Check out CASEpeer's newest features:
Edit the Paid Date for Costs
Ability to edit the date a cost was paid on both the Cost Tab of a Case and within the Cost Management Screen.
Set the Key Client Photo and Key Damage Photo Using List View
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
Allows users to include or exclude referred cases on the Retained Report.
Case Grades
Available with CASEpeer Advanced
CASEpeer’s Case Grades helps your law firm establish a process for evaluating and prioritizing cases. Customize the firms grading process and implement regular case reviews. Don’t let anything slip through the cracks: flag high value cases for litigation early, identify claims that may be a drain on firm resources, encourage accountability for responsible attorneys and staff.
Our Case Review Report is the easiest way to implement monthly personal injury file reviews
Permission settings include a built-in review layer for case grade changes
Manage updates quickly using the Case Grade Management report
Assign CASEplan Tasks to Offices
Available with CASEpeer Advanced
Firms using Office Suite Reporting can now associate CASEplan tasks to a specific office.
Other Updates:
Retained Report and Intake Report updated to track the retained date entered under the Case Index.
New keyword for including 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