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.