Text Templates

Create preset texting templates to help automate client responses.

Allow your client to translate the intake form into their preferred language.

A link to fully executed E-Signature documents is automatically sent via text and saved to the case.

Stop unwanted email signature images from saving to the Photos Tab of your cases.

We have introduced the new LawPay integration, allowing firms to send Quick Bills directly through CASEpeer to their clients.

View multiple calendars simultaneously and choose from four different formats to display calendar events.

CASEpeer’s Case Grades assist your law firm in establishing a process for evaluating and prioritizing cases.

Firms utilizing Office Suite Reporting can now link CASEplan tasks to a specific office.

Easily hide any case statuses that your firm does not utilize.

Capability to assign a non-binary gender for cases, including applicable template keywords.

Track historical medical lien holder metrics.

Quickly find a client case using the main search bar by entering a nickname.

Gain comprehensive insights into your firm's performance across the organization. Track new signups, lawsuits filed, and settlement amounts with the Case Statistics Report.

The ability to rotate case and client photos directly within the Photos Tab, eliminates the need for downloads.

Enjoy peace of mind knowing that essential documents are all saved in one place.

Multi-select tasks to reassign from the task management screen.

Select the Graph button on the Productivity Report to view the productivity graph.

Share a case document from CASEpeer's document storage.

Automate folder construction on new cases with a document folder template based on case types.

Seamlessly update clients on their case status with the Hona Integration.

Ability to set a photo as the Key Client Photo or Key Damage Photo from the drop-down option available using the list view within the Photos Tab

Exclude Referred Cases on the Retained Case Report

Edit the Paid Date for Costs

Retained Report and Intake Report updated to track the retained date entered under the Case Index

New template keyword to include all providers and all their original bills for all linked cases

Alphabetized list of expert witness contacts when adding a cost request

Option to Filter by "None" under the Specialty drop-down on the Health Providers Report

California government entity defendant type statute of limitations updated to 6 months

Nebraska medical malpractice case type statute of limitations updated to 2 years

Pop-up alert when a document file name is too long

Soluno Integration - New default setting to allow all fee invoices to be sent to the "Review Charges" screen

Soluno Integration - Pop-up alert if an office has not been assigned to the case

Update to negotiations export on the Settlement Tab to include multiple demands

Update to Completed Tasks tab to filter by the "Completed By" user

Update to Medical Treatment Tab to include the names of medical providers when printing

Ability to move documents stored with the OneDrive integration to another folder

Ability to customize Client Intake Form link expiration length

Client Portal activation link extended to 72 hours

Referred By field column available on Retained and Open Case Report

Option to search by DOI in search bar

Intake dashboard now includes Intake Packet case status

New keyword for 3rd party insurance name and total of accepted offers

New keyword for 1st party insurance name and total of accepted offers

New policy limits - 20k, 25k/100k, 1mil/2mil & 1.5 mil

Michigan No Fault/PIP Case Type SOL updated from 3 to 1 year

Montana Medical Malpractice Case Type SOL updated from 3 to 2 years

Records on Time Integration - added driver's license field

Soluno Integration - added client address override option

Soluno Integration - ability to enable release stage option for invoices under Account Settings

Soluno Integration - ability to close a case in Soluno if it’s closed in CASEpeer

Update to case search display for clients with multiple cases

Update to case assignment message

Update to the ability to email case notes

Update to FileSync

Update to the Case Statistics Report

Update to Account Settings editing

Update to task deletion under User Management

Update to photo rotation functionality

Update to Incident Details pop-up

Update to Hona integration

Ability to direct a note to a worker when completing a task

Case type visible in case search and bulk costs results

Added Retained Date column to Dropped Cases Report

Ability to assign Templates based on Office or Team

Insurance address now visible on Client and Defendant Tabs

Added Conflict of Interest to Dropped Case reason drop-down

Ability to assign Office or Team permissions when creating a worker

Idaho Workers' Comp Case Type SOL updated from 2 to 5 years

Added ability to filter for cases over 90 days old in My Cases Report

New keyword for estimated net to client on unaccepted offers

New keyword for total of all final medical bills and health insurance liens

New keyword for the settlement subtotal after subtracting attorney fees

New keyword for the newest offer subtotal after subtracting projected attorney fees

New keyword for current settlement subtotal after subtracting the total bills and health insurance liens from the original settlement subtotal

New keyword for current subtotal after subtracting the total bills and health insurance liens from the original newest offer subtotal

Added ‘accepts liens’ column to Health Provider Report

Added case assistant drop-down to Fees In Report

Added case assistant drop-down to Demand Report

Ability to customize Case Status integration notifications under Account Settings

Soluno integration will now show a list of attorney workers available for case assignments

Ability to view Soluno trust balance from the Client Trust Management page

Soluno pop-up message if a contact needs an address
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Milestones Integration rebranded to Hona

Update to document category spacing

Update to Intake Portal

Update to Referred Tab

Update to referred and subout fees on Client Trust

Update to Kennect integration activation

Update to projected fees keyword

Update to multi-day calendar events

Update to the Lead Attorney column on the Lien Negotiations Management Screen

Updates to the account settings page

Added “sync open cases” functionality to Case Status integration

Updates to Soluno integration

New keywords: newest_offer, total_projected_fee, total_medpay_projected, all_costs_unpaid_paid

New permissions for OneDrive folder creation

Open Cases Report - added case ID column

Update to Dropbox Sign integration

Multi-select added to User Administration with ability to "deactivate"

New permission added to accept offers

Minor updates to the Case Status Report

Ability to add a photo ID for Records on Time Integration

Update to billing and records addresses on Medical Treatment Tab

Update to missing client address pop-up

Ability to filter out trivial cases on the Fee Report

One auto note added to support multiple photo uploads

Client communication column added to the Lien Negotiation Management page

UM/UIM insurance name column added to the Settlement Report

New permission - user can block images from emails

Client phone number column added to the Intake Report

Added 25k/100k insurance policy limit