Added "Client at Fault" as Dropped Reason

New Case Type- Deceptive Trade Practices Act

Hyperlinked e-signature document name in E-signature Management to allow the original document to be downloaded while it's still out for signature

New Zapier fields to track Original Source, Phone Number, and Call Time

New columns added to Leads Management to track Original Source, Phone Number, and Call Time

New keyword {{ referral_fees }} to track fees split with another firm

New keyword {{ total_settlement_fees }} to track total attorney fees when using the split fees feature

Update to keyword {{ firm_fees }} to exclude any fees split with another firm when using the split fees feature

Update to 2FA to save 30-day token for multiple devices

Option to customize the percentage reduction for bills on the Settlement Worksheet

Incident and client address now will autocomplete on intake

CASEpeer message center notification when the external calendar successfully syncs or an event fails to sync

Update to 2FA and sync exactly 30 days after last sync

Update to Productivity Graph

Automatically calculate the still owed amount for medical bills

Retain folder location when editing, renaming or deleting documents

Update Settlement Proceeds and Settlement Fees Reference Amounts to Reflect Offers and Projected Fees

Add Trip / Fall case type

Add option to edit fee logic when taking settlement fees

Add a new keyword for the worker's comp adjuster email

Update to the settlement worksheet to include settlement offer amounts and projected fees

Add payee rows to the Settlement Advance Loan, Health Insurance Liens, Attorney Liens, and Miscellaneous Liens sections of the settlement worksheet

Dynamically calculate the totals for Settlement Advance Loan, Medical Bills, Health Insurance Liens, Attorney Liens, and Miscellaneous Liens sections of the settlement worksheet

Dynamically calculate the net-to-client on the settlement worksheet

7/31/2024

Update to Zapier note creation

Add process service contact type to merge contact list

Update to settlement worksheet to include settlement proceeds, settlement fees, medpay proceeds, and medpay fees reference totals

Update to discovery filter within the Discovery Tab

Add split fees functionality to the Settlement Tab

Require unique email addresses for new users

Update to Nebraska wrongful death SOL

Update to Louisiana SOL

Use:https://supportcenter.casepeer.com/en/articles/9462956-send-faxes-using-the-ringcentral-integration

https://casepeer.zendesk.com/hc/en-us/articles/27110113555085-Activate-Two-Way-Calendar-Sync

Option to ‘remember a device for 30 days’ with 2FA

Plaintiff and Defendant insurance claim notes now show on the Home Tab of a case

Pop-up warning when canceling or deleting an e-signature request

Ability to filter by document categories in a folder

Added Fees In, Def 1 Limits and UM/UIM Limits columns to the Settlement Report

New autonote when a client’s email or address is updated including original details

QBO asset accounts can now be synced with the integration

Soluno Integration - update to cost splitting

Update to bill creation for QBO integration

Update to ‘total_final_bills_health_insurance’ keyword

Add Pinned Note section to all tabs with notes

Option to reset 2FA for a user

Add error message to Account Settings when a deactivated user is present

Update to preferred phone number extension on case index

Update to messages for tasks completed with a note

Downloading case files now sends a link to avoid time out on large cases

CASEplan Management page updated for functionality

Update to cost request notifications with payee address

Update to 'can edit case status' permission to view case workers

Update to incident description keyword

Update to event times reverting to 12am

PDF Editing with Adobe

4-10 and 10+ filter option on Lien Holder Report

Added Case Grade permission

Update to Nebraska Med Mal SOL

Remove Orange from court county dropdown on Litigation Tab

Modify Photos Tab for efficiency

Update to e-signature access based on stripe subscription

Ability to edit the date a cost was paid on both the Cost Tab of a Case and within the Cost Management Screen.

Ability to set a photo as the Key Client Photo or Key Damage Photo from the drop-down option available using the list view within the Photos Tab.

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

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.

Firms using Office Suite Reporting can now associate CASEplan tasks to a specific office.

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

Allows your client to translate the intake form into their preferred language.

A link to fully executed E-Signature documents is automatically sent via text and saved to the case.

Easily hide any case statuses your firm doesn't use.

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

Track historical medical lien holder metrics.

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

Locate a client case with ease by nickname using the main search bar.

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.

New ability to rotate case and client photos directly within the Photo Tab, no downloads necessary.

Have peace of mind that crucial documents are all saved in one place.

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

Sharable Links

Document folder tempates

Updates to the account settings page

Added “sync open cases” functionality to Case Status integration

Updates to Soluno integration

New keywords: newest_offer, total_projected_fee, total_medpay_projected, all_costs_unpaid_paid

Text Templates

Productivity Graph

New permissions for OneDrive folder creation

Soluno integration updates

Open Cases Report - added case ID column

Update to Dropbox Sign integration

Task reassignment with multiselect

Multi-select added to User Administration with ability to "deactivate"

New permission added to accept offers

Minor updates to the Case Status Report

Updates to Soluno integration

Ability to add a photo ID for Records on Time Integration

Update to billing and records addresses on Medical Treatment Tab

Update to missing client address pop-up

block email signature photos

Lawpay Integration

Calendar agenda view

View multiple calendars

Ability to filter out trivial cases on the Fee Report

One auto note added to support multiple photo uploads

Client communication column added to the Lien Negotiation Management page

UM/UIM insurance name column added to the Settlement Report

New permission - user can block images from emails

Client phone number column added to the Intake Report

Added 25k/100k insurance policy limit

Clickable Headers to edit

Track unique referrals with the new referral box on intakes and the case index

added the estimated fund date, policy limits, insurance companies, and the case closed date retained cases reports

Review of folder and folder content when deleting documents

Update to injury checklist

Update on compatibility with HEIC files

Update to cost request addresses for medical providers

Texting icon will appear light grey when a client opts out of texting

Previous text history will now be visible for clients that have opted out of texting

First name, last name, date of birth, deceased, incident address, and client address columns added to the Mass Tort Report

Intake Worker column added to the Dropped Report

Completed litigation events no longer show on the Calendar Report

Contact histories can now be exported from anywhere contact history is available

Case ID column is now included in the Notes Report export

Updated Payee to Issuer/Payee when editing entries on the Client Trust of the Settlement Tab

Update to the editing of Health Provider billing information

Case Status Integration - Documents now automatically sync to the case

Multi-select on case Tasks
​

Ability to export client text history

Customizable Document Folders

Kenect Integration

MultusMedical Integration

Ability to make deposits to Soluno from CASEpeer

Ability to take additional fees on settlement demands

Messages will automatically delete after 90 days

Added 'Reconciled' as a filter and column to the Issued Payments Report

Health Providers marked 'Do Not Use' will be displayed in the Contact Directory

Ability to apply text formatting when replying to messages

Added Incident Address column to Open Cases Report

Ability to replace worker in Accountant role

Records on Time Integration

Case Status Report shows statuses

Larger texting window

Date of Incident column on all case-related reports

Ability to expand the size of the Critical Case Note field

Zapier Integration - Source Type and Source Detail fields can now get pulled into 'zaps'

Updated statute reminder message and inactive cases message to include case status

Updated statute of limitations to 1 year for DUI cases in AZ

Ability for text stylization in Treatment Description field: bullet points, bolding, etc.

