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New Release 8/30/2023
Updated over a week ago

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

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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

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