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CASEpeer Review: Law Practice Management Software

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Lawyerist Rating for CASEpeer

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Rating Breakdown

Our Rating: 4.4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 5/5 (based on 1 rating)

The community rating is based on the average of the community reviews below.

Composite Rating: 4.6/5

The composite rating is a weighted average of our rating and the community ratings below.

4.6/5

Overview
Featured Rating

What is CASEpeer?

CASEpeer is clearly meant for personal injury firms who are looking for robust, cloud-based Law Practice Management Software. It is built to be relatively plug-and-play for most firms. However, attorneys with systems and processes in place will likely find particular features, like settlement calculators, demand trackers, and other very specific Personal Injury reports, extremely helpful.

Starting Cost: $85/user/month

Pros
Cons
  • Limited Intake
  • Complex Initial Set-up
  • Weak Accounting
Overview
Featured Ratings

CASEpeer Review: Law Practice Management Software Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
Featured Rating
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CASEpeer Review: Law Practice Management Software Video

Compare with Other Law Practice Management Software Products Download the Field Guide

Product Details

Apps
  • iOS
  • Web
Installation
  • Cloud
Software Integrations
  • Dropbox
  • G Suite
  • Microsoft Exchange
  • Microsoft Office 365
  • Microsoft Outlook
  • QuickBooks Online
  • ApexChat
  • MailChimp
  • Captorra
  • QuickBooks
  • eFax
  • Alert Communications
  • Ngage Live Chat
  • CalendarRules
  • ChartSquad
  • Client Chat Live
  • LeadDocket
  • Soluno

Core Features

For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

Case/Matter Management

Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.

Client/Contact Management

Managing clients and other contacts is a core feature of law practice management software.

Task Management

Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.

Calendar

As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.

Timekeeping

Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.

Conflict Checking

An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.

Email Client

Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.)

Text Messaging

Can you send and receive text messages and associate them with your matters?

Document Management

Basic document management allows you to add documents and associate them with your cases/matters.

Document Assembly

Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.

Secure Client Portal

Basic Bookkeeping

This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.

Trust Accounting

This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.

Full Accounting

Some software includes full double-entry accounting features, making additional accounting software unnecessary.

Billing & Invoicing

Does the software allow you to send bills or invoices?

Online Payments

Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.

Open API

Compare CASEpeer Similar Products

Select another product to compare:

CASEpeer

4.6/5

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Pros
Cons
  • Limited Intake
  • Complex Initial Set-up
  • Weak Accounting

Filevine

4.3/5

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Cons
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  • Basic Task Management
  • No Client Portal
Read Filevine Review

4.4/5

Image of Casefleet Law Practice Management Software logo
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  • 20
Cons
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Frequently Asked Questions

Where can I use CASEpeer?

As a cloud-based application, CASEpeer can be used from any modern browser.

What is the price of CASEpeer?

CASEpeer does not advertise their pricing online. This makes some sense, as the product is relatively customizable and each PI firm will likely need something a little different from them.

Is CASEpeer secure?

It is generally as secure as comparable practice management platforms. They encrypt client data as it’s being transferred from the user to the application over the internet which is generally considered bank-grade

Does CASEpeer integrate with Microsoft 365?

Yes. The platform integrates with Outlook, Office Online, and Microsoft Exchange. It has additional integrations with OneDrive, and OneDrive business. At the time of this review CASEpeer does not appear to integrate directly with SharePoint.

Does CASEpeer integrate with Google Workspace?

As of this review, CASEpeer integrates with Google Calendars. It does not appear to integrate with Google Drive, Gmail, or other Google Workspaces products.

Can CASEpeer handle my Trust Accounting?

CASEpeer is intended for Personal Injury attorneys. As such, it can handle PI trust accounting with relative ease. For those who have special cases, they also have an integration with their sister company Soluno.

Can I accept online payments with CASEpeer Review: Law Practice Management Software?

Yes. However, users will need to integrate a third party application like LawPay, Quickbooks, or Soluno.

Does CASEpeer integrate with Zapier?

Yes. Users can integrate with a host of products beyond what CASEpeer advertises using Zapier.

Can I automate documents with CASEpeer?

Yes. The platform has mail-merge style document creation built into its automation features.

Is CASEpeer compatible with both PC and Mac?

As a cloud-based product, the app is compatible with both PC and Mac using any modern browser.

Additional Details about CASEpeer

Intake management. You can add potential clients to CASEpeer and start tracking them as leads. Plus, you’ll get reports for each lawyer’s lead-to-client conversion rates and marketing campaign so you can see where your return on investment is highest.

Case management customized for personal injury practices. Tabs for property damage, patient treatment status, medical bills, discovery, expert witnesses, and accident details help you keep track of key information.

Settlement tracking. CASEpeer provides space for tracking negotiations with third parties and lienholders, and a settlement management dashboard gives you a firm-wide view of pending offers and demands.

Document assembly. You can upload document templates, and at higher pricing tiers, CASEpeer will help you create them.

Things You Might Want to Know

Security. Data is stored with Amazon Web Services, and it is HIPAA-compliant.

Migration. CASEpeer can import some data directly from Excel, and will help you transition from existing law practice management software by working with you and your current provider directly.

Apps and integrations. CASEpeer offers a iOS mobile app as well as several major integrations: Office 365, Outlook, Google Calendar, and iCloud. Other integrations include Calendar Rules and eFax. It also offers timekeeping and basic bookkeeping functionalities.

Who CASEpeer is For

CASEpeer is clearly meant for personal injury firms who are looking for robust, cloud-based Law Practice Management Software. It is built to be relatively plug-and-play for most firms. However, attorneys with systems and processes in place will likely find particular features, like settlement calculators, demand trackers, and other very specific Personal Injury reports, extremely helpful.

Alternatively, Practices that rely heavily on billing and invoicing will likely want to look elsewhere.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

Ipad featuring field guide pdf

CASEpeer Community Reviews

5

Based on 1 Rating

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  • Keith F. says:
    June 20, 2018 at 11:05 pm

    Lightyears ahead of the other CRMs

    CasePeer is secret weapon in the Personal Injury spectrum.

    On the surface, it appears to be similar to Clio, Filevine, etc… although once you start using it, you’ll understand the power that it gives any sized PI firm.

    Incredibly user-friendly but also jam-packed with PI specific tools that allow you to view firm-wide Demands, offers, and client communication. The settlement section alone is worth the transfer.

    Trust me, if you’re in personal injury use CasePeer. You will not be let down.

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