Ability to sort reports by DOI

New note category: Collections

Single Use case for Hellosign templates

Ability to "customize" CP Reports

Add "Unemployed" to the Employment Tab

Add Auto Note When Client Phone Number is Edited/Changed

Include the Custom Tab in the Sort Case Tab Order Option

Updates to Add a Drop Down on the Medical Requests Report

Add Outstanding Tasks Column to Productivity Report

Add Wrongful Death Statute for AZ - Include Minors

Add Total Projected Column on Open Cases Report

Lien Negotiator Column on Open Cases Report

Preserve Formatting on Treatment Description Field

Add column to Completed Tasks section for "completed by"

Florida Statute Date Calculation for Minors

Wrongful death statute updates - AZ

Custom Document Categories

CASEplan tasks can be assigned to specific employees

Ability to mark as paid in Bulk Cost uploads

Update to Settlement Negotiations screen

Added Note field to Client Index

Update to Litigation Dashboard

Ability to submit a fee change request for Medpay Fees

Added 'Cousin' as an option for Emergency Contact

Added Demand Note column to Demand Report

Update to Excel exports

Update to Case Details window

Added Court Case Name to advanced search options

Update to All Day Events functionality

Ability to add a note to Client Contact Card

Ability to sort the Completed Note column on Task Management page

Added options to Contact Relationship dropdown - 'Guardian' & 'Administrator of the estate'

Update to status for medical records & billing to change to 'received'

QuickBooks Online Integration - Invoice number now automatically populates

Soluno Integration - Memo on trust checks updated to have client's first and last name

Case Details update on reports.

Added "defendant DUI" and "plaintiff DUI" to Incident Details window

Added “Case Type” option in Missing Information Drop Down on Missing Data Report

Update to Advanced Search screen

New form-fillers on Treatment Details on Injuries Tab

Rolling 30 days - rolling 365 days for E-signature Management

Multiple select on messages (Message center upgrades)

Multi-Select on E-Signature Templates Page

Social Security Number Visible

Ability to search by Incident Report Number

Update to Law Firm History pop-up

Added Hip Injury to Injuries Section on the Intake screen

New auto note when client name is edited in the Case Index Popup

New note when File Number is added or edited

Added Last Touched column to Client Trust Report

Added Contact Type filter on Issued Payments Report

Update to the Federal Entity defendant statute

Updated Litigation Date Fields to include slashes

Added 'Lead Case Only' filter to Retained Cases Report

Update to display of social security number on the Client Tab

Added Completion Note column to Task Management Completed section

Ability to Push Trust Checks Back to Client Trust from Pending - Client Trust Management

Ability to Load Notes Tab from Client Communication Shortcut on Home Tab

Two Factor Authentication & Single Sign-On (Hidden)

Create Sync To Soluno multi-select option for Pending tab of Costs Management Soluno

Rectify Costs Management Regular and QBO

QBO Sync button to sync all costs similar to soluno

New Report - Case Status Report

New LR Status: Signed Distribution Sheet or Pre Distribution

Added a column to the open cases report "Filed Date"

Added defendant address in the "add defendant" popup

UpdatedReview Functionality: When a Client Texts "Yes" an automated message is sent to the firm

Added Multiple Select on Notes Drafts Management & case filter

Added Note Draft

Updated Display total number of pending items on Client Trust screen by case, not line item

Added Column for Date Reviewer Was Assigned to Review the Document in the Review Center

Updated statue for Maryland for 2 years for Workers Comp case type

Updated CA Federal Entity Statutes

Additional Zapier functionality - Zapier triggers for multiple automations. Case status subcategories are now available within case status automations. Client texting through Zapier now includes a URL attachment in the text message content.

Time in Disbursement Column added to Disbursement Overview screen

Soluno Integration - messages only send for faile payments rather than successful ones

Mail Review Center now refreshes to current section when page reloads

Missing Data Report now filters on unique cases

Missing Data Report dropdown list is now alphabetized

Client names are now capitalized in Report, Management, and Overview exports

New auto note when costs are split on linked cases

Costs Management screen display is now optimized

Date of Incident included on Incident Tab when a case is printed or saved as a PDF

Updated the Edit Insurance Contacts permission view

Update to search capabilities in Report Tab

Improved visibility to 'Reply' button in Messages

Updated Nebraska statute for Workers Compensation cases to 2 years

Updated Ohio statute for Medical Malpractice cases to 1 year

Ability to add Tab Access when uploading recordings from Mail Center

Client communication date now updates on Home Tab, My Cases & Open Cases reports when a note is deleted

Update to Advanced Case Search display

Health Insurance on Home Tab now stays blank until 'no insurance' is checked

Soluno Integration - Voided checks are now synced back to CASEpeer

Update to saving adjusters on the Insurance Adjuster Report

Update to October view on Dashboard calendar

Update to number of tasks display on Dashboard

Re-send signed E-signature Documents

Text notification Trigger with Zapier

Added Estimated Case Value column to Retained Cases Report

Indicate if a client has no health insurance on the Health Insurance Tab

Inactive Cases Message can now be turned off under Profile Settings

Statute Reminders can now be turned off under Profile Settings

Soluno Integration - Update to API reconnection pop-up

Update to text message display when photos are included

Update to cost splitting functionality when clients have the same name

Zapier Integration - Leads and change of case statuses

Division of Lien Negotiations and Disbursement Sheets

New case status - Pursuing MedPay

Added 'Incident Report Number' option on Missing Data Report

'Respondent' option now available in the 'Propounded By' dropdown on Discovery Tab

New document category: 'Evidence'

Urgent tasks are now displayed at the top of tasks list on the dashboard

Ability to filter by Lien Negotiator is now available in the Client Trust Report

Assigned Lien Negotiator name has been added to the Client Trust Report

Lien Holder contact note now displays on Medical Treatment Tab

Miscellaneous Lien contact note now displays on Miscellaneous Lien Tab

Cancel and Delete options are no longer available on completed E-signatureScreens

Update to text wrap in Email Section of Mail Review Center

Update to case search in Safari Browser

Update to export to include provider contact specialties

Password Protect Files

Predictive Search

Track Pain Management on Treatment Management

Ability to upload PDFs to the Photos Tab

Ability to reset your password with your username and email address

Documents signed with CASEpeer's E-Signature will automatically be sent to all parties after fully executed

Ability to view lien reduction history for subrogation contacts

Message inbox now remembers your filter settings

New permission - Setting case ratings

New keyword for Client Adjuster Cell Phone

New autonote when a password protected case is accessed

Added 'Open/Closed' and 'Case Status' filters to Task Management screen

Tax ID is now displayed on the Medical Treatment Tab

Insurance Company dropdown on Insurance Adjuster Report now displays the city, state, and zip

