Check out CASEpeer's newest features:
Search by client nickname
Locate a client case with ease by nickname using the main search bar.
Case Statistics Report
Gain a full view of your firm's performance across the organization, with visibility into new signups, lawsuits filed, and settlement amounts, all within the Case Statistics Report.
Rotate Photos
New ability to rotate case and client photos directly within the Photo Tab, no downloads necessary.
Generated templates will autosave to a case
Have peace of mind that crucial documents are all saved in one place.
Other Updates:
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
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