Check out CASEpeer's newest features:
Client Intake Form now available in multiple languages
Allows your client to translate the intake form into their preferred language.
Finalized E-Signature documents available via text
A link to fully executed E-Signature documents is automatically sent via text and saved to the case.
Optimize Case Statuses
Easily hide any case statuses your firm doesn't use.
Non-binary Gender Option
Ability to assign non-binary gender for cases including applicable template keywords.
Lien Holder Report
Other Updates:
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 Reports
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