CASEpeer Reviews

“Consolidated tools for all tasks”

Pros

Having all of our tools and information consolidated in one place really helps me I can handle a wide range of tasks directly inside the system without switching between apps.

Cons

For someone new, I think it could be a bit easier to navigate and more�user-friendly�to pick up.

“Simple, user-friendly, and quick training”

Pros

Really�simple�and�user-friendly�to navigate, making daily tasks flow smoothly. I was able to bring other staff up to speed quickly because training is so simple.

Cons

No complaints from me about CASEpeer so far.

“Easy workflow with useful shortcuts”

Pros

This is incredibly easy to use and I really like all the shortcuts and the templates in particular make my workflow much smoother.

Cons

I'd like to see a wider variety of keywords available, especially when working with the health insurance section.

“Seamless third-party tool integration”

Pros

love that we can rely on third-party record request tools that are able to sync seamlessly with CASEpeer.

Cons

Occasionally CASEpeer has gone down for me in the past but every time it happened I noticed it was fixed pretty quickly.

“Extremely easy and reliable platform”

Pros

I find the platform extremely�easy-to-use and it reliably handles every task I require to efficiently manage my clients without complication.

Cons

at times I experience problems when trying to update client information in the system.

“User-friendly and well organized system”

Pros

I really like how�user-friendly�the system is to use and how well it keeps everything organized for me.

Cons

It would be helpful if we could send texts to more than one number for the same client. I am also hoping for an option to split text threads when a client has several separate accidents, because right now messages about his 1/1/2023 claim end up in the 12/1/2022 file if that's the case we have texting enabled for. At the moment, texts always funnel into the 12/1/2022 case which causes confusion. I would also like the ability to export or produce a list that includes clients' dates of birth and their liability status.

“Easy start with excellent client portal”

Pros

From the moment I started using this software, I found it really�easy�and it immediately put me at ease knowing our cases would be better organized I am especially happy about the client portal feature that lets our clients sign up directly.

Cons

I ran into one problem during the migration of our old database there were many duplicate records we had to sort through and clean up and some cases that existed in the legacy system never made it across during the transfer.

“easy to learn”

Pros

I am really impressed by how�easy-to-use�CASEPeer is. I stepped into the personal injury world only a few months ago with no prior background and CASEPeer smoothed that entire learning curve for me. It lets me track every step of a case and having Records on Time linked in makes getting records and bills�simple�and hassle-free.

Cons

My only real request would be that CASEPeer could pull data automatically from every document we upload and then populate the necessary fields for us. I'd love not to have to enter or check those details manually each time.

“Simple onboarding with powerful automation”

Pros

When it is time to bring new staff up to speed, I find this tool incredibly�simple�and smooth. I mean it is genuinely�user-friendly. Between the automated CASEplans and document generation, mundane chores are done in seconds and the whole team always knows what the next action is for each file. Seriously, everything from where medical records stand to pending liens, plus any analytical report I might need, is available at my fingertips inside CASEpeer. I honestly couldn't operate my firm without it.

Cons

While it offers strong reporting capabilities, I wish it gave me more control over exports something cleaner and easier on the eyes rather than only raw spreadsheet downloads. It would also be great if I could print a firm-branded invoice straight from the costs tab to hand to clients. The time tracking tool looks solid and works well while I am in CASEpeer but once I export the entries they're practically useless as I end up retyping most fields to make the spreadsheet workable and then reformatting again to produce something presentable that I can rely on as evidence in court.

“Excellent case dashboard and tracking”

Pros

I really like the case dashboard because it gives me a concise, excellent overview of every case on a single page. From that screen it is only a click to dig into any specific area. I rely heavily on templates to speed up work and the medical treatment and records tracking features are absolutely indispensable to my workflow.

Cons

We find the Settlement tab overly complicated and wish it were streamlined to match how we use the system. Since we don't use CASEpeer for accounting, it isn't a deal-breaker for us but other law firms that handle finances inside the platform might be fine with it.

“Quick start with great support”

Pros

one thing I love is that how quickly I could get up and running as the learning curve is small. Plus the autofill for custom templates are great and their responsive customer support team makes them even better.

