Overview of CASEpeer's 2024 features and integrations.
Select a default document storage option for your firm's CASEpeer account.
Activate the RingCentral e-fax integration to send faxes from the Documents Tab of your cases.
Automatically edit and save PDFs with file sync.
Two-way calendar sync to sync events from a user's external calendar into the CASEpeer calendar.
New template keywords to tack fees split within the settlement tab.
Settlement Tab
Option to edit fee logic when taking settlement fees.
Option to customize the percentage reduction for bills on the settlement worksheet.
New payee rows to the settlement advance loan, health insurance liens, attorney liens, and miscellaneous liens sections of the settlement worksheet.
Dynamically calculate the totals for the settlement advance loan, medical bills, health insurance liens, attorney liens, and miscellaneous liens sections of the settlement worksheet.
Dynamically calculate the net-to-client on the settlement worksheet.
Case Management and Tracking
New Dropped Reason: Client at Fault
New Case Type: Deceptive Trade Practices Act
New Case Type: Trip / Fall
Updates to multiple Statutes of Limitations across various states.
Autocomplete feature on the intake screen for client and incident addresses.
Document Storage and E-Signature
Download the hyperlinked e-signature documents directly from the e-signature management screen.
Pop-up warning when canceling or deleting an e-signature request.
Access Client, Police Agency, Court, Judge, and Mediator Templates from the Documents Tab.
Integrations
Activate the MoveDocs integration.
Soluno Integration: updates to the cost-splitting feature.
QuickBooks Online: option to sync asset accounts.
Zapier: new fields to track 'original source', 'phone number', and 'call time.'
User Interface and Usability Enhancements
Attach a CV to an expert witness contact.
Retain folder location when editing, renaming, or deleting documents.
Security and Permissions
Two-factor authentication feature for all users with the option to remember a device for 30 days.
New user permissions related to access and editing options.
Require unique email addresses for new users.
Reports and Analytics
New '4-10' and '10+' filter options on the Lien Holders Report.
New 'fees in', 'def 1 limits', and 'UM/UIM limits' columns to the Settlement Report.
Update to Productivity Graph
New 'original source', 'phone number', and 'call time' columns added to the leads management screen.