CASEpeer Reviews

“Simple navigation with many features”

Pros

I find it�simple�to navigate and there are many varied features and tasks the program lets me perform.

Cons

It would be great if there were an LOR claim service beyond just LOR templates. I also wish selecting which template to use was a bit more simple. Still I really love the software.

“Increases case value and flow”

Pros

Being able to track how we communicate with clients and monitor their treatment has been huge for increasing the value of our cases. My case flow has gotten better since I can more easily keep tabs on case statuses.

Cons

In our experience, getting everything integrated was challenging, largely due to pushback from staff.

“Very organized and friendly to use”

Pros

I find this software very organized and genuinely easy and friendly to use!

Cons

My experience included troubleshooting when I tried to integrate Google Calendar with CASEpeer and that caused some frustrating issues.

“Simple, effective, and easy setup”

Pros

I find it�simple, simple to set up and use and effective

Cons

For me, I think it lacks live updates, bells and modern innovation

“Standout medical treatment monitoring”

Pros

For me, the medical treatment section is the standout feature of Casepeer. I can monitor every client's medical providers all in a single place which makes managing their care�simple�and very easy.

Cons

Every so often, I find the system runs a little slow.

“Includes everything for a pi practice”

Pros

I have found this platform incredibly easy to use and it includes everything I need for a personal injury practice

Cons

No complaints from me, you guys are really responsive and good about adapting and changing.

“User-friendly interface with great reports”

Pros

For me the interface is�user-friendly, reports work well, notes are taggable

Cons

I haven't seen much development since I started using it back in 2017

“Simple team notes access”

Pros

As a team, we find it really simple to view and access the notes.

Cons

I wish editing and deleting notes were not restricted as for now only admins have those permissions.

“Incredibly simple and neatly organized”

Pros

Getting to my files is incredibly simple and I always keep everything neatly organized.

Cons

honestly I cannot think of anything negative to report about this software as it meets my needs.

“Simple, efficient, and fantastic messaging”

Pros

I am impressed by how simple and efficient it is to use. It kind of reminds me of Facebook and I really love it!

Cons

Honestly the messaging feature blew me away as it was fantastic. I also like that the messages are tied to the user profile which makes tracking conversations much easier.

“Incredibly user-friendly with many tools”

Pros

I have found this product incredibly user-friendly and it gives me a variety of tools to monitor every aspect of a client's case effectively.

Cons

That said, I believe there are always opportunities for enhancement or fresh ideas to explore and I run into a minor annoyance when editing documents because I have to download the file first, make my changes locally and then upload the updated version back into the system.

“Keeps everyone on the same page”

Pros

I am a fan of CASEpeer because it makes it easy to keep everyone on the same page. Keeping communication tight is essential and it gives you a quick snapshot of your case. I also really value the webinars they provide to keep us informed about the latest developments.

Cons

It sometimes takes longer than I'd like to iron out certain glitches.

“Overly basic and inflexible backend”

Pros

In my experience, it contains a lot of promising concepts for personal injury case management, particularly around monitoring medical bills and managing record requests. however I find the application itself to be overly basic and inflexible in its present form.

Cons

For me the biggest problem is its backend as it feels far too basic and inflexible. I often feel like everything is set in stone and I cannot make necessary changes, so the platform really needs a stronger, more capable backend database to complement its attractive and functional frontend.

“Consistent and simple workflow”

Pros

I appreciate that it helps maintain a consistent workflow and is simple to access.

Cons

From my perspective, it needs stronger privacy controls and improved security features.

“Incredibly easy to get started”

Pros

I have found this product incredibly easy to use, especially given that I had never used case management software before. It made getting started far less intimidating and felt very�simple�to me.

Cons

For me, it would be much better if the app made it easier for me to sort items by category.

“Essential organization for solo practice”

Pros

It helps me stay organized. As a solo practitioner, that makes a huge difference for me.

Cons

I find that creating a file and entering all the data takes quite a bit of time.

“Rich notes and outstanding features”

Pros

I really appreciate that the system lets me leave rich, attention-grabbing notes. Being able to indent, bold and add spacing makes entries so simple to scan and crystal clear when I need to find something. Another standout is the ability to search a client's file for any previously entered note. The critical case note tool, treatment tracking, provider history and the option to follow insurance history are all invaluable. Having used a number of other platforms, I genuinely believe nothing comes close to CasePeer. I always tell new hires at my firm that I could be a stellar product ambassador because I absolutely adore every aspect of it. I am obsessed. I actually get excited for the update emails announcing changes and new features that expand what we already depend on. it is an outstanding platform and, in my opinion, there's no better way to run a firm than with CasePeer. Running and reading reports is�simple and I can tell at a glance that clients are being managed effectively.

Cons

I do wish CasePeer offered integration with Box or Dropbox so all documents could live on a single page. In a previous role I worked with a comparable setup built on Salesforce but even that couldn't compete with what CasePeer delivers. it is possible that integration was simply not an available choice for us but having that tie-in would make the experience even more seamless.

“Rich features with great customer service”

Pros

I have found this tool offers a rich set of features, a user-friendly interface that's simple to navigate, customer service that actually takes user feedback and uses it to improve the product and thorough tutorials that make training new hires�easy.

Cons

I find integrations with third-party platforms can be clunky and awkward to manage which sometimes slows down workflows.

“Simplifies caseload management for solos”

Pros

Being a solo practitioner, I find CASEpeer makes managing my caseload�simple. All my matters are centralized in one spot and I can easily check each case's status without hunting for information.

Cons

I find the cost and fee-tracking sections the hardest to use as they're the areas of the software where I run into the most problems.

“Easy to use with occasional glitches”

Pros

I am able to easily use the platform and pull up every client's information in a single system and I appreciate that the software keeps getting better over time.

Cons

Every so often it has glitches for example, it will kick me out of all my open tabs which is annoying, haha.