CASEpeer Reviews & Pricing

Key Features

• Personal Injury Case Management: Track everything case-related, from timelines and tasks to litigation and documentation. 
  • Case Timelines: Follow case timelines to monitor and evaluate case progression and team communication. 
  • Tasks: Assign responsibilities to team members with clear-cut deadlines, priority levels and reminders. Notify all relevant parties when a task is assigned and completed. Set up trigger-based workflows to dictate case assignments. 
  • Litigation: Best practice litigation tools provide visibility into deadlines, discovery requests, defense counsels and expert witnesses. 
  • Medical Treatment: Maintain a detailed record of injuries, doctor’s appointments, payments, bills and more. 
• Security: Secure confidential information with rolling backups and server redundancy controls. Hosted on Amazon Web Services for maximum protection. 
• Client Experience: Channel all customer interaction and communication through one place. Clients can view the firm’s contact information and send emails to caseworkers. Attorneys can send images, messages, documents and notes whenever required. 
  • eSignature: Electronically sign contracts, intake forms and fee agreements. Choose from a variety of e-signature templates and get real-time progress reports. 
  • Client Portal: Control access to the client portal and critical information. Attach client contact details and documents to related cases. 
• Practice Management: Simplify practice management with automated processes. Implement workflows for document management, status updates, task assignments, notes, accounting and more. 
• Legal Calendar: Manage reminders, important events, deadlines, litigation and more in real time. Automatically sync with pre-existing calendars, including Outlook, Google, Office 365, Exchange and iCal. Access relevant case files directly from calendar entries. 
• Accounting: Communicate with the accounting department to recover all case-related expenses. Integrate with external accounting applications, such as QuickBooks Online and Soluno. Simultaneously manage both trust and operating accounts and log all trust transactions. 
• Documentation: Store an unlimited number of files and flag faulty documents. Manage editing permissions and file access on the go. Integrates with Onedrive and Dropbox. 
• Case Leads: Leverage best practice intake forms to record lead data. Automatically collect relevant details, including incident type, referral source and injury checklist. Assign lead values based on intake checklists and prioritize follow-ups accordingly. 
  • Intake Window: Track the performance of intake managers and marketing campaigns. 
• Automation: Implement automated workflows to synchronize litigation deadlines with jurisdictional court rules. Set up custom workflows to assign tasks based on client information and case status. 
• Reporting: Choose from various tried and tested reports to monitor the firm’s financial health. Access latest data-driven insights, including team performance, conversion rates, personal injury KPIs, marketing ROI, turnaround time and more. 
  • Marketing ROI: Get in-depth insights into the firm’s ROI. Evaluate leads obtained from marketing campaigns, referrals and other sources and compare them against retention and resolution rates. 
  • Resource Optimization: Run reports on leads, costs, productivity, statutes and more. Get real-time visibility into financial and administrative processes. Use cloud-searching capabilities to locate the right information at the right time. 
  • Performance Benchmarking: Monitor team performance metrics and compare them against industry benchmarks. Identify high-performing attorneys, track engagement rates and set individual performance goals. Provide additional support to employees with recurring issues. 

Limitations

•  Lacks a mobile app for Android. 
•  Invoicing capabilities are not best-in-class. 

Suite Support