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CASE

CASE

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Assign Office Suite Reporting to a Case

Add a File Number to a Case

Add a Referral or Marketing Source to a Case

Indicate a Client is Deceased

Sort Client Insurance

Add a UM or UIM Adjuster

Add Adjusters to a Client Insurance

Add a Client's Property Damage

Add a Key Contact to a Client

Add a Note to an Adjuster Contact

Add a Client Insurance

Delete a Client Insurance

Edit Adjusters on a Client Insurance

Edit Date of Intake

Edit a Client's Property Damage

Edit Client Information

Edit the Retained Date

View Adjuster History on the Client Tab

Update a Defendant's Address

Why Does a Defendant I've used Before Not Show on the Defendant Search Results?

Why Don't I See the Option to Search for a Defendant?

Sort Defendant Insurance

Defendant Search

Add a Defendant

Add a Defendant Insurance

Add Legal Representation

Add a Note to an An Adjuster Contact

Add Adjusters to a Defendant Insurance

Delete a Defendant

Delete a Defendant Insurance

Edit Legal Representation

Edit Adjusters on a Defendant Insurance

View All Defendant Details

View Adjuster History on the Defendant Tab

Edit Incident Description

Edit Incident Details

Edit Police Report Information

Cost Request for Police Report

Update Status of the Police Report

Other Parties Tab

Add an Unrepresented Plaintiff

Add an Other Party

Delete a Witness

Delete a Plaintiff

Edit Other Party

Edit a Plaintiff

How many pixels can a photo be when uploading into CASEpeer?

Block Email Signature Photos

Download Multiple Photos from the Photos Tab

Mass Delete Photos from the Photos Tab

Drag Photos to Documents, to the Desktop, as a File, or with Email

Download All Photos of a Case

Download a Photo

Add a Photo to the Home Tab

Save a Recording or Video

Delete a Recording or Video

Download a Recording or Video

Edit a Recording or Video Details

Play a Recording or Video

Types of Audio and Video Files Compatible with CASEpeer

Edit Current Injuries

Edit Previous Injuries

Medical Treatment Tab

Where do Records on Time Documents Save?

Request Records through Records on Time

Activate Records on Time on the Case

How do I Track Doctor that is Part of a Larger Organization?

Add an Existing Provider to Case

Add a New Health Provider Specialty

Add a New Provider to Case

Clear Records and Billing Requests

Cost Request for Medical Records

Delete a Provider From a Case

Edit a Provider on a Case

How are the Billing Amounts on the Medical Treatment Tab Typically Used?

Mark a Health Provider as "Do Not Use"

What is the Different Between the Signed and Filed Lien Checkboxes on the Medical Treatment Tab?

Sort the Health Providers on the Medical Treatment Tab

Submit a Cost Request for Billing

Update the Billing Status

Update the Client's Treatment Status

Update the Records Status

View Provider History

When to Use the Lien Holder Contact on the Medical Treatment Tab

Health Insurance Tab

Add Health Insurance

Add Subrogation Information

Delete a Health Insurance

Edit Health Insurance

Edit Subrogation Information

View Health Insurance History

Add an Employer

Add Workers' Compensation

Delete an Employer

Edit Workers Compensation Information

Edit an Employer

Update Status of Lost Wages Request

Settlement Advance Tab

Add a Settlement Advance

Delete Settlement Advance

Edit Settlement Advance

Add an Attorney Lien

Delete an Attorney Lien

Edit an Attorney Lien

Miscellaneous Liens

What to Track on the Miscellaneous Liens Tab?

Record a Retainer Fee or Payment from a Client

What is the Difference Between the Fee Logic Percentages 33 1/3% and 33.33%?

Approve a Fee Change Request

Make a Fee Change Request

Track an Advance or Partial Payment to a Client

Add Fees for a Non PI Case

Accept a Settlement Offer

Accept a Final Bill or Lien Reduction Amount

Add a Third Party Demand

Add UM/UIM Demand

Add a Settlement Offer

Add a Third Party Medpay Request

Add a Client Medpay Request

Track Fees for a Referred or Subbed Out Case

Archive Inactive Demands

Delete Items From the Client Trust

Delete a Demand

Edit a Medpay Reimbursement

Delete a Medpay Check

Delete a Medpay Request

Delete a Settlement Offer

Deposit a Medpay Check

Deposit a Settlement Check

Edit Fee Logic on a Demand

Edit a Settlement Offer

Edit or Reduce Running Costs on a Case

Edit MedPay Fees

Edit COPP Charges on a Case

Edit Property Damage Fee on a Case

Update a Medical Bill or Lien Amount on the Settlement Tab

Split Fees on a Case

Unaccept a Medical Bill or Lien Amount

Unarchive a Demand

Use the Worksheet on the Settlement Tab.

Update Status of Settlement Offer

Issue a MedPay Reimbursement

Stage COPP Charges for Disbursement

Issue Payment for Running Costs

Track Payments or Issued Checks on the Settlement Tab

Issue Attorney Fees Reimbursement

Stage a Property Damage Fee for Disbursement

Issue a Client Check

Client Trust Reimbursement

Take Fees on a Settlement Check

Take Medpay/PIP Fees

Add a Litigation Event Plan to a Case

Why is the Case Name not Showing on a Litigation Calendar Event?

