CASEpeer Reviews

“Offers great return on investment

Pros

The best feature of CASEpeer is how efficiently it compiles treatment details and costs when preparing a case for settlement. It updates as you go, acting like the assistant you've always wanted, and everyone on the team can stay on the same page.

Cons

Every platform has its downsides, but I think the usability could be improved for viewing open cases under the reports tab. It takes a long time to load, and the Medpay features under settlements can be confusing.

“Big fan of CASEpeer

Pros

The platform is fairly simple, and I appreciate the easy access to tutorials, case statuses, and notes.

Cons

It's frustrating that I can't add new features like case statuses.

“Texting feature is superb

Pros

I love how it helps me stay organized and track what's been completed or still needs to be done on each case. The texting feature is a huge time saver as well.

Cons

I'm not a fan of the fact that some features are only available on CASEpeer advanced.

“Reliable for court deadlines and protocols

Pros

What I liked most about Casepeer was its litigation tab and the calendar features. I rely on it because every county uses different court rules and it consistently got the deadlines and the various court-specific protocols right.

Cons

I did notice the calendar layout can be hard to read when a single day is full of events as it becomes cluttered. Linking the calendar to Outlook, however really helps and makes those busy days much easier for me to see clearly.

“Accessible and user-friendly platform

Pros

For me, the accessibility and overall user-friendliness of the platform are excellent.

Cons

The number of text messages on every case I am part of gets a bit excessive and overwhelming.

“Easy navigation and complete work history

Pros

The interface is easy to navigate and I am glad it records all my work including tasks I have already completed.

Cons

I'd like the option to edit notes when I make a mistake or when I accidentally save a note to the wrong case.

“Top resource for task and case management

Pros

I can assign tasks and keep tabs on every single case file I am responsible for.

Cons

Honestly I cannot think of any downsides as to me it is genuinely the top resource in my profession.

“Easy tabs and quick switching

Pros

It is easy to use and I can quickly switch between the tabs I need without any hassle.

Cons

I have not used it enough to identify any real drawbacks, so I cannot comment on the cons.

“Connected, user-friendly with great support

Pros

I like how it connects with other programs, how user-friendly it is to navigate and the quick help we always get whenever a feature isn't functioning exactly the way our team needs it to.

Cons

To be honest, I haven't run into any problems every time I have used this case management system my experiences have been outstanding.

“Refines critical pi practice management

Pros

For me adding clients, signing them up and tracking records and bills which I consider the most critical part of a PI practice has been refined by this software.

Cons

I find that not being able to tailor the settlement and negotiation worksheets is limiting, so I still rely on my own spreadsheets for negotiation and subrogation.

“Tailored perfectly for personal injury work

Pros

this CMS is tailored for personal injury work but so many other platforms are not and it is easy to miss that even after doing a ton of research before choosing one. But CASEpeer really gets what a PI firm handles and requires.

Cons

Visually, it isn't as polished as I would prefer, though that's something I believe can be refined over time with updates and tweaks.

“Dependable and easy to use

Pros

What I love the most is its dependability and how easy it is to use.

Cons

I'd like to see a feature added that enhances document management.

“simple to navigate

Pros

it is easy to use and I appreciate how organized it is and how simple it is to locate what I need.

Cons

About 70% of the time I cannot add a direct note when I hit 'Reply' I end up having to refresh and then click into each individual note before I am able to post a note for every single entry.

“Simple layout needs specialized case fields

Pros

I find it�simple�to use and I can locate what I need to access quickly.

Cons

What bothers me is that WC cases are organized the same way as PI cases I think there ought to be an employer/insurer designation instead of labeling them as the defendant.

“Everything visible, some auto-save issues

Pros

Everything I need is visible at a glance and I find the interface really�easy�to use. The organized tabs hold all required details and the document tab makes it simple for me to locate related files.

Cons

I am frustrated by the note auto-save. I often have multiple tabs open to indicate I am actively working on a file, yet when I return the note has disappeared, so it is easy for me to unintentionally move on without it. Additionally whenever I am editing entries in the Medical tab or in Documents and save, the interface jumps back to the top of the page, forcing me to scroll down again to find the exact item I was working on.

“Excellent pi management

Pros

I have found the out of the box PI file management to be excellent. The built-in client texting is phenomenal for keeping clients up to date and the alerts about stale cases are incredibly helpful. Plus the eSignature feature has completely changed how I manage documents. it is a real game-changer. Overall it is a fantastic product and although there are a few tweaks I'd like to see, it is absolutely worth using.

Cons

There is a real need for a much better Negotiations tab or section as the current setup is lacking. The settlement worksheet isn't something I like and it should be possible to run it without having to create accounting entries first. Cost tracking also needs attention, specifically how soft costs that the firm is owed but hasn't been paid in advance are handled. So this area should be reworked and clarified. I'd love more user customization options overall. My previous software had a stronger, more powerful calendar. One small annoyance is that under UM insurance the adjuster must be labeled 'bodily injury' instead of simply 'UM adjuster,' which feels awkward.

“Perfect for real-time detail capture

Pros

I can capture and record details immediately as they happen which helps me keep documentation accurate in real time.

Cons

It would be really useful if I could search using a medical provider's name so I can quickly pull up clients whose profiles match or are linked to that provider in some way or another.

“User-friendly but litigation tools lacking

Pros

I find it very�user-friendly�to use and mostly self-explanatory.

Cons

My biggest frustration is the litigation folder as it is really sub-par. It mostly serves only as a place to plug in information and doesn't provide useful tools beyond data entry. One major shortcoming is that deadlines are not calculated automatically and that omission is huge when you are managing trial dates and court deadlines. The litigation area feels far too basic and could be much better with a few key enhancements. On top of that there is no way to pull a comprehensive list of all cases in a single folder-like view. I end up having to search by name which is fine with a low case count but quickly becomes problematic as my caseload grows.

“Simple and helpful for easy notes

Pros

For me, the product is�simple�to use and genuinely helpful because it allows me to add notes easily whenever I need to.

Cons

I don't really find any drawbacks, unless a person is simply not using the system properly or overlooking how it works.

“Excellent for notes and cost tracking

Pros

I like that I can record every note and all associated costs.

Cons

What I dislike is how the documents are organized.