Cons

When I am building custom templates, I would like greater freedom to decide exactly where particular pieces of information appear. I understand that in most situations this level of control isn't necessary and that the existing constraints work fine but there are a handful of templates we use at our law firm that require that extra flexibility. Currently some keywords can be applied across every 'context', whereas others are restricted to only one or a few contexts as a safety measure. That protection is useful for folks who are just getting started with templates but I would like the ability to turn that safety off and create at my own risk when I am confident and experienced enough to manage those templates myself.

“Critical notes feature prevents oversights”

Pros

One feature I really appreciate is the critical notes area because it prevents important things from slipping through the cracks like when a client is in bankruptcy or has a child support lien which have specific laws we must follow when a case settles. I also value being able to track discovery that our side owes to the defense and vice versa which keeps those obligations organized. On top of that I can quickly see exactly how many files a particular person is handling, what stage each matter is in and the last time a case was updated or touched which helps with workload management and oversight.

Cons

What frustrates me the most is the calendar and I will be frank about why? it lags which leads to dates being double booked frequently because there isn't a true live update when items are added. I have run into situations where entries only appear on the calendar report but never show up on the visual calendar and that disconnect has caused tasks to be missed. Another annoyance is that when I try to view only one attorney's schedule, the calendar ends up displaying everything scheduled for the whole office which defeats the purpose of filtering. I would really like an option to reverse a file when circumstances change. There are times a company will jump-file a lawsuit and our client suddenly becomes the defendant and it doesn't accommodate that workflow as a result, the critical notes field becomes the only place I can rely on to keep the situation straight.

“Pleased with instant case overview”

Pros

Overall I am really pleased with the program. For each client, the Home page instantly shows the case status so I can see where things stand at a glance. It lets me jump straight to the specific case details I need without wasting time. The way it organizes and manages information keeps files incredibly tidy and gives the attorney the practical tools required to pursue a successful outcome for our clients.

Cons

I find adding standard document templates somewhat clunky and wish it were more�simple�and user-friendly.

“Extremely easy with a clean layout”

Pros

I find the app extremely easy to use, the layout is clean and pleasant and the frequent updates always make my experience smoother and more efficient.

Cons

Occasionally the system runs slowly for me but those glitches are typically resolved within a few minutes.

“Essential management reports for organization”

Pros

Hands down the feature I rely on most in CASEpeer is the management reports I can run. I use them to self-audit and keep my caseload organized, tracking files by when they were last touched, client contact, high-rated matters and other criteria. Those reports make it effortless for me to follow up on every file and ensure I am addressing things in a timely, consistent way.

Cons

What frustrates me most is the notes area and the overall interface of CASEpeer. I end up clicking through a lot of tabs and every action seems to trigger a refresh I get that it is a web app but it is still inconvenient. The notes themselves are cluttered and hard to read and emails embedded in notes are particularly awful. I cannot open emails the way I could in programs like Client Profiles, so it is difficult for me to see the information I saved to a file via email.

“High-level case overview for oversight”

Pros

From my perspective, it gives a high-level overview of every case so nothing slips through the cracks and I am also able to oversee and manage my staff directly through the platform.

Cons

I'd really like the addition of bulk messaging features and automated text messaging to streamline communication.

“Makes paralegal work much easier”

Pros

As a paralegal, I find this software makes my work much easier and helps me stay organized.

Cons

Honestly I cannot think of any complaints everything about it has been extremely helpful to me.

“Work from anywhere flexibility”

Pros

it is great that I can work on my cases from anywhere which really helps my flexibility.

Cons

However, I need the Management | Mail Review Center to be updated because right now it won't let me clear my notifications.

“Easy communication, calendar too limited”

Pros

I find it very easy to use and it makes communicating with clients and other colleagues in my firm�simple.

Cons

I find the calendar overly limited it won't let me create repeating entries and it only offers a monthly agenda instead of weekly or daily views.

“Excellent notes and text features”

Pros

I love the notes feature the most and I also appreciate the ability to send text messages.

Cons

Occasionally I notice it sends the same text message twice.