CASEpeer Reviews

“Task management brings order to day”

Pros

For me, the Task Management features bring a real sense of order to my day, making it easy to structure work regardless of which role I am filling.

Cons

Nothing major but I run into minor glitches now and then after updates and I genuinely miss being able to view a full history of completed tasks.

“User-friendly with refreshed calendar display”

Pros

I am finding the interface very�user-friendly�and�simple�to get around and I really appreciate the refreshed calendar display for managing dates.

Cons

I'd like to see a few more types of events available that I can add to the litigation tab to better track matters.

“Clean and simple, one-click access”

Pros

I like how clean and�simple�it is as everything I need is literally just a single click away.

Cons

Being able to personalize the left-hand navigation would help, since I want to rearrange it to match my workflow.

“Best-designed pi program available”

Pros

After searching for a long time, I keep coming back to this as the best-designed Personal Injury program I have found. Their implementation support and customer service are top-notch too. As whenever I call, someone knowledgeable answers and actually helps. The interface feels�natural�and clearly built for PI work.

Cons

I am still waiting on a handful of features that you typically get in more generalized case management software. Updates have been rolling out at a steady pace, so I expect those capabilities to appear sooner rather than later. Until then, the focus on PI-specific design and tools more than compensates for the gaps.

“Very easy and helpful for tracking”

Pros

Using CASEpeer, I have found it very easy to use and genuinely helpful for keeping track of cases.

Cons

I do experience occasional crashes with the software which can be a little annoying.

“Secret weapon for pi strategy”

Pros

Because it is focused on personal injury, the reporting and niche tools let me build strategies like comparing our firms demands out, offers out and pending settlements to help with monthly projections and let us be PROACTIVE instead of reactive. My team can now spot case problems early and fix them before they spiral into bigger issues. Client communication is no longer a mystery thanks to the platform's per-employee client communication reports. That way I can quickly identify which clients aren't receiving proper attention and take care of it within minutes rather than after a complaint. The lien negotiation reports that compare specific adjusters, their typical reductions and prior cases they've handled are invaluable when it comes to negotiating liens efficiently. My staff saves hours every day compared with the many other CRMs we've tried. I picked up the platform in under a week versus the months we wasted learning others. No glitches, no crashes, it is basically our secret weapon.

Cons

Would love to navigate the firm's tasks quickly. I am waiting for a mobile app to use it easily from my phone and expect the feature to arrive soon.

“Designed for instant pi efficiency”

Pros

Designed specifically for personal injury attorneys and law firms, the CASEpeer platform let me get up and running almost instantly when I began using it. My efficiency and bottom line have room to soar thanks to a�natural�interface paired with powerful document automation and if I fully leverage its capabilities this program can convert my injury-focused practice into a highly efficient, well-oiled operation.

Cons

I do wish there were a native mobile app for iOS and Android because not having one can be inconvenient but the company has told me they are actively developing a phone app and hope to release it soon.

“Great support and organizational help”

Pros

I am really impressed by the customer support. Also the software is�simple�to navigate and helps me keep everything organized. Overall it is become a big help for our law firm. I also like being able to text clients and receive documents and photos from them, it is a convenient feature.

Cons

My main complaint is that text messages are sent only to the case's primary contact instead of routing replies back to whoever originally messaged which causes confusion. I would also prefer if the settlement tab were arranged differently because its current layout does not match how I work and could be improved.

“Packed features, awkward scheduling”

Pros

Really appreciate being able to reach it from any computer, iPad, or smartphone. The platform is packed with features, letting me record lots of information on every case. I also value being able to assign a category tag to each note which makes it easier to find things later. Attaching emails straight to a case is extremely useful. I am also excited about linking text messages the same way, though that particular capability still needs improvement and some refinement overall.

Cons

I am still getting the hang of this software but up to now I find it somewhat awkward for scheduling regular check-ins with clients. I'd also like to be able to tweak the intake section more, because several questions we typically ask either aren't included in the forms or only show up after the case has been opened for example, the report number. Generally speaking, many data fields are hidden inside the forms instead of being quick to enter. I end up clicking to open a new box, then drilling into sub-sections to add dates which eats up time. For certain items I'd appreciate a 'select all' option tasks, notes, etc.. Having more fields visible on the main screen would save time daily.

