A list of case workers and the features they have permission to access.
These are the permission groups in 8am CasePeer, with a breakdown of their default permissions. To give a user additional permissions, please use the “Advanced Permissions” link in the edit user window or select the dropdown arrow at the end of the row and select "Advanced Permissions."
Firm Administrator
All permissions throughout 8am CasePeer, including ability to edit account settings, users, and payment information
Accounting
Accounting Management Page Access
Case Statistics Report Page Access
Check Deposits Admin Report Page Access
Check Deposits Report Page Access
Client Trust Management Page Access
Client Trust Report Page Access
Fees In Admin Report Page Access
Fees In Report Page Access
Issued Payments Report Page Access
LawPay Management Admin Page Access
Mail Center Access
Manage Cost Codes
Settlement Management Page Access
Settlement Management Page Admin Access
Settlement Report Page Access
Settlement Report Page Admin Access
Time Tracking Report Page Access
User Can Archive Demands
User Can Delete Paid Costs
User Can Delete Unpaid Costs
User Can Deposit Checks
User Can Edit Case Status
User Can Edit or Pay Unpaid Costs
User Can Edit Paid Costs
User Can Interact With LawPay
User Can Interact With Multus Integration
User Can Interact With Rob Levine Legal Solutions (previously Records On Time) Integration
User Can Push To Client Trust
User can push to Disbursement
User Can Request Costs
User Can Set Case Rating
User Can Void Case Costs
User Has Access To CASEpeer File Sync
User Is Allowed To Add Cases
User Is Allowed To Add Police Contacts
User Is Allowed To Delete Litigation Events
User is allowed to delete or void items from client trust
User Is Allowed To Delete Photos
User Is Allowed To Delete Recordings
User Is Allowed To Delete Staged Items From Client Trust
User is Allowed to Delete Tasks
User is Allowed to Edit Worker Assignments on a Case
User Is Allowed To Edit Date Of Loss
User Is Allowed To Edit Or Waive Statutes
User Is Allowed To Edit Police Contacts
User Is Allowed To Unaccept Offer
Attorney Worker
Case Statistics Report Page Access
Check Deposits Report Page Access
Defendant Type Report Page Access
Demands Report Page Access
Disbursement Overview Page Access
E-Signature Management Page Access
Fees In Report Page Access
Insurance Company Report Page Access
LawPay Management Admin Page Access
Lien Holders Report Page Access
Lien Negotiations Overview Page Access
Mail Center Access
Medical Provider Report Page Access
Medical Requests Report Page Access
Medpay Requests Report Page Access
Pending Assignment Overview Page Access
Settlement Management Page Access
Settlement Overview Page Access
Settlement Report Page Access
Text Templates Management Page Access
Treating Management Page Access
Treating Overview Page Access
User Can Accept Offers
User Can Add New Folder For OneDrive
User Can Archive Demands
User Can Delete Paid Costs
User Can Delete Unpaid Costs
User Can Edit Case Status
User Can Edit or Pay Unpaid Costs
User Can Edit Paid Costs
User Can Interact With LawPay
User Can Interact With MoveDocs Integration
User Can Interact With Multus Integration
User Can Interact With Rob Levine Legal Solutions (previously Records On Time) Integration
User Can Mark Cases As High Value
User Can Request Costs
User Can Send E-Signature Requests
User Can Set Case Rating
User Can Void Case Costs
User Has Access To CASEpeer File Sync
User Is Allowed To Add Adjuster Contacts
User Is Allowed to Add Auto Insurance Contacts
User Is Allowed To Add Cases
User Is Allowed to Add Health Insurance Contacts
User Is Allowed to Add Health Provider Contacts
User Is Allowed To Add Police Contacts
User Is Allowed to Add Subrogation Contacts
User Is Allowed To Delete Documents From The Document Tab
User Is Allowed To Delete Litigation Events
User Is Allowed To Delete Photos
User Is Allowed To Delete Recordings
User Is Allowed To Delete Staged Items From Client Trust
User is Allowed to Delete Tasks
User Is Allowed To Edit Adjuster Contacts
User Is Allowed To Edit Date Of Loss
User Is Allowed to Edit Health Provider Contacts
User Is Allowed To Edit Insurance Contacts
User Is Allowed To Edit Or Waive Statutes
User Is Allowed To Edit Pinned Note
User Is Allowed To Edit Police Contacts
User is Allowed to Edit Worker Assignments on a Case
