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New Release 12/14/2023
Updated over 6 months ago

Check out CASEpeer's newest features:

Edit the Paid Date for Costs

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Set the Key Client Photo and Key Damage Photo Using List View

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Exclude Referred Cases on the Retained Case Report

  • Allows users to include or exclude referred cases on the Retained Report.

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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

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Assign CASEplan Tasks to Offices

Available with CASEpeer Advanced

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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

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