“Nearly everything i need provided”

Pros

It provides nearly everything I need from monitoring medical treatments and inserting calendars to handling settlement negotiations and more. I also like that the CASEpeer team keeps rolling out new features on a regular basis. Whenever I have a question they're typically reachable immediately with no wait on hold which I value.

Cons

The contact directory still feels like it is being developed and because the platform runs in a browser it can occasionally be sluggish. That said, it appears they recognize these shortcomings and are actively working on fixes and improvements, so I am hopeful those areas will get better soon.

“Thorough for pi stages”

Pros

With this software, I find it thoroughly covers the specifics and phases of personal injury matters from pre-litigation through the pre-trial stage.

Cons

However I found that adding some companies, doctors and similar entries is not�simple. I have to create them separately before they show up as selectable options within each client's file.

“Easy to pick up and operate”

Pros

I have found it�easy�to pick up and simple to operate. There are virtually endless options for creating reports and keeping track of client details.

Cons

A dedicated app for my smartphone is missing and I would have expected a cloud-based platform to be fully optimized for mobile access. but unfortunately, in my experience, this program does not perform well on mobile devices.

“Cloud-based with outstanding support”

Pros

I appreciate that we don't need separate licenses for each user since the platform is cloud-based and accessible online. I have received outstanding support from customer service and the Help Center genuinely helps. it is�simple�to use and I can quickly train my staff to use it as well.

Cons

Template creation works well, though I think it has room to be refined. Aside from that, I honestly don't find many other drawbacks.

“Centralizes all case information”

Pros

For our firm, Casepeer centralizes all case information in a single interface, so we don't waste time bouncing between multiple tools and platforms trying to find what we need.

Cons

I sometimes find learning new features of the software to be a bit overwhelming and heavy-going but the support and help resources within Casepeer really soften that learning curve and make it much easier to get up to speed.

“Simple navigation and fantastic support”

Pros

Using CASEpeer, I find it really�simple�to navigate. Access is fantastic and after some time it is nearly self-explanatory. I also appreciate their excellent support.

Cons

Cost is my main issue. I feel the pricing is somewhat high for what I use. So I wish they'd offer a more affordable tier for lighter users otherwise, I have no complaints.

“User-friendly and engaging platform”

Pros

I am pleasantly surprised at how�user-friendly�and engaging the platform is. it comes loaded with everything I need like task management, notes and trust-account accounting. Navigation is ridiculously�simple�so I can tell what's happening with a case within seconds. The calendar is excellent too as I set reminders and tasks easily which simplifies my workflow and helps with litigation deadlines. Support has been fantastic as well as whenever I have had issues they resolve them promptly every time.

Cons

The only real downside I can think of is the way tasks are managed as there isn't a simple checkbox to mark them complete, so I end up deleting each task one at a time which is tedious. Also while I wouldn't call this the cheapest option out there, in my experience it ranks at the top. I have tried several alternatives and besides a couple I cannot name, none beat it.

“Exceptional service with natural navigation”

Pros

it is hard to praise the software without also praising the company behind it. I have never had customer service or client attention like this before. We get update emails every week. I barely get comfortable with one feature when they push out an improved version. The way it ties into our phone system is fantastic and navigating our caseload feels completely�natural. Each case is presented almost like a formal report, so it is�easy�to follow. It keeps us organized and on top of things and we can message clients using opt-in texting that's tied directly to each client's case notes. Honestly this is hands-down the best case management software I have used.

Cons

I can only point to one downside which is the volume of information you have to enter. That isn't truly a flaw as it is just fairly time-consuming. Because so much data goes in, the system can essentially read itself and pull out details for templates, organize notes and populate providers and defense insurers, along with counsel and judges which ultimately makes the workflow smarter.

“Constantly evolving and more insightful”

Pros

I have found it is constantly evolving and steadily becoming better and more insightful over time.

Cons

At first it took me quite a while to enter all of the information into the program though I am fairly certain that delay cannot really be avoided.

“I never hesitate to recommend it”

Pros

I do not hesitate to recommend it to my peers as it has worked really well for our team. It is far from minimal so the longer I use it, the more I uncover useful built-in features that help take care of the repetitive, everyday tasks and make them much easier.

Cons

It would be great if I could export an entire file or client with a single button press. From what I understand, they're already working on that capability and I was told the feature will roll out in a future update.

“Great product with custom adjustments”

Pros

Take a look at my review!

Cons

I don't see any downsides as long as I can make the necessary adjustments to suit my needs.