Enhancements to E-Signature Templates page

Update to E-Signature Template functionality

Update to document description text box on the Documents Tab

Update to date of medical bills or records that have been re-requested

Soluno Integration - Multiple select now available on Cost Management screen

Soluno Integration - Ability to deactivate under Account Settings

High Value Case Report

Customize Case Tab Order

New auto note when document names change

Ability to bulk remove future case events on closed cases

Improved case search dropdown on 'add event' form

Ability to copy the case bcc email from the case dropdown in search results

Added columns to the Insurance Adjusters Report: Phone & Email

Document Tab now refreshes to current page after saving a change

Searched text highlights added back to Notes Tab and Notes Report

Update to Litigation Event Date Calculator

Hyperlinked client's phone number in the case index

Added 'demand' option in Missing Data Report to see cases without a demand

Added two new note categories: Fax & Mail

Sub Out Law Firm Name now displays on Sub Out Lien Tab

Updated case dropdown when adding or editing a calendar event

Soluno integration: Ability to edit email address for Soluno API users

Soluno integration: Cases connected to Soluno will display the case file number

Soluno integration: Ability to 'View Soluno Balance' on Client Trust Management

File Sync

Rebrand

Document Versioning

Text e-signature contracts

Pin and preview notes

Searched text highlights on Notes Tab and Notes Report

Added 'Last Date of Client Communication' as a green bar on the Home Tab

Ability to filter on 'Lead Cases' in Open Cases Report

Added Critical Case Note column to the Open Cases Report

Completed Discovery items removed from all calendars

Added a case-specific note field for the defendant's & client's insurance

User Management is now scrollable and easy to sort

Document names in Mail Center are preserved if edited

Documents names are preserved when downloaded from Document Shortcuts

Client Portal preserves note format

Client Portal emails include law firm name

Client Portal shows password requirements

Final Amount on Medical Bills section on Settlement Tab now auto-pulls from Original Bill amount

New permission for pinning notes

Law firm name shows on 'Referred To' Tab

Cell Phone Field is now visible when editing a defendant's contact details

ChartSquad Integration - Ability to request a specific date range when requesting records

E-Fax integration - Option to fax from Documents Tab

Update to OneDrive document display

Update to the 'Referred To' Tab while editing contacts

Update to Contact Directory permissions

Update to calendar event pop-up

The calendar view will now default to 8:00 AM

Federal Holidays are an option under Event Filters.

Search by case file number and file number shows on case search results

Check deposited case status

Increased character limit on CASEplan task descriptions to 500 characters

Case status dropdown displays more case statuses when updating the status of the case

Cost Request messages now include information on the payee name, address, file number, and invoice number

Added additional Medical Provider specialties

CASEpeer Calendar automatically resyncs when a user edits which event types sync to their external calendar

Expanded county name field on Incident Tab

Multiselcet on Litigation Management

Multiselect on the Litigation Tab

Case Name on Litigation Events

Improved visibility for All Day events on the calendar

Litigation case name will now show in the Case Index

Added user's last login date to User Management

Added Source Type, Source Detail, Statute Date, and Total Deposited columns to the Open Case Report

Added Source Type and Source Detail columns to Dropped Cases Report

Moved Date of Death field to Client Tab

Deceased clients with a date of death will stop calculating the client's age

Mail Review Center page optimizations

Mail Center page optimizations

New auto note when defendant details are added to a case

Enhanced view when searching for documents

Added a note field to the Incident Report section

Litigation Event auto notes will include more event details

Added new permission for deleting litigation events

Updated view of Medical Bills section on Settlement Tab

New keyword 'trial_date' generates date of trial

New keyword 'all_attorney_liens_block' lists all attorneys on Attorney Liens Tab with contact information

Soluno Integration - permission to view “stage fees” button on Settlement Tab

Update to Trial Date section on Home Tab

Update to Law Firm Contact Histories

Multiselect on documents

Multiselect on photos

500 character critical case note

D document short cut

Full names of workers show in Reports, Management, and Overview screens

Litigation events moved to the bottom of the Litigation Tab

Ability to add cost codes on bulk costs

Notes Report will no longer include 'directed to' notes when filtering on worker

Added new Policy Limit - 1.25 million

CalendarRules Integration - Ability to add a description when creating events

CalendarRules Integration - Assign workers now at top when creating events

New auto note when defendant details are added

New auto note when a user adds or edits an event on a case calendar

'all_providers_billing_block' - generates all of the providers on a case with their billing address & phone number

'police_contact_block' - generates name and address of police contact

Litigation status will be blank if no status is listed on Litigation Management

Update to subrogation auto note

Update to formatting of the defendant phone number

Update to litigation event formatting

Update to Date Range filter in Time Tracking Report

Update to document viewer window in Document Search

Client Intake Forms

Bulk add costs

Added "total accepted liens" tracking to the Productivity Report

Update to formatting on email notes on Notes Tab

New auto note preserving old adjuster information when an adjuster is updated

New auto note when Date of Incident is updated

New case status "Pending Litigation"

New case status “Waiting Minors Birthday”

Updated new calendar event end times to adapt based on start time

Updated Florida statute for Maritime cases to 3 years

Updated Notes Tab export functionality

Sort by timeframe and choose whether or not emails and auto notes are included on the Notes Tab

Added case status dropdown to Settlement Management screen

Added new expert witness types - Childcare Expert & Pathology

Updated display of 33.33% fee logic to 33 1/3%

Added 33.33% fee logic option

New keyword 'litigation_firm' generates litigation firm name assigned to a case

New keyword 'defendant_attorney_cell' generates defendant attorney cell phone number

E-signature Management page optimizations

Updated Arizona statute of limitations for dog bite to 1 year

Updated Arizona statute of limitations for worker's comp to 1 year

Updated Missouri statute of limitations for worker's comp to 2 years

Updated Missouri statute of limitations for public entity defendants to 2 years

Update to directed notes in Message Center

Update to text formatting on DMV section of Incident Tab

Update to subrogation pop up on Health Insurance Tab

Multiselect on Task Management

Edit case index from Reports, Management and Overview screens

Double arrow added to calendar navigation

Added Total Notes aggregate box to Open Case Report

Added Estimated Fund Date column to Open Cases Report

Added total Case Notes column to Notes Report

Added total Case Notes column to to Closed Case Report

Added total Case Notes column to to Fees In Report

Added Deceased column on Client Report

Added ability to filter out deceased clients from Client Report

Updated 'African American' on race dropdown to 'Black or African American'

Litigation Event Plan automatic notes now include event specific details

New calendar events will no longer default to 'all day' events

Added popup warning 'this action cannot be undone' when removing a provider from a case

Added popup warning 'this action cannot be undone' when bulk deleting tasks

Added 33% as a default settlement fee option

New keyword 'death_time' generates client time of death

New keyword 'death_dod' generates client date of death

Update to payee name for liens on Settlement Negotiation Tab

Update to print case option

ChartSquad Integration - Update to Create Client popup

Date and time of death to deceased clients

Added cell phone numbers to contacts

Added Date and Time of Death fields to Wrongful Death and Medical Malpractice cases on the Incident Tab

Date of Death for Wrongful Death and Medical Malpractice cases will display in Critical Case Note

New auto note when a client is marked as 'Deceased'

Default case workers will now receive a message and notification when a new case is created and automatically assigned

Accountants can now be assigned as default case workers in Account Settings

Added ability to 'Remove All' events for Litigation Event Plans on Litigation Tab

Added new health provider specialties - Endocrinology & Hematology

Added new expert witness types - Biomechanics, Cell Phone, Medical Billing & Social Worker

Added new document category - Settlement

Archived tasks will no longer show on the calendar

Added ability to view plaintiff or defendant insurance history from the Contact Directory

Added OneDrive Business option to integrations under Account Settings

Added click-to-call functionality to Client Insurance and Adjuster phone numbers

Updated Kentucky statute of limitations for Worker's Compensation case types to two years

Update to firm texting number display in Account Settings

Update to clearing selected items in dropdowns

Update to "defendant_served" keyword output

Update to phone number field in Client contact details

Update to wrapping of note category column on Notes Tab

ChartSquad Integration - Fax number is no longer required for requests

Soluno Integration - Added Queued Tab to Client Trust Management

Soluno Integration - Added Queued Tab to Costs Management

"all_employers" - generates all employers listed on a case

"litigation_assistant_first" - generates assigned litigation assistant first name

