CASEpeer Reviews

“Perfect Match for LNC Firms

Pros

The case management feature is excellent for staying on top of issues and collaborating effectively with the team.

Cons

I believe the timelines and chronologies could benefit from improved functionality.

“Simple and user-friendly

Pros

CASEpeer is easy to grasp, which speeds up the process of training new employees and getting them started right away.

Cons

There are components that are not relevant to my work, and I find myself having to filter through them or just disregard them.

“Ideal for small firms

Pros

The platform is simple to use, and anytime I have questions or need assistance, their support team is consistently helpful and responsive.

Cons

I'd really like to be able to customize the layout on each case. For example, "Workers" always appears at the top of every page, which isn't relevant to my practice, but I can't modify it.

“CASEpeer helps our firm grow

Pros

After evaluating several applications, we chose CASEpeer because its features and options were by far the best suited to help our firm grow to the next level.

Cons

I have no complaints. This product already comes equipped with all the features we need, and they're integrated well.

“Easy to learn

Pros

What I really like about this software is how easy it is, even for first-time users. It's also convenient that you can attach files directly from your email to a case.

Cons

It's difficult when the documents are scattered, making it difficult to search for something specific. Also, not being able to edit notes is frustrating.

“CASEpeer has everything we need

Pros

It offers everything you could possibly need, all in one place.

Cons

It can take a moment to iron out the quirks, but that's something you face with any system.

“Learning new features is easy

Pros

I enjoy how organized everything is and how easily I can locate what I need. The regular seminars on new features are also a big plus for learning how to maximize the system.

Cons

I hate having to delete each picture individually, and once I delete one, the page refreshes and jumps back to the top.

“Good but few features can't be customized

Pros

Most of the necessary information can be entered in one place, without having to sift through all the documents.

Cons

I am disappointed that some features can't be customized and that it doesn't support multi-client texting.

“Everyday task management becomes easy

Pros

I appreciate the ability to text and email clients, with all communications being automatically stored in the appropriate files.

Cons

It's quite bothersome that I have to go through the extra step of creating documents outside of Caspeer, using another program, and then taking the time to save them back into the system afterward.

“Takes the hassle out

Pros

I like being able to keep track of contacts for specific companies, which makes it easy to refer back to them when needed.

Cons

I wish there was a way to see which documents are coming in and going out, maybe through an option or symbol next to each document.

“Big fan of Casepeer

Pros

Love this program so much that I introduced it to my new firm. The ease of use really stands out to me. The layout is logical, and navigating the system is very simple.

Cons

I'd love to be able to modify or remove case statuses. The settlement tab also needs work, you should be able to see who holds a lien in the settlement tab, especially within the medical provider section. We would also appreciate the ability to call providers or at least click to access their information directly from the settlement tab.

“Great tool - I rely on it!!!

Pros

It is much easier to stay on top of various responsibilities, particularly when it comes to organizing and tracking essential data.

Cons

There's no effective way to track subpoena production. I've reached out to support, but they don't seem to have a solution. CasePeer seems to assume subpoenas are only used for appearances at trials or depositions, whereas we primarily use them for document production.

“Easily accessible from anywhere

Pros

It's always easily accessible, whether I'm working at the office or remotely, which adds an extra layer of convenience. I never feel like I'm wasting time trying to figure things out, and being able to quickly access the system whenever necessary has made my workflow much smoother.

Cons

It's annoying when I select records and bills, and the screen refreshes automatically.

“CASEpeer allows multi-tasking

Pros

Managing about 70 cases is much easier with this software, as it helps me stay organized and keep track of important deadlines.

Cons

Nothing to note. I find CASEpeer quite intuitive, and it offers a lot of useful features.

“Positive experience with CASEpeer

Pros

It's set up in such a way that I can quickly understand how to utilize its features without much effort. The amazing layout really stands out to me, as it guides you naturally through each function, which makes handling tasks feel seamless.

Cons

I have no complaints at the moment. I've been really satisfied using CASEpeer.

“Easy to navigate

Pros

The ease of use and the well-organized layout make it simple to navigate and find what I need.

Cons

I'm honestly not too pleased with the current situation where there's no dedicated program or app available. It feels like a significant limitation, especially in today's digital age when having a specialized app could make managing tasks on the go much easier.

“Always ignore the issues

Pros

CASEpeer doesn't stand out much when compared to other case management software on the market.

Cons

About a year ago, I sent an email requesting a fix that would allow more templates to be created. The witness tab currently only allows us to add individuals, but not corporations, which would streamline our workflow if it were an option. Recently, we also faced a second issue regarding the lack of a frequency button for tasks (like a 2-week reminder to call a client). However, I was informed that this couldn't be added due to other clients handling hundreds of cases. Instead of features that would improve workflow, we received an update about a third gender option.

“Works fine

Pros

I like that I can customize the order of tabs and medical providers to fit my preferences.

Cons

I wish the medical tab had a note section under each provider for follow-ups on medical requests. When I used Needles, it had this feature, which made keeping track of follow-ups in one place much easier.

“Proven invaluable for us

Pros

CASEpeer has been invaluable in keeping our firm organized and on the right path. It ensures that we stay on top of all tasks and deadlines, preventing anything important from slipping through the cracks.

Cons

The app doesn't offer much functionality, and I wish there were more features available on it.

“Perfect for handling different tasks

Pros

What I admire most about CASEpeer is the ability to track and stay updated on hundreds of cases at once.

Cons

What I find most frustrating about CASEpeer is the frequent glitches and the fact that the calendar feature is not very smooth. It takes a long time to enter calendar items, and I sometimes have to re-enter them, which can be problematic.