CASEpeer Reviews

“Tracks all case files effortlessly”

Pros

The thing I really like is that the system lets me track each client's case file and attach notes, photos, documents and more.

Cons

One drawback I found is that during intake I cannot add a driver's license until I have saved the record first.

“Incredibly easy to master”

Pros

When I joined a new firm that used CASEpeer, I found it incredibly easy to learn. I had it mastered within three days. I am genuinely impressed with this software overall.

Cons

It signs me out whenever I have several CASEpeer tabs open and running.

“Essential medical records tracking”

Pros

What I like most is the medical records tab because it lets me keep track of providers and the amounts billed.

Cons

I find that whenever I pull up a comment to share, I have to submit it almost immediately because the post vanishes if I take too long.

“Handles case management really well”

Pros

For me, it handles case management really well, keeps my tasks organized and makes overseeing employees�simple.

Cons

I have had difficulty moving it from implementation into actual day-to-day use and transitioning cases over has been awkward for me.

“The best program in four decades”

Pros

I have been using case management software since it first became available to law firms and in all of my forty years of trial practice Casepeer is the best program I have used.

Cons

My suggestion is to add the ability to reindex and reorganize documents within the Documents tab.

“Easy client search in multiple ways”

Pros

I find it is easy to search for clients in multiple ways

Cons

It is fairly easy to use and I honestly cannot think of any real downsides for me.

“Easy medical treatment management”

Pros

For me, managing my medical treatment is actually pretty easy with this

Cons

I cannot think of any issues to point out at the moment

“User-friendly and fun to use”

Pros

I find Casepeer�user-friendly�and actually fun to use which helps my legal staff and me stay on top of our cases.

Cons

For me, notes could be more concise so I can view information more quickly.

“Everything at hand, integration headaches”

Pros

I really appreciate having everything about our client and their case immediately at hand. I can see their medical treatment, track when records were requested and received and know when litigation documents were sent and when they're due. I also enjoy using the litigation event plans and I find the auto-generated letters and tasks that populate automatically when statuses change to be very helpful.

Cons

One thing I wish were different is that the advanced search button sat up in the top bar next to the regular search field as we end up having to search by court file number so often that it is annoying to have to fake a search to trigger the no results error just so the advanced search option becomes available. I would also love it if tasks could be set up as parent/child relationships. For instance, if I create a task to send out a document, when that task is marked complete it should automatically populate the response-received date a set number of days or weeks later. Our previous CMS did this and it saved us a ton of manual updates, because otherwise someone always has to go back and change task dates when something wasn't finished on the original due date. Beyond that, our biggest headache by far has been OneDrive for Business not working smoothly with CasePeer. It seems to break fairly often we find ourselves deactivating and reactivating the connection and sometimes even that doesn't resolve the issue. The documents tab that links into OneDrive is also slow, so although we connect it, we rarely use it the way it would be most helpful for example to categorize files or open them to edit directly. Instead we usually just access OneDrive through File Explorer because it is faster and more reliable. The only real upside to having OneDrive connected is that auto-generated documents will save directly into the linked OneDrive folder which cuts out the extra save as step. Unfortunately, there are plenty of times when the integration misbehaves and we end up having to manually perform that save as anyway.

“User-friendly and smooth updates”

Pros

I have found this product to be very user-friendly and�simple�to set up. The fact that case-related updates propagate so smoothly saves a lot of time. Overall it ranks among the best case management tools I have used to date.

Cons

Personally, my issue is that emails are converted into notes inside the system. I would prefer they stay as emails because attachments are easier to access, fewer icons end up saved as images and forwarding or replying becomes much simpler.

“Very user-friendly but discovery tricky”

Pros

Overall I find this software very user-friendly. While a few functions can be somewhat tricky to learn and might take some time to master, there are resources available if I pause and explore them. Coming from someone who had never used a case management program before, there was plenty of trial and error along the way, yet every mistake I made was simple to correct and never caused any lasting harm to the case file.

Cons

Not being able to specify details in the medical billing is a real limitation for me and there is also no way to mark someone as a Non-Party in discovery which matters because I use non-party requests frequently. The discovery dropdown can be confusing as it always assumes you're the plaintiff or defendant requesting from a named defendant, so when I receive discovery from a defendant directed to the plaintiff there isn't an easy way to mark or track that. Plus I would like to see the plaintiff appear in that dropdown for those situations so I can track requests properly. That change would make the litigation workflow much more enjoyable. On top of all that I struggle with not being able to view the entire active case list at once which complicates day-to-day management.

“Easy navigation with a clear layout”

Pros

I find it really easy to navigate and the simple,�clear�menu layout genuinely makes my experience much better.

Cons

In my experience, the intake workflow still contains a few frustrating kinks that ought to be fixed, added to, or removed.

“Easy to use, lacks features”

Pros

What I like most about the software is how easy it is to use. So yes overall I find it very�easy�to navigate and operate.

Cons

I feel the software lacks several features and I hope the developers accelerate adding those missing pieces soon. On a positive note, their customer support is outstanding.

“Accessible and easy for teams”

Pros

I liked how accessible and easy it was. Team members learned quickly.

Cons

Although a few features are a bit clunky, we've found customer support responds quickly and provides helpful answers every time.

“Extremely user-friendly for all”

Pros

Honestly it is extremely user-friendly for me even when I am not tech-savvy, I can navigate it without hassle.

Cons

I wish CASEpeer would move more quickly to roll out improvements based on user feedback.

“Important for pi practice management”

Pros

CASEpeer has become an important part of how our personal injury law practice runs. I also rely on it to monitor our marketing campaigns, keep tabs on staff productivity and manage contingency fee calculations.

Cons

One challenge we ran into with CASEpeer was getting everyone on our team aligned about the case stages and making sure everyone followed the same workflow required a lot of coordination. In my view, that hurdle was largely due to our internal processes rather than anything CASEpeer could have done differently.

“Tracks all documents and photos”

Pros

What I really like is how it helps me keep track of everything from documents and files to photos and pictures.

Cons

One thing I dislike at the moment is that we still cannot upload videos which feels limiting.

“Easy to learn in minutes”

Pros

I am a fan of how user-friendly it is as I was able to learn the ropes in just a few minutes.

Cons

Honestly I don't really have any complaints because I believe CASEpeer is continually updating and enhancing their platform.

“Quick setup with a natural layout”

Pros

Compared to other case management programs I have used, I find CasePEER sets up extremely quickly and easily and its layout feels really�natural.

Cons

What bothers me is that I cannot customize certain settings especially how photos are savedand there's no option for me to save videos which is a real limitation.

“Incredibly helpful client texting feature”

Pros

I have found the texting feature incredibly helpful and my clients always tell me they appreciate it.

Cons

We cannot color-code events in the calendar which makes it harder for us to visually organize and distinguish our schedule.