"litigation_assistant_middle" - generates assigned litigation assistant middle name

"litigation_assistant_last" - generates assigned litigation assistant last name

"litigation_assistant_initials" - generates assigned litigation assistant initials

"litigation_assistant_middle_initial" - generates assigned litigation assistant middle initial

"litigation_assistant_phone" - generates assigned litigation assistant phone number

"litigation_assistant_fax" - generates assigned litigation assistant fax number

"litigation_assistant_ext" - generates assigned litigation assistant phone extension

"litigation_assistant_email" - generates assigned litigation assistant email

"litigation_assistant_suffix" - generates assigned litigation assistant suffix

"litigation_assistant_bar_number" - generates assigned litigation assistant bar number

"litigation_assistant_address_p1" - generates assigned litigation assistant street 1 & 2

"litigation_assistant_address_p2" - generates assigned litigation assistant city, state & zip

Litigation Event Plans

Added ability to filter all reports by the Case Status Category

Added a 'deceased' checkbox to the Client Tab

Updated the new defendant pop-up to restrict defendant search only on linked cases, and search results will only display defendants on cases with the same date of loss, unless case is a Mass Tort

Added record and billing requests for prior health providers to the Medical Request Report

Added firm wide calendar events to the Calendar Report when filtered by user

New Permission - User can create Litigation Event Plans

Added the "auto" note category to several automatic notes

Soluno Integration - Updated the disbursed section of Client Trust Management to show only last 30 days

"incident_state" - generates state of incident

"incident_city" - generates city of incident

"provider_office_payee" - generates provider office payee name

"intake_worker_first" - generates assigned intake worker first name

"intake_worker_middle" - generates assigned intake worker middle name

"intake_worker_last" - generates assigned intake worker last name

"intake_worker_initials" - generates assigned intake worker initials

"intake_worker_middle_initial" - generates assigned intake worker middle initial

"intake_worker_phone" - generates assigned intake worker phone number

"intake_worker_fax" - generates assigned intake worker fax number

"intake_worker_ext" - generates assigned intake worker phone extension

"intake_worker_email" - generates assigned intake worker email

"intake_worker_suffix" - generates assigned intake worker suffix

"intake_worker_bar_number" - generates assigned intake worker bar number

"intake_worker_address_p1" - generates assigned intake worker street 1 & 2

"intake_worker_address_p2" - generates assigned intake worker city, state & zip

"case_assistant_first" - generates assigned case assistant first name

"case_assistant_middle" - generates assigned case assistant middle name

"case_assistant_last" - generates assigned case assistant last name

"case_assistant_initials" - generates assigned case assistant initials

"case_assistant_middle_initial" - generates assigned case assistant middle initial

"case_assistant_phone" - generates assigned case assistant phone number

"case_assistant_fax" - generates assigned case assistant fax number

"case_assistant_ext" - generates assigned case assistant phone extension

"case_assistant_email" - generates assigned case assistant email

"case_assistant_suffix" - generates assigned case assistant suffix

"case_assistant_bar_number" - generates assigned case assistant bar number

"case_assistant_address_p1" - generates assigned case assistant street 1 & 2

"case_assistant_address_p2" - generates assigned case assistant city, state & zip

Projected Amount box on Settlement Tab

Apex Chat integration

OneDrive Integration - Added the ability to disconnect a client folder

Added 50% fee logic option

Added E-Service as a delivery option on the Discovery Tab

New UIM Policy Limit - 350k CSL

New Third Party Policy Limit - 350k CSL

Hid lien holder from past and future medical providers

Updated court contact formatting

Updated Florida statute of limitations for public entity defendants to 4 years

Minor update to Cost Management cost sorting

New Permission - User can disconnect Soluno Case File

Soluno Integration - Added the ability to sync check numbers from Soluno

Soluno Integration - Added the option to use payables for cost accounting

Soluno Integration - Added the ability to connect an existing Case File

Soluno Integration - Added the ability to disconnect a Case File

Chartsquad Integration - Minor update to New Patient pop-up

Quickbooks Online Integration - Update to pending costs screen

"client_insurance_block" - generates client insurance company name and address

"defendant_insurance_block" - generates defendant insurance company name and address

"provider_rec_block" - generates provider name and records address

"provider_bill_block" - generates provider name and billing address

"accident_type" - generates accident type

Assign doc categories during upload

Track gender on contacts

Track prior or future medical treatment

Treatment description formatting from the Medical Treatment Tab will now be reflected on the Home Tab

Added “Filed Lien” checkbox on Medical Treatment Tab for current providers

Added Federal Holidays through 2025 to the Litigation Tab date calculator

Added ability to filter user management by office and team

Added disbursement status dropdown to the Negotiation Overview screen

Added ability to filter by case manager to the Check Deposit Report

Added auto note when file location is updated under edit case index

Added auto note “Sent text to client” when a text is sent on a case

Added ability to track the plan type on Client Health Insurance

Added ability to track the plan type on Client Auto Insurance

New Permission - Intake Management Admin Page Access for people who should see other people's leads and have ability to filter - Anyone with our old Intake Management permission are grandfathered to this permission

ChartSquad Integration - Added the ability to disconnect a patient from case dropdown

Captorra Integration - Date of intake is transferred when case is created

Soluno Integration - Updated validation messages for errors

Soluno Integration - Updated account setting interface

Minor update to Litigation Dashboard

Defendant

Attorney

Insurance Adjuster

Property Damage Adjuster

Supervisor Adjuster

Property Damager Supervisor Adjuster

Medpay Adjuster

Medpay Supervisor Adjuster

Multiselect on Reports

Clients can text videos

Help Center in CP with Chat

New permission - Edit Police Contacts

New permission - Add Police Contacts

Added "Case Status," "Lien Negotiator, " "Source Type," "Source Detail," "Estimated Fund Date," and "Estimated Case Value" columns to the Fees In Report

Added an “Office Phone” column to the Health Providers Report

Added bolded case status stages to the case status dropdowns on Reports

New UIM policy limits - 15/30 EO, 25/50 EO, 50/100 EO, & 100/300 EO

New PIP policy limit - 20k

Captorra Integration - Cases are created in a retained status

Soluno Integration - New auto note when line items are pushed from pending disbursement back to the case Client Trust

Soluno Integration - Case files can be created for clients with more than one case

State column on the Open Cases Report now reflects incident state

Update to aggregate boxes on Reports for smaller screens

New Settlement Report

Added projected fees, fee status, settlement, fee percentage, and fees in column to Referred Cases Report

No notifications for tasks you complete yourself

Notifications older than 30 days will automatically clear

Updated the case status "Pending Disbursement" to "Disbursement"

Added a "Subbed Out Date" column on the Subbed Out Report

Updated the auto notes for demands and offers to include the attorney's corresponding note

Updated the "case_manager_role" keyword output

Updated the "retained_date" keyword output

OneDrive Integration - Added ability to edit file names in CASEpeer

Captorra Integration - Gender and incident description fields pull into the case

Soluno Integration - Client trust items of $0.00 will not push to disbursement

Updated default Minnesota statute of limitations to six years, and added statutes for additional case types

