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New Release 10/11/2023
Updated over a week ago

Check out CASEpeer's newest features:

Client Intake Form now available in multiple languages

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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.

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Optimize Case Statuses

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Non-binary Gender Option

  • Ability to assign non-binary gender for cases including applicable template keywords.

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Lien Holder Report

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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

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