CASEpeer is cloud-based law practice management software for personal injury lawyers, with high-volume intake management and settlement tracking.
CASEpeer Highlights
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.
Pricing
CASEpeer pricing is based on the size of your firm.
- $55/user/month for 1–3 users, which includes 100GB of storage.
- $70/user/month for 4–9 users, which includes 250GB of storage, plus help setting up 3 letter templates.
- $85/user/month for 10– users, which includes 1TB of storage, plus help setting up 10 letter templates, and a dedicated account manager.
(You can set up as many templates as you want on any plan.)
Features
| CASEpeer | |
|---|---|
| Website | casepeer.com |
| Starting Price | $55/user/month |
| Installation | Cloud |
| Apps | Web app iOS app |
| Email Client | |
| Calendar | ✓ |
| Client/Contact Mgmt | ✓ |
| Case/Matter Mgmt | ✓ |
| Task Management | ✓ |
| Secure Portal | ✓ |
| Conflict Checking | ✓ |
| Document Mgmt | ✓ |
| Document Assembly | ✓ |
| Timekeeping | ✓ |
| Billing & Invoicing | |
| Online Payments | |
| Trust Accounting | ✓ |
| Basic Bookkeeping | ✓ |
| Full Accounting |
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.
Under construction. CASEpeer is relatively new software, which means it doesn’t have all the bells and whistles of more mature product, but new features are being released fairly frequently.
Who CASEpeer is For
CASEpeer is clearly meant for personal injury firms who want to take advantage of the cloud for practice management software.
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.
Did you find this review helpful? Yes (5) No (1)