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 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 CASEpeer Advanced- Introducing 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 CASEpeer - Covers how to manage your files and clients to get the most out of CASEpeer.

Implementing CASEpeer Advanced - Covers CASEpeer Advanced Tier functionality with Text Scheduling, Office Suite Reporting, and the Intake Portal.

Improving the Client Experience with 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 CASEpeer integrates with.

Zapier Webinar - Covers how to use Zapier in conjunction with CASEpeer to automate actions for new leads and case status changes.

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 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 CASEpeer client, covers Zapier Integration, learn how to create Zaps with CASEpeer.
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