CASEpeer 101 | CASEpeer

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CASEpeer 101

CASEpeer 101

22 articles

Getting Started in Marketing

Tips for getting Started with CASEpeer

Set Up Your CASEpeer Account

Making Your First Template

A Firm Administrator's Guide to CASEpeer

CASEpeer for Receptionists

Lien Negotiations

Getting Started as a Lien Negotiator

Assign an Intake Packet to an Investigator

Getting Started as an Intake Worker

Using Reports as an Intake Worker

Lead Source Tracking with CASEpeer

Case Managers and Case Assistants

Getting Started as a Case Manager or Case Assistant

Manage a Case with CASEpeer

Using Reports as a Case Manager

Tracking Your Client's Medical Treatment in CASEpeer

Settle a Case with CASEpeer

Use Open Case Report

Getting Started as an Attorney

Using Reports as an Attorney

Overseeing Cases in CASEpeer as a Managing Attorney

CASEpeer for Litigation Assistants