8am CasePeer is equipped with many features to help you with your day-to-day. Getting started is easy and we want to make sure you get the most out of 8am CasePeer's features and integrations. Below is a list of tips that will help you as you get started working in 8am CasePeer.
Administrative Training
We encourage firm administrators to watch our Administrative Training.
Initial Team Training
To ensure a smooth transition, the entire firm should watch our pre-recorded Training & Fundamentals video.
Help Center
Additionally, we have a vast Help Center Library that helps you learn about all of our features and how to best-use CasePeer. Simply search for a keyword or phrase to start learning!
We have also broken out Help Center into various categories to enable you to browse by topic:
Live Chat and Email Support
If you can't find what you are looking for, have additional questions, or any suggestions you can contact us directly via the live chat feature in CasePeer, emailing us at support@casepeer.com, or calling (949) 416 5777.
For live help our team is available from 9 AM Eastern/6 AM Pacific to 8 PM Eastern/5 PM Pacific.
Live Training Session
To book a live training or account review with your Onboarding Manager, you can schedule a date/time here.
Templates
Your account includes ten complimentary templates. We recommend starting with the letters your firm uses most, typically a welcome letter, representation letters to both client and defendant adjusters, and billing and records requests. Email these to support@casepeer.com in a .docx format to get star
Tips for getting started with CasePeer
Don't Skip on Data Entry
Focus on adding all your cases into CasePeer to ensure a wholistic view of your firm, including important data points like statute, case status, and worker assignments. Ensuring all of the case fields are complete will help generate accurate reports. 8am CasePeer's Missing Data Report will help give an overview of missing data. Learn more about the Missing Data Report.
Activate 8am CasePeer Integrations
8am CasePeer offers numerous integrations that will assist your workflow. Learn about integrations.
Opt-in Client's for Texting
Once an administrator has activated the client texting integration, start sending and receiving texts to and from clients directly in 8am CasePeer. Keep clients reminded about doctor's appointments, easily check-in with them regarding the status of their treatment, and inform them about important events on their case. Client's can easily text you photos that will save directly to the photos tab. Learn more about Texting.
Sync Your Calendar
Sync your 8am CasePeer calendar with your outside calendar. Learn how to link your calendar.
Utilize Your Case Bcc's
Each case has a unique BCC through 8am CasePeer's email integration that will allow you to attach an email to your case. You can also save documents, photos, and recordings to a case via an email attachment. Learn more about Email Integration.
Use Case Statuses
As you progress through a case, update the case status to reflect the appropriate status of the case. Statuses are categorized by cases in Intake, Pre Litigation, Litigation, and Close Out. It is important to update case statuses for 8am CasePeer to generate accurate reports for your firm.
Use Reports
8am CasePeer is equipped with numerous reports and management screens for your firm. We have reports that will assist you with case overview, settlement, lead tracking, productivity, and many more. Learn more about reports.
Utilize 8am CasePeer Templates
Drafting letters can become tedious. Streamline your workflow with 8am CasePeer's template generation feature. Upload templates that can auto-populate recipients demographics as well as case caption information, demands, and more. Learn more about templates.
Check Your Notifications and Messages
Be sure to stay on top of notifications and messages to ensure nothing is being overlooked. Learn more about messages.
Complete Tasks
As you work your cases, mark tasks as complete or complete with note. This allows for an accurate reflection of work completed in the case.
Utilize the Client Portal
Invite clients to join the client portal. Clients can upload documents and photos and stay informed about their case. Learn more about the Client Portal.