling and would prefer to use my ipad and not have to travel with the laptop. But I really had to think hard about what I liked "least" as overall Casepeer has been top notch for us.

simply the best!

Kommentare: 5 starseasy to useeasy to customizeeverything is visibleeverything is easily accessible& customer service is great

Vorteile:

I love everything about Casepeer.Every law firm I go to that does not have Casepeer I introduce it and luckily have been able to implement it.Casepeer is very easy to use and customize it. I rely heavily on Casepeer for my everyday tasks and client communication, it truly helps you stay organized and shows all the work youve done on a case and time you have spent.I have worked with many many other similar softwares but none compare to Casepeer.

Nachteile:

I don't have any complaints, again this is my favorite case management software.

CASEpeer is the best software system for Case Management I have used

Vorteile:

CASEpeer is incredibly easy to use and navigate. In addition to its standard use, you can implement CASEplan which sets automatic reminders and or tasks that you can set up at your discretion. You can also run critical reports in just a few moments.

Nachteile:

CASEpeer is excellent for managing car accidents and other personal injury matters, however, I don't think it's the best for Workers' Compensation matters.

CasePeer Review

Kommentare: This program helps our office manage our clients and stay up to date on each case. The tasks are very helpful to keep all staff on the same page. The text messaging feature is also very helpful with clients.

Vorteile:

This program is very user-friendly. When issues do arise, the support staff is very prompt and helpful. The reports are also very helpful.

Nachteile:

The templates could use some improvement so that it can pull information from multiple tabs as needed. I would like a little more ability to arrange sections on a tab how it is best use for me - such as being able to move events to top of litigation page. The calendar could use some improvement as well.

Making my workday easier!

Vorteile:

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.

Nachteile:

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.