Updated Missouri statute of limitations to end one day earlier

Added the new case type Long Term Disability

Fix for multiple day calendar items to show through the proper end date

New permissions - Edit Adjuster Contacts

New permissions - Add Adjuster Contacts

New permissions - Settlement Report Page Access

New permissions - Settlement Report Page Admin Access

New permissions - Unaccept an Offer

New permissions - Edit Accepted Offer Date

View the number of days before a statute expires with the "Days Left" column on the Statute Report

Images can now be uploaded to the Documents Tab of a case

Law firms using the OneDrive integration can edit Excel files

Use the new keyboard shortcut "L" to quickly log time on a case

Restriction on taking fees if there is a pending fee change request

Added a "Complete with Time" option to dropdown for tasks

Added auto note if office or team is changed on a case

Added a 75k option under medpay dropdown

Added the option to have a trigger date for the day a task is due

Added new document categories for "Accounting" and "Medical Payment"

Soluno accounting integration - added the ability to indicate check or credit card payment type on costs

Soluno accounting integration - added the ability to set a default credit card account in settings

Soluno accounting integration - Refactor of the client trust batching functionality

New permissions - Delete photos

New permissions - Delete recordings

New permissions - Add cases

New permissions - Void case costs

New permissions - Request costs

"all_providers_dates_original" generates first - last dates of service and all original bills for all health providers

"all_health_ins_original_final_adjusted" shows the original, final, and adjusted amount for each health insurance

"total_settlement_medpay_fees" is the total of all fees on a case, including medpay fees

"all_providers_adjusted" calculates the total adjusted bills for all health providers

"total_third_party" adds the total of all accepted third party offers

"total_um_uim" generates the total of all accepted UM/UIM offers

Add notes to calendar events and sync them to your outside calendar app

The calendar will now remember your last saved filters

Updates to the time picker for ease of use

You can now add time in 6 minute increments

Log time easily when adding notes or completing tasks

Enter the hourly fee for each attorney or staff member

Law firms can now activate a permission layer for changes to fee logic on individual settlement demands

Requests are collected for review on our new Fee Change Request Management screen

Law firms using teams can now filter by them in almost every report, management, and overview screen

Our teams functionality allows firms to track and filter cases by pod, state, or office location with ease

Notes Report

Demands Report

Defendant Type Report

Medpay Requests Report

New permission - edit health providers

New Permission - edit insurance companies

Added location preview for easier contact management on insurance companies, health insurance, and subrogation companies

Ability to track the last touch by lien negotiator, visible on Lien Negotiations Management and Negotiation & Disbursement Overview screens

Added auto note when disbursement status is changed on the Negotiation & Disbursement Overview screen

Updated the Settlement Management screen so anyone with the basic access to the page will see demands and offers for their cases, not just the lead attorney

Added auto note for when an unaccepted final amount is updated on the Settlement Tab

Updated the time tracking permission

Updated the file location permission

Added “UIM Demanded” to the Treating Overview screen

Ability to filter by "Teams" on the Missing Data Report

Updated “Liens” section on Medical Treatment Tab to “Billing”

Updated Document Review functionality to resolve bug so files reviewed by you are removed from your list

Added a new section to the injury tab, “Treatment Details” to track city and state of treatment

Updated permission for the Mass Tort Report

New keyword "client_block" for client's name and address

New keyword "defendant_block" for a defendant's name and address

New keyword "provider_bill_block" for a health provider's name and billing address

New keyword "provider_rec_block" for a health provider's name and records address

New keyword "subrogation_company_block" for a company's name and address

New Keyword "client_adjuster_block" for an adjuster's name and address

New Keyword "defense_adjuster_block" for an adjuster's name and address

Law firms using Dropbox can now view and edit word documents straight from a case in CASEpeer

Pause and activate CASEplan tasks while building out the best automated task workflows for your firm

See the case rating as a green bar on the Home Tab

Ability for users to see their requested costs on a public view of the Costs Management page

Added summary boxes and additional improvements to the Demands Report

Added time picker to default add calendar event popup

Update to sort Contact Directory by last name

Added “Email” option as a delivery method under discovery

Added invoice number and priority to cost requests on Medical Treatment and Expert Witness Tabs

Added ability to mass assign cases to an accountant in User Management

Add new template keyword for ”all_providers_orig_pip_owed_final”

Update to keyword “all_providers_addresses_original_paid_owed”

Updates to provider billing and records keywords so they populate with the correct default value

Added new note categories: Probate, Phone Call, Meeting, Court

Added new expert witness categories: Oil & Gas

Added new PIP options for larger policies

Fix for sorting the search results page

Fix for payee on Costs Management page

Update to preserve the initial Subbed Out date

Update to MedPay items on the Settlement Management page

Update to Settlement Overview and cases in “Demand Writing” status

Minor updates to filtering on Costs Tab

Minor updates to contact histories

Minor updates to DMV section of Incident Tab

Minor updates to QBO bill popup

Use our new Referred To Tab to track referral details including law firm, attorney, fee, and status.

Track your firm's demand history with our new Demands Report.

Download all the photos on a case with a single click.

Find your reports faster with our alphabetized menu.

Added accountant worker to cases for oversight and use in CASEplan workflows

Added contact case histories to the Contact Directory

Renamed Accounting Management to Costs Management as we add new accounting functionality

Added ability to “accept all” outstanding reduction amounts on the Settlement Tab

Added sent dates and times to the text notification window

Added defendant and client names to the insurance dropdown on Property Damage

Added original medical bills and total settlement to attorney and law firm case histories

Added link to Discovery Tab from type column of Discovery Management screen

Added text opt-in, source type, and source detail filter options to the Missing Data report

Added lead attorney and case manager filters to the Retained Cases report

Added ability to track codes on costs for accounting purposes

Added field for tracking invoice numbers on costs

Added ability to set a priority for cost requests

Added ability to mark costs as reconciled

Added invoice and priority columns to the Costs Management screen

Updated Other Parties Tab to display contact notes

Added ability to track attorneys on the Other Parties Tab

Added auto notes for when documents, photos, or recordings are uploaded to a case

Added auto note for when client trust debits are voided

Added new contact type: Process Servers

Added time and date of death to incident details for Wrongful Death cases

Added link to Injuries Tab from current injuries section of Home Tab

Update to the CASEplan “All Case Type” functionality

Minor update to prevent duplicate cases in Search Results

Minor update to the Time Tracking Tab

Minor update to the Documents Tab

Minor update to the DMV forms popup on the Incident Tab

Minor update to the Notes Tab

Minor update to routing of Medpay / Pip bar on Home Tab

Minor update to the Treating Management screen

Minor update to confirm consistency of case age

Update to the law firm contact merging functionality

Update to the document view window

Update to resolve bug when creating expert witnesses from the Contact Directory

Sync a client's name and phone number to your Mailchimp account in addition to their email.

Track your firm's discovery requests sent to or received from an intervenor.

Use our new statuses on the Other Parties Tab to track depositions.

Use our new default settlement fee option of 22.22%.

