Here's a list of our most recent webinar recordings, click on the bolded title to play the webinar. If you'd like to sign up for future webinars, register here.
Administrative Tools 101 - Covers account settings, user management, and navigating administration screens.
Advanced Templates - Covers creating a demand, formatting a pleading or a client disbursement.
Automated Workflows - Covers setting up and triggering CASEplan tasks for the different stages of your cases.
Beginning Templates - Covers contexts, keywords, formatting, and creating basic client and insurance letters.
Case Management Tips and Tricks - Covers the life cycle of a case in 8am CasePeer, taught by two case managers.
Cost Tracking - Covers cost requests, new cost notifications, paying costs, our QBO integration and reporting.
Custom Intake - Covers activating custom intake, building out forms, and collecting the custom data on new and existing cases.
Documents 101 - Covers the Documents Tab, creating shortcuts to key files, the Mail Center, and DropBox basics.
E-Signature - Covers activation, creating a document, sending a document, and managing outstanding documents, powered by DropboxSign.
Explore 8am CasePeer Advanced- Introducing 8am CasePeer Advanced Tier features and benefits to help streamline your business.
File Sync - Covers the document editing feature. Learn how to Edit word documents and Excel documents with File Sync.
Getting More Out of 8am CasePeer - Covers how to manage your files and clients to get the most out of 8am CasePeer.
Implementing 8am CasePeer Advanced - Covers 8am CasePeer Advanced Tier functionality with Text Scheduling, Office Suite Reporting, and the Intake Portal.
Improving the Client Experience with 8am CasePeer - Covers the Client Portal, reviewing the Open Cases Report, setting communication deadlines, demonstrating texting, managing Tasks for your staff, and more.
Integrations Overview - Gives a brief overview of all the companies 8am CasePeer integrates with.
Lien Negotiations - Covers lien negotiation features on the Settlement Tab, the Negotiations & Disbursement Overview screen, and the Lien Negotiation Management screen.
Litigation Webinar - Covers the litigation tab, adding litigation events, discovery, and calendaring.
Setting Goals with 8am CasePeer - Learn how to track your firm's KPIs. We'll do an in-depth review of the Productivity Report, Intake Report, Negotiations & Disbursement Overview, Fees In Report, and more. Analyze your team's productivity and set goals.
Settlement Tab - Covers adding demands, tracking offers, negotiating liens, and the client trust.
Introduction to Zapier - Hosted by Zach Herbert a 8am CasePeer client, covers Zapier Integration, learn how to create Zaps with 8am CasePeer.
Zapier Webinar - Covers how to use Zapier in conjunction with 8am CasePeer to automate actions for new leads and case status changes.