ACCOUNT ADMINISTRATION
154 articles
Update Firm Address
Defendant Client Conflict Check
Why am I Receiving a CASEpeer 403 Error?
Hide Case Statuses
Why am I Receiving a Select a Valid Choice Error?
Mass Assign or Remove Permissions
CASEpeer Advanced
Upgrade to CASEpeer Advanced
Downgrade to CASEpeer Pro
Implement Office Suite Reporting
Activate Offices
Set Document Sharing Duration
Create a Default Folder Structure by Case Type
Activate Text Templates
Create a Text Template
Connect a Case to Hona (Previously Milestones)
Activate the Hona Integration
Activate the Rob Levine Legal Solutions (previously known as "Records on Time") Integration
Activate Two-Factor Authentication
Price Adjustment FAQs & Resources
CASEpeer New Features
Why am I Receiving a CASEpeer Not Secure Message
What Data is Pushed from CASEpeer to Case Status?
Activate the Alert Communications Integration
Activate the Apex Chat Integration
Activate Client Intake Forms
Activate the Client Chat Live Integration
Activate Fee Change Requests
Activate the Lead Docket Integration
Activate Ngage Live Chat Integration
Add Office or Team Permissions to a User
Create File Locations
Add an Office
Turn on File Location
Turn on Litigation Event Plans
Team Dashboard
Restore a Deleted Case
Remember Filters on Reports, Management and Overview Screens
CASEpeer Integrations and Additional Features Costs
Set Who Should Receive Firm-Wide Cost Request Notifications
Choose Who Should Receive Firm-Wide Conflict Notifications
Choose Who Should Receive Firm-Wide Statute Notifications
Edit Default COPP Charges Added to New Cases
Edit Default Property Damage Fees Added to New Cases
Edit Default Settlement Fee for New Cases
Edit Law Firm Details
Restrict Access to CASEpeer by IP Address
Set Your Law Firm's Default Case Worker Assignments for New Cases
Set Your Law Firm's Default Litigation Court Counties
Set Your Law Firm's Time Zone
Activate Cost Codes
Activate Leads Management
Why Aren't My Integrations Showing Up Under Account Settings?
Select Default Document Storage Option
Reset Two-Factor Authentication for a User
Log in with Two-Factor Authentication
Mass Re-Assign Events
Mass Delete Messages for a User
Activate a User that Has Been Deactivated
Add a New User
Choose a Strong Password for CASEpeer
Update a User's Dashboard
Deactivate a User
Edit a User
List of Permission Groups Built Into CASEpeer
Locate a User's Username
Login Troubleshooting
Manage a User's Permissions
Mass Delete Tasks for a User
Mass Assign a Worker by Role
Mass Re-Assign Tasks
Replace or Reassign Case Workers
Reset a User's Password
Select Which Case Assignment Drop Downs a User Will Appear In
Set a User's Time Zone
Why is my username already taken?
Making Your First Template
Assign Templates to Specific Offices and Teams
Send a Letter of Representation
How Much Does It Cost Per Template Outside Of The Ten Included With Our Account?
How Do Template Contexts Work?
What are Template Keywords?
Differences Between {{ net_client_issued }} and {{ net_client_projected }}
Beginning and Advanced Template Webinars
Generate Template Letters with OneDrive
Generate Template Documents or Letters in a Case
Update a Template
Upload a Template
What is a Template?
Where Do I Find All of My Firm's Templates?
Where to Find Template Keywords?
Generate a Template from the Documents Tab