Added new case types: Environmental, Entertainment, Wills & Trusts, Intellectual Property

Added new statuses to the Other Parties Tab: Deposition Pending, Deposition Complete, Trial Witness

Added "burn" to the injury checklists

Added PIP limit of $4,500

Added note category: Appeals

Added new expert witness category: Sleep & Fatigue

Added new health provider specialties: Allergy, Immunology

New keyword for health provider billing office name “provider_bill_office”

New keyword for health provider records office name “provider_rec_office”

Update to time fields to ensure accurate data entry

Update to the “Def 1 liability” column on the Treating Management screen

Update to sample case used in CASEpeer tutorial

Minor updates to auto notes triggered by editing case index information

Minor updates to edit custom intake form popup

Minor updates to calendar to improve user experience

Email attachments synced to CASEpeer will now automatically save to cases. Photos save to the Photos Tab, recordings to the Recordings Tab, and documents to the Documents Tab.

You can mark all of your messages as read or unread, and archive or delete all messages in your inbox.

Review your marketing campaigns with our enhanced Source Performance Report.

You can reset a records or billing request status on the Medical Treatment Tab.

Firm administrators can re-assign calendar events from one user to another.

Firm administrators can delete all of the messages or tasks for a user.

Added ability to see the name of a case in the browser tab

Added estimated value, medical bills, defendant policy limits columns to Open Cases Report

Added costs column to Open Cases Report and Closed Cases Report

Added case manager column to Statute Report

Added source type and source detail filters to the Fees In Report

Ability to select a Medpay / PIP supervisor on client and defendant insurance

Ability to pull “court case name” into e-signature templates

Ability to search Missing Data Report by firm file number

Update to naming of cases throughout by last name, first name

Update to provide more information on e-signature notifications

Update to Medical Treatment Tab to display “n/a” records or bills status in green

Update to facilitate calling phone numbers through the Chrome App on phones

Update to add automatic note when new document is uploaded to a case

Minor update to look and feel of calendar to better serve smaller screens

Added new note categories Liability, Value, and Text

Added new health provider specialties Occupational Therapy, and Autopsy

Added new expert witness categories Nursing, Medical Examiner, Weather, Physiatry, Department of Transportation, and Commercial Driver Licenses

Added new case types FELA, Drone Accident, and Pharmaceutical

Added new case statuses Pre Suit, Medical Records Review, Expert Search

Added countries to the country dropdowns for clients who live outside of the U.S.

Added 950k and 950k CSL policy limit options

Added new policy type options on client’s insurance

Added demand note to automatic note regarding new or edited demand

Added n/a option to policy limit drop down on defendant’s insurance

Added additional contact information to provider history popup

Added ability to format treatment descriptions

Update to the liability percentage dropdown with options 0-100

Update to Attorney dashboard

Update to the automatic welcome text so it’s better suited to leads in intake

Update to the event type dropdown on Calendar Report for CalendarRules users

Update to hide deleted medical treatment providers from the Lien Negotiations Management screen

Update to hide deleted medical treatment providers from the Medical Requests Report

Ability to do an advanced search by defendant company name

Ability to opt into receiving alerts of client texts by email

New template keyword “all_providers_addresses” for all providers and their addresses

New template keyword for “all_costs” to list all costs on a case

New template keyword “all_costs_payment” to list all costs and corresponding payment details

New template keywords for name and contact details of the client emergency contact

New template keywords for name and contact details of the workers compensation insurance adjuster

New template keyword “all_client_adjuster_block” for all client adjusters and their addresses

New template keyword “medpay_paid” for amount medpay / pip paid to health provider

New template keyword “wc_claim_number” for workers compensation insurance claim number

New template keyword “wc_policy_number” for workers compensation insurance policy number

New template keyword “visits” for number of visits a client had at a health provider

New template keyword “total_lost_misc” for a total of lost wages and miscellaneous liens

New template keywords for name and contact details of the medpay/pip supervisor

Update to “all_defendants” keyword to include middle names

Update to “all_linked” keyword to include middle names

Update to auto note when client contact details are edited

Update to display informative message when there are issues connecting with CalendarRules

Minor update to medpay/pip column on the Treating Management screen

Minor update to the vendor creation logic on the Quickbooks Online integration

Minor updates to look and feel of the Calendar Report

Minor updates to search results to add linked cases

Minor updates to look and feel of the client contact merge tool

Minor update to field label on Other Parties Tab

Minor update to language, source detail, and source type display in the Case Index area

Minor updates to footer support link text

Minor update to edit adjuster information from Insurance Adjuster Report

Updates to descriptions for certain keywords for consistency and clarity

Fix to the incident report column on the Treating Overview screen

Fix to the Lien Negotiations Management screen for lead attorney filtering

Fix on Settlement Tab updating logic for deleting a medpay check

Fix to the “all_providers_addresses_paid” keyword

Fix for removing workers from Litigation Events

Added new statute for Nursing Home cases in Florida

Updated certain statute deadlines for Missouri

Updated Georgia statute dates to fall within the deadline

New Mailchimp integration allows you add and remove clients from your marketing lists

You can now select service types for deadlines on relevant events with CalendarRules integration.

Your accountant can send all costs with synced vendors to QuickBooks Online with a single click.

Create custom intake forms for your mass tort types.

Ability to add “Incident Description” to e-signature templates

Minor tweaks to QuickBooks Online vendor connect window

Minor tweaks to QuickBooks integration activation flow

Update to payee displaying on the Accounting Management screen

Added age, gender, and race columns to the Client Report

Added team column to the Open Cases Report, if Teams is activated

Added team column to the Closed Cases Report, if Teams is activated

Update to Discovery Management to hide closed cases

New template keywords “spouse_first” and “spouse_last” for client spouse name

New template keywords “spouse_phone” and “spouse_email” for client spouse contact details

New template keyword “total_health_insurance_original” for total original health insurance liens

New template keyword “language” for client’s preferred language

New template keyword “gender” for client’s gender

New template keyword “critical_note” for critical case note

New template keyword “client_doi” for client name and date of loss

New template keyword “case_url” for url of case

Added policy limit 1mil CSL to defendant and client insurance

Added policy limit 10mil to defendant and client insurance

Added policy limit 25mil to defendant and client insurance

Update to “Cannot Delete Defendant” window

Update so attached emails update a case last touched date

Ability to upload HEIC files to the Photos Tab

Added new note categories Co-Counsel, Local Counsel, and Photos

Added new health provider specialties Neuropsychology and Neuropsychiatry

Added new expert witness categories Aquatics, Other, Neurology, Neuropsychology, and Neuropsychiatry

Added new case status Probate

Added new case types Boat Accident and Civil Rights

Updated logic for deleting medpay deposits and reimbursements

Minor tweak to add new case window for invalid date of loss check

Minor tweak to edit case index popup allowing option to trigger CASEplan

Minor tweak to editing of calendar events

Minor tweak to the eFax integration

Minor tweak to the Client Report

Minor tweak to the Settlement Advance Tab

Fix for today’s tasks on Attorney Dashboard

Fix so users without the permission to add time entry will not see the option

Fix to correct spelling of Punjabi in language dropdown

Select which workers on a case receive client text notifications.

You can now see negotiation history with health insurance companies similar to provider history.

New keywords for values on the Settlement Tab.

