CASEpeer Reviews

“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.

“Simplifies daily task and communication”

Pros

Using CASEpeer makes my day to day task management really�simple and I especially like how texting and the option to BCC emails simplify communication.

Cons

One drawback I notice when I search for a client's name is that the initial results only show open matters instead of every case linked to that person it forces me to run a complete search to find clients who have closed files which feels inefficient and time consuming.

“Extremely easy to use and navigate”

Pros

I am really pleased with how�easy-to-use�CASEpeer is I find it�easy�to use and navigate in daily work.

Cons

I cannot think of a single feature I dislike the most about it.

“Makes managing cases unbelievably easy”

Pros

I find it incredibly simple to navigate and in our office we use it all the time it makes managing cases unbelievably easy.

Cons

I honestly cannot think of any downsides to mention.

“Essential client texting and shared notes”

Pros

One of the things I appreciate most is the client texting feature alongside the searchable notes. Because the notes are shared and available to everyone, it is been incredibly useful for organizing and managing all my cases and I no longer waste time trying to remember where a note was saved in some file. it is universal and accessible to all.

Cons

I find the document section awkward to categorize and organize compared with other parts of the system. For that reason, I tend to avoid using it since it doesn't offer the quick,�natural�access I want and expect.

“Easy to use and train others”

Pros

I find the product very easy to use and manage which really lowers my workload. When I train new employees they can get hands-on with the system and quickly pick up how it works, even if they don't have any prior experience.

Cons

I wish the software included an option to integrate with commonly used records services, because that capability is missing right now. The texting feature for clients is handy, yet since it doesn't generate notifications or automatically log notes into the case, much of that convenience is lost.

“Work from anywhere conveniently”

Pros

Being able to work from anywhere in the world is something I really appreciate.

Cons

I have noticed several areas that could use improvement to make the whole system much smoother and easier for me to work with.