Edit Multiple Litigation Event Statuses

Remove Litigation Event Plan Events from a Case

Add Litigation Event Plan Events to a Case

Add Litigation Event

Calculate Litigation Dates

Edit Litigation Event

Remove CalendarRules Events From a Case

Add Judge or Arbitrator to a Case

Edit Judge or Arbitrator

Add a Mediator to a Case

Edit a Mediator

Add a Court to a Case

Edit Court Details

Edit Defendant Service Dates

Expert Witness Tab

Add a New Expert Witness Type

Cost Request for Expert Witness

Edit an Expert Witness

Add an Expert Witness to a Case

Add a CV to an Expert Witness Contact

Add a Discovery Response

Add Request for Discovery

Add an Extension to a Request for Discovery

Delete a Discovery Response

Delete a Request for Discovery

Edit a Discovery Response

Edit a Discovery Request

Mark a Discovery as Completed

Add in an Hourly Rate for Users

Activate Time Tracking in CASEpeer

Edit Time Logged On A Case

Delete Time Logged On a Case

Track Time on a Case

Edit the Date a Cost was Paid

Split Case Costs Across Linked Cases

Edit a Paid Cost

Edit an Unpaid Cost

Void a Paid Cost

What are Cost Codes?

Save a Note to a Linked Case

Publish a Note Draft

Save a Draft of a Note

Delete a Case Note

Edit a Case Note

Add a Case Note

Filter Case Notes

Search Case Notes

Mass Delete Tasks on a Case

Complete a Task

View Firm-Wide Tasks

View All Completed Tasks on a Case

Set a Task Reminder

Edit a Task on a Case

Add a Case Task

Archive All Case Tasks

View Generated Templates

Share a Document Link from CASEpeer

Add a Default Folder Structure to a New Case

Create Document Folder Templates

Delete a Document or Folder

Add a Folder on the Documents Tab

Create Document Subfolders

Locate a Document ID

Add a New Version of an Existing Document

Download Multiple Documents from the Documents Tab

Access a Document Using Tab Access

Create a Shortcut to View a Document on a Case Tab

Delete a Document

Download a Case Document

Download a Document

Edit Document Details

View a Document

Upload a Document to a Case

Can I Add Multiple Statutes?

Create a Custom Statute

How Often Do I Receive Statute Message Reminders?

Update Statute Status for a Defendant

Remove a Custom Statute

Statute Tab Definitions

Waive a Statute

Delete A Sub Out Lien

Assert a Lien For a Subbed Out Case

Accept a Sub Out Lien

Add a Sub Out Lien

Track Subbed Out Cases

Add Fees for a Referred Out Case

Mark a Case as Referred

Where Do Client Portal Messages, Photos, and Documents Appear?

Review Documents Uploaded in the Client Portal

How is the Client Notified If Something Added to Their Client Portal?

Client Portal Troubleshooting

Remove a Message from the Client Portal

Remove Documents from the Client Portal

Add Photos to the Client Portal

Activate or Reactivate Client Portal

Deactivate Client Portal

Invite Your Client to Join Client Portal

Who Receives Messages from Clients through the Client Portal?

Reset a Client's Password on the Client Portal

Share a Document Through the Client Portal

Send a Message through Client Portal

Who Receives Notifications For Documents or Photos Uploaded to the Client Portal by the Client?

Who Receives the Notifications When a Client Uses Their Client Portal?

Client Intake Form

Generate a Client Intake Form Link in the Client's Preferred Language

Review Client Intake Forms

Generate Client Intake Form Link

What is the Difference Between the Various Referred Case Statuses?

How Do I Share a Case?

Case Status For Cases Referred to Another Law Firm for Litigation

Where Should Worker's Comp Liens Be Added?

Wrongful Death Cases Best Practices

What Note Categories are Available in CASEpeer?

Where to Track Gross Receipt Tax on a Case?

Can I Add More Than One Primary Contact to a Case?

What Case Types are Available in CASEpeer?

How is Case Age Calculated?

Where Should Client Costs Be Added?

Is There a Character Limit on Tasks?

What Case Status Should I Use When I'm Waiting For Medical Records or Bills To Come In?

What Is the Trivial or Minor Check Box Used For?

What Triggers the Last Touched Date of a Case?

What is the Difference Between the Subbed Out vs. Subbed Out Closed Case Statuses?

What is the difference between Referred Open and Referred Accepted Open case statuses?

What Does COPP Stand For?

Where Do I Add the Law Firm for Cases that go to UM/UIM Litigation?

Why Are My Notes Not Showing Up On the Right Hand Side of My Case?

I Marked a Case as Filed, Why Do I Still Get Statute Notifications?

Where do Lead Docket Cases Go?

Why Doesn't the Dropdown Arrow Show on the Settlement Fees Section on the Settlement Tab?

What Does EO Stand For in UM/UIM Limits?