User Is Allowed To Unaccept Offer
Case Management
Mail Center Access
Medical Requests Report Page Access
Pending Assignment Overview Page Access
Treating Management Page Access
Treating Overview Page Access
User Can Accept Offers
User Can Add New Folder For OneDrive
User Can Delete Paid Costs
User Can Delete Unpaid Costs
User Can Edit Case Status
User Can Edit or Pay Unpaid Costs
User Can Edit Paid Costs
User Can Interact With MoveDocs Integration
User Can Interact With Multus Integration
User Can Interact With Rob Levine Legal Solutions (previously Records On Time) Integration
User Can Mark Cases As High Value
User Can Request Costs
User Can Set Case Rating
User Can Void Case Costs
User Has Access To CASEpeer File Sync
User Is Allowed To Add Adjuster Contacts
User Is Allowed to Add Auto Insurance Contacts
User Is Allowed To Add Cases
User Is Allowed to Add Health Insurance Contacts
User Is Allowed to Add Health Provider Contacts
User Is Allowed To Add Police Contacts
User Is Allowed to Add Subrogation Contacts
User Is Allowed To Delete Litigation Events
User Is Allowed To Delete Photos
User Is Allowed To Delete Recordings
User is Allowed to Delete Tasks
User Is Allowed To Edit Adjuster Contacts
User Is Allowed To Edit Date Of Loss
User Is Allowed to Edit Health Provider Contacts
User Is Allowed To Edit Or Waive Statutes
User Is Allowed To Edit Pinned Note
User Is Allowed To Edit Police Contacts
User is Allowed to Edit Worker Assignments on a Case
User Is Allowed To Unaccept Offer
Intake Worker
Dropped Cases Report Page Access
E-Signature Management Page Access
Insurance Company Report Page Access
Intake Management Page Access
Intake Management Page Admin Access
Intake Report Page Access
Investigator Management Page Access
Leads Management Page Access
Lien Holders Report Page Access
Mail Center Access
Manage Client Intake Forms
Manage Firm Lead Sources
Mass Torts Report Page Access
Medical Provider Report Page Access
Pending Assignment Overview Page Access
Referred Cases Report Page Access
Rejected Cases Report Page Access
Retained Cases Report Page Access
Subbed Out Cases Report Page Access
User Can Delete Unpaid Costs
User Can Edit Case Status
User Can Edit or Pay Unpaid Costs
User Can Generate Client Intake Link
User Can Interact With Multus Integration
User Can Interact With Rob Levine Legal Solutions (previously Records On Time) Integration
User Can Request Costs
User Can Review Intake Packets
User Can Send E-Signature Requests
User Can Set Case Rating
User Can Void Case Costs
User Has Access To CASEpeer File Sync
User Is Allowed To Add Cases
User Is Allowed To Add Police Contacts
User Is Allowed To Delete Litigation Events
User Is Allowed To Delete Photos
User Is Allowed To Delete Recordings
User is Allowed to Delete Tasks
User Is Allowed To Edit Date Of Loss
User Is Allowed To Edit Or Waive Statutes
User Is Allowed To Edit Police Contacts
User is Allowed to Edit Worker Assignments on a Case
User Is Allowed To Unaccept Offer
Lien Negotiator
Disbursement Overview Page Access
Insurance Company Report Page Access
Lien Holders Report Page Access
Lien Negotiation Management Page Access
Lien Negotiations Overview Page Access
Mail Center Access
Medical Provider Report Page Access
User Can Delete Unpaid Costs
User Can Edit Case Status
User Can Edit or Pay Unpaid Costs
User Can Interact With Multus Integration
User Can Interact With Rob Levine Legal Solutions (previously Records On Time) Integration
User Can Push To Client Trust
User Can Request Costs
User Can Set Case Rating
User Can Void Case Costs
User Has Access To CASEpeer File Sync
User Is Allowed To Add Cases
User Is Allowed To Add Police Contacts
User Is Allowed To Delete Litigation Events
User Is Allowed To Delete Photos
User Is Allowed To Delete Recordings
User Is Allowed To Delete Staged Items From Client Trust
User is Allowed to Delete Tasks
User Is Allowed To Edit Date Of Loss
User Is Allowed To Edit Or Waive Statutes
User Is Allowed To Edit Police Contacts
User is Allowed to Edit Worker Assignments on a Case
User Is Allowed To Unaccept Offer
Litigation
Defendant Type Report Page Access
Discovery Management Page Access
Insurance Company Report Page Access
Lien Holders Report Page Access
Litigation Management Page Access
Litigation Overview Page Access
Mail Center Access
Mass Torts Report Page Access
Medical Provider Report Page Access
