CASEpeer Review, Pricing & Features

CASEpeer Review, Pricing & Features

CASEpeer is a legal practice management solution tailored for personal injury attorneys.

Pros

  • CASEpeer is one of the only solutions that specializes in personal injury cases
  • Case management features include injury and medical treatment tracking
  • CASEpeer offers two-way texting capabilities

Cons

  • CASEpeer does not include online payment processing
  • CASEpeer does not include timers, and time entries must be logged manually
  • Invoicing features are less robust than many of its competitors

Analyst's Rating

87

What is CASEpeer?

CASEpeer is a popular legal practice management solution that allows personal injury attorneys to optimize operations and grow their businesses. Features found in CASEpeer include contact management, case management, medical treatment management, and reporting.

Try CASEpeer Today

Table of Contents

CASEpeer Review Summary

CASEpeer was founded by Darren Fancher in 2015. This solution offers features that allow personal injury attorneys to grow their law firms. These features include contact management, case management, medical treatment management, and reporting.

About 90% of CASEpeer customers handle personal injury cases exclusively. CASEpeer pricing is comparable to many of its competitors, and ranges from $65 to $85 per user per month.

CASEpeer is one of the only legal practice management solutions that focuses on personal injury cases. If you are a personal injury attorney searching for a solution with features tailored to your practice area, we recommend CASEpeer for your law firm. However, if you are not a personal injury attorney, you should look for another solution that better fit your needs. Additionally, if robust invoicing, time tracking, or online payments are must-have features, you should consider testing solutions like Clio Manage or PracticePanther.

CASEpeer Pricing & Cost

CASEpeer pricing ranges from $65 to $85 per user per month. Also, CASEpeer charges a one-time activation fee of $225 to $875 per account. Here’s an overview of CASEpeer’s pricing plans:

Solo plan
  • $65 per user per month
  • $225 activation fee
Emerging plan
  • $75 per user per month
  • $475 activation fee
Enterprise plan
  • $85 per user per month
  • $875 activation fee

CASEpeer Features

Below, we'll discuss the key features of CASEpeer, and how they can streamline your workflow and automate many of your day-to-day tasks. We include screenshots of the product to give you a sense of its design and layout.

Dashboard

CASEpeer includes a dashboard that allows you to track items that should be consistently monitored. Here are some of the modules included in CASEpeer’s dashboard:

  • Calendar
  • Inactive cases
  • New messages
  • Open cases
  • Open tasks
  • Pending statutes
  • Recent cases
  • Today’s tasks
CASEpeer dashboard image

Client Intake

CASEpeer includes tools that streamline the client intake process. You can use CASEpeer’s intake management screen to track leads, and monitor the statuses of each client as they progress through your sales pipeline.

CASEpeer intake management screen image

CASEpeer allows you to create customizable client intake forms for each case type. You can add custom fields to capture details you desire including:

  • Case type
  • Incident address
  • Incident date
  • Injury checklist
  • Lead contact details
  • Referral source

Case Management

CASEpeer includes tools that allow you to organize and track essential case information. Some of the most important items you can manage in CASEpeer include:

  • Billing
  • Case activity
  • Property damage
  • Contact information
  • Defendants
  • Health insurance
  • Incidents
  • Recordings and photos
  • Settlement advance
  • Texts exchanged with clients
CASEpeer case management image

CASEpeer offers features to efficiently manage medical treatments. With this solution, you can track your client’s injuries, previous surgeries, and bills owed & paid. Additionally, CASEpeer allows you to track medical provider interactions to assist you during lien negotiations. Medical provider information you can track include:

  • Adjustments
  • Average billing per case
  • Average reductions
  • Contact information
  • Lien holder history
  • Previous reduction rates
  • Prior cases

Contact Management

CASEpeer includes contact management tools to help manage relationships with clients, judges, and witnesses. For any given individual, you can store critical information including:

  • Name
  • Billing address
  • Insurance information
  • Phone number
  • Email
  • Notes

You can also store contact information for medical providers in CASEpeer. Medical provider information you can store include:

  • Billing address
  • Specialties
  • Location
  • Notes
  • Lien and LOPs acceptance

Calendar

CASEpeer’s legal calendaring software helps you efficiently schedule key events. You can link events to your cases, and view tasks, meetings, and deadlines across your case load. Additionally, CASEpeer includes a legal deadline calculator that allows you to quickly and accurately schedule events relative to trigger dates.

