CASEpeer Basics and Fundamentals- Welcome to CASEpeer! In this introductory training, we'll cover basic navigation in CASEpeer. We'll look at how to navigate the main menu, how to add cases, search for cases, update cases, and more.
CASEpeer Intake- This video guides you on how our intake process works.
Admin Training- In this video, we will walk you through the process of managing your firm's account settings in CASEpeer. This training covers topics such as updating your firm's information, managing your firm's default settings, configuring the texting and e-signature integration, and adding and managing user accounts.
Add a User- Join our training session to learn how to add a new user in CASEpeer.
Soluno 101- In this video, we'll take a look at CASEpeer's Soluno integration. We'll create a new Soluno casefile, sync cost checks to Soluno, and sync over trust checks and fee invoices from CASEpeer to Soluno.
OneDrive Integration- In this video, we will walk you through activating the OneDrive integration, creating and linking client folders, and uploading documents through the OneDrive Integration.
Automated Workflows- Learn how to set up, trigger, and manage CASEplan tasks for various stages of your cases.
E-Signature- In this training we will walk you through activating the feature, creating a request, sending a request for signature, and managing outstanding documents, all powered by DropboxSign.
Introduction to Templates- Discover how to format, upload, and generate a welcome letter using CASEpeer's keywords.
Calendar Rules Integration- An overview of how to activate the Calendar Rules integration and how it functions within a case.
Litigation Event Plans- Learn how to activate, create, and apply the Litigation Event Plans Feature to cases.
Settlement Tab Training- This training will guide you on how to add demands, make offers, deposit checks, and issue payments for liens.
Custom Intake Feature- Learn how to create additional fields in CASEpeer's intake process that are already available. This feature is ideal for firms practicing in areas beyond personal injury.
Document Folder Templates Training - Explore how to create document folder templates and apply them to a case's Documents Tab.