Ability to sort Open Cases Report by Team

Ability to sort Closed Cases Report by Team

Added new contact type “Interpreter”

Updated case status “Settlement” to “Settlement Negotiations”

Urgent tasks appear in red on Task Management

Ability to add spouse name to an e-signature template

Ability to add client’s preferred phone to an e-signature template

New permission for managing who can change the status of a case

Added Source Type column to Intake Report

New template keyword “officer” for officer’s name in police report section

New template keyword “expert_witness_company” for company name on expert contacts

New template keyword “net_client_projected” for projected client net on Settlement Tab

New template keyword “net_client_issued” for total of checks issued to client

New template keyword “all_providers_specialties_paidowed” for all medical providers with their specialties and paid plus owed bill amounts

New template keyword “all_providers_specialties_original” for all medical providers with their specialties and original bills

New template keyword “all_providers_specialties_final” for all medical providers with their specialties and final bills

New template keyword “all_providers_dates_descriptions” for all medical providers with their treatment dates and descriptions

New template keyword “total_advances” for total settlement advance loans

New template keyword “total_health_insurance” for total health insurance liens

New template keyword “total_miscellaneous” for total miscellaneous liens

New template keyword “total_medpay” for total total medpay on Settlement Tab

New template keyword “medpay_fees” for total total medpay fees on Settlement Tab

New template keyword “firm_fees” for total law firm fees on Settlement Tab

New template keyword “total_fees” for total law firm fees plus attorney liens

New template keyword “total_attorney_liens” for total attorney liens

New template keyword “total_lost_wages” for total lost wages on a case

Added new case types Lemon Law, Real Estate, and Sexual Assault

Adjustments to DMV Forms section of Incident Tab

Minor tweaks to Productivity Report for demand and offer tracking

Minor tweaks to demand expiration reminders

Minor tweaks to “add demand” popup

Minor tweaks to “add note” popup

Minor tweaks to the Custom Tab

Fix for age filter on Open Cases Report

You can now select which notifications you want to receive.

Add and manage your private mass torts. Activate this functionality in your Account Settings

Track your cases by team or office. Activate this functionality in your Account Settings.

Ability to to add an estimated fund date to a case

Ability to see last touched time on the Intake Management screen

Ability to search & filter events on the Litigation Tab

Ability to see the requested date on E-Signature Management

Minor updates to the Custom Tab

Added incident state to the Open and Closed Cases Reports

Added source detail to the case index area

Added new reason for rejection "Conflict of Interest"

Added document category for “Witness Statements”

Added new mass tort types “Abilify” and “DePuy Attune Knee”

Added provider specialty for “Physiatry”

Added new case type “Plane Accident”

Added new litigation event “Jury Fee Deadline”

Ability to add multiple categories to files on the Documents Tab

Ability to sort Open Cases Report by Supervising Attorney

Ability to sort Closed Cases Report by Supervising Attorney

Ability to sort Statute Report by Supervising Attorney

New template keyword “linked_addresses_details” for a list of client and linked clients with their addresses and other details

New template keyword “all_providers_original_adjusted” for all medical providers and their final & adjuster bills

New template keyword “case_name” for client last name v. defendant last name

New template keywords for the firm’s contact information as listed in Account Settings

New template keyword “birth_year” for client's year of birth

Ability for the client to see photos they’ve uploaded through the client portal

Minor updates to keyword dictionary

Minor updates to Mail Center

Minor updates to the search results screen

Minor updates to auto notes on the Edit Case Index popup

Minor updates to the Employment Tab

Archive inactive demands on the Settlement Tab.

Update the “intake date” and “retained date” on any case from the Edit Case Index window.

Ability to filter Discovery Management by Discovery Type

Ability to add firm file number in add new case window

New case type Electric Scooter

New case type Truck Accident

New case type Social Security Disability

Fix for displaying fax number on insurance companies

New Discovery Type of “Notice of Records Depositions”

New health provider specialty of “Counseling”

New dictionary keyword “retained” for the date the case was retained

Added “lost consciousness” to injury checklist

Insurance company email hyperlinked with case email

Update to preserve existing categories on auto notes when edited

Update to show payee name of cost request notifications for health providers

Update to field names on custom intake form builder for clarity

Minor updates to billing page look and feel

Minor updates on file downloads to preserve name

Minor updates on file downloads to preserve type

Minor updates to Mail Center

Minor updates to Add New Case window

Custom Intake

See "future tasks" on the Tasks Management page.

New permission for who can edit logged time entries

Task management page remembers selected filters when switching tabs

System auto-selects defendant insurance when new contact added

Fix for case status “save to linked” on edit assignments popup

Ability to sort Open Cases Report by Last Name, First Name

When new note window is opened, cursor is placed in text box

When new task window is opened, cursor is placed in text box

Ability to select “boyfriend” or “girlfriend” as key contact relationship

New option of 3500 added to PIP dropdown menu

New note category for “Prior Injuries”

New document category for “Mediation”

Added options to indicate client was pedestrian, bicyclist, or other

Estimated case value field added to add new case window

Default task reminder time set to present

New keyword for “still_owed“ on health providers

New keyword “all_case_contacts” for generating list of all contacts on a case

New error messages for templates with errors in if / then logic

Update to prevent firm administrator from deactivating his or her own user

Added cost / lead column to the Source Performance Report

Added case manager filter and column to the Fees In Report

Updated subrogation representatives to sort alphabetically

Fix for sorting Discovery Tab by status

Fix of certain fields for subsequent judges on a case

Minor updates to the Time Tracking Tab

Minor updates to Medical Requests Report

Minor updates to Medical Requests Report

Minor updates to Health Provider search results popup

Minor updates to Expert Witness search results popup

Log time worked on a case with our new time tracking feature. Activate "Time Tracking" in Account Settings.

Find answers in our revamped comprehensive help center. Check it out here.

Set priority levels on your CASEplan tasks

Ability to merge lead sources

Update to calendar user interface for adding and editing events

Ability to add multiple day events

Ability to add location to calendar events

Ability to add a litigation event at any time

Updates to the Lien Negotiations Management screen

Updates to the Closed Cases Report for faster loading and filtering

Minor updates to the keyword dictionary

County copies over when creating new linked cases

Minor updates to e-signature feature

Fractured ribs added to current and past injury checklists

New keywords for "first_visit" and "last_visit" on health providers

Minor updates to the Source Performance Report

Ability to generate template letters on tablets and mobiles

Minor updates to Calendar Rules

Added Case Type to the Litigation Management screen

Updated Settings drop down menu for easier navigation

Fix to prioritize the payee column on the Lien Management screen

Added new totals to the Settlement Advance Tab

Added new expert witness specialty "Neurosurgery"

Track property damage adjusters and supervisors for each insurance company

Set automatic reminders for expiring demands

Add locations to your Litigation Events

Edit the date and time of an event right from the calendar

Ability to add a CASEplan task to several case types at once

Open Cases report interface updated for faster loading

Ability to add photos and documents to case from search results

New columns added to the Source Performance Report for total settlements, total fees, and fees / case

New columns added to Litigation Management for Court and Case Name

New columns added to Litigation Overviews for County and Case Name

Ability to search by case worker roles and incident description on the Missing Data Report

Added firm file number to Accounting Management

Display preview of client insurance legal representation on the Home Tab

Improvements to processing of Hellosign e-signature requests

Added new document category for Lien Negotiations

Added new expert witness specialties Economist, Vocational Rehabilitation, and Life Care Planning

Added new litigation event Witness List Due

Ability to upload HTML files

Updates to reminders and notifications for a smoother user experience

Notifications over 30 days old will be marked as read

New keywords for "client_full_name" and "defendant_full_name"

New keywords for "client_vin" and "defendant_vin"

New keyword for "estimated_value" for estimated case value

New keyword "total_ins_paid"

New keywords for contact information on source details for "source_phone" "source_fax" "source_address_p1" "source_address_p2"