Medical Requests Report Page Access
User Can Archive Demands
User Can Delete Unpaid Costs
User Can Edit Case Status
User Can Edit or Pay Unpaid Costs
User Can Interact With Multus Integration
User Can Interact With Rob Levine Legal Solutions (previously Records On Time) Integration
User Can Request Costs
User Can Set Case Rating
User Has Access To CASEpeer File Sync
User Is Allowed To Add Cases
User Is Allowed To Add Police Contacts
User Is Allowed To Delete Litigation Events
User Is Allowed To Delete Photos
User Is Allowed To Delete Recordings
User is Allowed to Delete Tasks
User Is Allowed To Edit Date Of Loss
User Is Allowed To Edit Or Waive Statutes
User Is Allowed To Edit Police Contacts
User is Allowed to Edit Worker Assignments on a Case
User Is Allowed To Unaccept Offer
Office Manager
Accounting Management Page Access
CASEplan Page Access
Case Status Report Page Access
Check Deposits Admin Report Page Access
Check Deposits Report Page Access
Client Report Page Access
Client Trust Management Page Access
Closed Cases Report Page Access
Defendant Type Report Page Access
Demands Report Page Access
Disbursement Overview Page Access
Document Template Upload Center Page Access
Dropped Cases Report Page Access
E-Signature Management Page Access
E-Signature Templates Page Access
High Value Cases Report Page Access
Insurance Adjusters Report Page Access
Insurance Company Report Page Access
Intake Management Page Access
Intake Management Page Admin Access
Intake Report Page Access
Issued Payments Report Page Access
Leads Management Page Access
Lien Holders Report Page Access
Lien Negotiation Management Admin Page Access
Lien Negotiation Management Page Access
Lien Negotiations Overview Page Access
Litigation Overview Page Access
Mail Center Access
Manage Cost Codes
Manage Custom Intakes
Manage File Locations
Manage Private Mass Tort Types
Mass Torts Report Page Access
Medical Provider Report Page Access
Medical Requests Report Page Access
Medpay Requests Report Page Access
Notes Report Page Access
Notes Report Page Admin Access
Open Cases Report Page Access
Pending Assignment Overview Page Access
Productivity Report Page Access
Referred Cases Report Page Access
Rejected Cases Report Page Access
Retained Cases Report Page Access
Settlement Management Page Access
Settlement Management Page Admin Access
Settlement Overview Page Access
Settlement Report Page Access
Settlement Report Page Admin Access
Subbed Out Cases Report Page Access
Text Templates Management Page Access
Time Tracking Report Page Access
Time Tracking Report Page Admin Access
Treating Management Page Access
Treating Overview Page Access
User Can Access Missing Info Report
User Can Add New Folder For OneDrive
User Can Archive Demands
User Can Attach Mail Center Documents Directly To Case
User Can Create and Manage Teams
User Can Delete Paid Costs
User Can Delete Unpaid Costs
User Can Edit Case Status
User Can Edit or Pay Unpaid Costs
User Can Edit Paid Costs
User Can Interact With Multus Integration
User Can Interact With Rob Levine Legal Solutions (previously Records On Time) Integration
User Can Manage Document Folders
User Can Mark Cases As High Value
User Can Request Costs
User Can Send E-Signature Requests
User Can Set Case Rating
User Can Void Case Costs
User Has Access to All Documents in the Mail Review Center
User Has Access To CASEpeer File Sync
User Is Allowed To Add Adjuster Contacts
User Is Allowed to Add Auto Insurance Contacts
User Is Allowed To Add Cases
User Is Allowed to Add Health Insurance Contacts
User Is Allowed to Add Health Provider Contacts
User Is Allowed To Add Police Contacts
User Is Allowed to Add Subrogation Contacts
User Is Allowed To Delete Documents From The Document Tab
User Is Allowed To Delete Litigation Events
User Is Allowed To Delete Notes
User Is Allowed To Delete Photos
User Is Allowed To Delete Recordings
User is Allowed to Delete Tasks
User Is Allowed To Edit Adjuster Contacts
User Is Allowed To Edit Date Of Loss
User Is Allowed to Edit Health Provider Contacts
User Is Allowed To Edit Insurance Contacts
User Is Allowed To Edit Or Waive Statutes
User Is Allowed To Edit Police Contacts
User is Allowed to Edit Worker Assignments on a Case
User Is Allowed To Unaccept Offer
User Is Allowed To View All Open Clients Information
Intake Portal
Intake Portal Access
Receptionist
Mail Center Access
User Can Set Case Rating