Task Management

CASEpeer offers tools that allow you to monitor important tasks on an individual and firm-wide level. In the management module, you can view open tasks and completed tasks. You can mark certain tasks as urgent which will prioritize them on the task list.

CASEpeer includes task workflow features that automatically assign tasks to your firm members as your cases progress. These workflows are customizable, and can be configured for different due dates and assignees.

Document Management

CASEpeer allows you to securely store critical documents in its database. This solution offers unlimited data storage. Additionally, CASEpeer includes search tools and shortcuts to help you quickly find the documents you are looking for.

CASEpeer includes document automation that accelerates correspondence with your clients. You can create custom templates with merge fields that CASEpeer will automatically populate based on case information.

Time and Expense Tracking

CASEpeer allows you to track time for cases that are billed hourly. You can set your hourly rate, and manually log the amount of time worked. CASEpeer’s time tracking features are less robust than many of its competitors, and does not include a built-in timer.

Additionally, CASEpeer allows you to track out-of-pocket expenses. You can add cost details directly to your cases, and track payment statuses. Also, you can create check requests that can be sent to your clients with outstanding balances.

Online Client Portal

CASEpeer’s online client portal allows your clients to securely interact with your law firm. The client portal allows you to:

  • Send messages
  • View documents
  • Share photos

Mobile Application

CASEpeer offers a mobile application that allows you to remotely access the platform. Here are some of the tasks you can execute in the mobile application:

  • Assign tasks
  • Create cases
  • Receive notifications
  • Schedule calendar events
  • Send messages

Accounting

CASEpeer does not include built-in accounting tools. However, CASEpeer includes features to create and track cost requests that can be exported as CSV or Excel files. Additionally, CASEpeer integrates with QuickBooks.

Reporting

CASEpeer’s reporting tools increase visibility into your law firm’s productivity and performance. Here are some of the built-in reports you can generate in CASEpeer:

  • Client trust report
  • Closed cases report
  • Insurance adjusters report
  • Intake report
  • Health providers report
  • Open cases report
  • Productivity report
  • Retained cases report
  • Time tracking report

Integrations

CASEpeer offers several integrations with third-party solutions. Here are some of CASEpeer’s integrations:

  • Alert Communications
  • Calendar Rules
  • Captorra
  • Chartsquad
  • DropBox
  • eFax
  • HelloSign

CASEpeer Alternatives & Competitors

CASEpeer competes with a variety of legal solutions that offer similar functionality. The best choice for you will depend on your budget and feature preferences.

CASEpeer's top competitors are:

Is CASEpeer Right For You?

CASEpeer is a popular legal practice management solution. CASEpeer is used by law firms of all sizes, and includes useful features such as contact management, case management, medical treatment management, and reporting.

If you are a personal injury attorney that desires a solution that specializes in your practice area, CASEpeer is best for you. If you are not a personal injury attorney, or desire a solution that includes robust invoicing, time tracking, or online payments, we recommend selecting another solution like Clio Manage or PracticePanther.

If you're interested, you can try CASEpeer today.

Lloyd Park

Lloyd Park is a Research Analyst at SoftwarePundit, where he conducts in-depth analyses of software markets and products. Lloyd also has experience managing the development of software platforms and is an expert in content production & media software. You can connect with Lloyd on LinkedIn.

Lloyd is an expert in several software categories including:

  • Dental software
  • Email marketing software
  • Field service management software
  • Legal software
  • Property management software