New keyword "all_treatment_descriptions" for all providers with descriptions

New keyword "provider_tax_id" for a health provider contact's tax id

New keywords for "total_owed" and "interest" for settlement advances

New keyword "total_still_owed" for total health bills still owed amount

New keyword "total_client_paid" for total amount of health bills paid by client

Track demands and offers logged by users on the Productivity Report

Add calendar events for any time you need

Use our new keywords to optimize your demand templates

Enhanced search functionality added to the Expert Witness Tab

Ability to clear user on calendar for firm-wide calendar view

Ability to click document names to view in Documents Tab

Ability to upload and view txt files

Ability to upload zip files

New keywords for client medpay, policy limits, pip, and deductible

New keywords for defendant medpay and policy limits

New keyword for all health providers with original bills and paid plus owed amounts

Case name and court county added to Litigation & Litigation Firm Overviews

New case status "Multidistrict Lit" added to Litigation Overviews

Litigation attorney and litigation assistant added to Litigation Overviews

Case Manager column added to Open Cases report

Updated naming of assigned workers field on add litigation event popup

Updates to settings menu on mobile view

Added new PIP options for $8000 and $2000 / $8000

Added source type and source detail to Closed Cases report

Minor updates to e-signature feature

Added note categories for "Settlement Negotiations" and "PIP"

Added new case type "PIP"

New treatment specialties "Psychiatry" "Prosthetics" and "Ophthalmology"

Fix to permit deleting items on the Other Parties Tab

Fix for adding and editing contacts when adding a second judge

Minor updates to LOP language on Medical Treatment Tab

Minor fix to complete task with note window

Track legal representation on the plaintiff's insurance

When clients text photos they will save straight to the Photos Tab

Optimizations developed to speed up page loads

Additional metrics added to productivity report

Search results now show 25 results per page

Updates to enhance calendar loading

Updates to calendar to enhance stability

Updates to the defendant insurance sorting on Home Tab

Added litigation event type Subpoena

Updates to language on Settlement Tab PIP section

Added new dashboard for mass tort intake

Ability to sort defense attorneys by last name

New case status for “Demand Writing”

New case status for “Appeals”

New case status “Disbursed”

New case types for Wrongful Termination, Harassment, Discrimination

New keyword for for the property damage cost

New keyword for for total costs on a case

New keyword for for total settlement amount on a case

New keyword for for all medical providers and their addresses and paid plus owed amounts

New policy limits for 50k CSL and 30k / 85k

Alphabetized counties in drop down on incident tab and new case window

Ability to add middle name to users

Ability to pull user’s middle name or initials into templates

Updates to certain auto notes for clarity

Updates to integrations section of Account Settings

Easy editing of the estimated case value section

Mass Tort report for seeing all cases under a specific mass tort type

Rank cases using our new star rating

Scroll through documents for faster reading

See your text history when sending or replying to text messages

Push Ngage Live chats directly into CASEpeer for streamlined processing

Star rating added to management screens and reports

MRI and Medpay / PIP Tracking added to Treatment Management

Ability to share photos and documents to client portal using "Client Portal" tag

Added functionality for opting out a phone number from texting if the client's selected number is changed

Ability to add a new cost from an existing cost on a case

Ability to enter police report details in the add case window

Language added to the client report

Client receives email notifications for new client portal messages

Updates to the defendant insurance section of the Home Tab

Updates to the edit treatment provider window

Fix for links to old text message images in notes

Due date added in tasks sidebar on Home Tab

New keywords for source type and source detail

New keyword for all defendants served with addresses

New keyword for client's marital status

New keyword for incident description

New keyword for incident county

Updated “referral out” to “referred to” in the add case window

Case email added automatically to all email links on Home Tab

Ability to add non signer worker names to Hellosign templates

Case status column added to Negotiations & Disbursements Overview

Added paging in Mail Review Center

Client text opt-out moved to its own window

Updated note categories for text messages

Added medpay / pip option of 8000

Updates to defendants served dictionary keyword

Updates to edit note functionality

Updates to Settlement Management

Pull fields like client name, date of loss, and more into e-signature templates

Reply to client text messages right from the message inbox

See the original chain on replies in the message center

See the total paid plus owed bills on the Medical Treatment Tab

• Addition of due date on task sidebar

• New way to view and copy case email addresses

• Ability to trigger e-signature requests from Intake Management

• Ability to save plaintiff insurance adjusters on linked cases

• Ability to add medical treatment providers to linked cases

• Added field for estimated case value

• Added 125k / 250k policy limit

• Defendant description added to Home Tab

• New template keyword for all medical providers with addresses and original bills

• New template keyword for all medical providers with paid plus owed amounts

• New template keyword for all medical providers with original and final bills

• New template keyword for paid plus owed amount

• New template keyword for adjusted amount

• New template keyword for current injuries checklist

• New template keyword for total original bills plus client's lost wages

• Replies in message center inherit the category of the original note

• UI updates to multiple select menus and map icons

• New health provider specialties: Infectious Disease & Urology

• Added check type to Issued Payments report

• Medpay / Pip section added to Home Tab green bars

• Update to consistency across notifications

• Added $40,000 medpay option

• Updates to firmwide events

• Search functionality added to Dropbox view of Documents Tab

Integrate CASEpeer with your Dropbox account to see files in both places

Take advantage of our latest updates to our e-signature functionality

Attach documents directly to cases from Mail Center with new permission

Template management relocated to "Settings" menu located under the gear icon

• New template keywords for "previous injuries" and "current injuries"

• Update to dashboard calendar for faster loading

• Custom statute reason added to auto note

• Update to auto note for new litigation events

• New "Case Manager" filter on Open Cases report

• New "Case Manager" filter on Closed Cases report

• Template context "Health Liens" updated to "Health Providers"

• New fields added to the Mail Center popup for better sorting

• Fix allowing check requests directly on Expert Witness Tab

• Update to search for linked cases functionality

• Improvements to the E-Signature Management screen

• New health provider specialites: Oncology, Hematology, and Laboratory

• Update to injury checklist to optimize for smaller screens

• New automatic notes when contracts are sent and signed

Sign up for our powerful new integrated e-signature feature

Clients can text your firm photos, documents, and more

Create accountability with last client communication dates

Clients can send messages through the client portal

New advanced permission for editing statute dates

New advanced permission for editing dates of loss

Notification when client uploads photo through the Client Portal

Documents uploaded through Client Portal go through Mail Review

Keyboard shortcut “e” to add a cost on case

New reason for rejection “Not Our Practice Area”

New medpay policy option “$7,500”

New case status "Demand Prepped"

New note categories “Incoming SMS” and “Outgoing SMS”

“Trigger date” on new task window hidden until due date is added

Time zone selection in Account Settings affects calendar event times

New dictionary keywords including ones to list all defense adjusters and addresses, all providers and original bills, total original bills, all providers and final bills, total final bills, total lost wages

Removed redundant client name header in Message Center preview

Defendant conflict message now displays hyperlinks to cases

Court counties appear in alphabetical order

Auto note when adding or editing discovery event

New health provider specialty “Audiologist”

Checkbox “Missed Work” added to intake checklist

New litigation event type “Ex Parte”

Tax ID now displaying on Health Provider contacts

Fixed date sorting issues on reports and management screens

Fix so “file number” keyword pulls correct data

Fix for auto note when editing insurance to say “edited” instead of “added”

User interface improvements to Advanced Search popup