CASEpeer

byCASEpeer

CASEpeer is a cloud-based case management software tailored specifically for personal injury law firms. It offers a comprehensive suite of tools designed to streamline case handling, enhance client communication, and improve overall firm efficiency.

Features

  • Case and Contact Management: Organize and manage case details and client information effectively.
  • Task Management: Assign tasks, set reminders, and track progress to ensure timely case handling.
  • Client Portal: Provide clients with secure access to case updates, documents, and communication channels.
  • Automated Statute Alerts: Receive timely notifications about relevant legal deadlines and statutes.
  • Settlement Negotiations: Manage and document settlement discussions and agreements.
  • Medical Treatment Tracking: Monitor and record medical treatments related to each case.
  • Case Expense Tracking: Keep track of expenses associated with each case for accurate billing.
  • Client Trust Tracking: Manage client trust accounts and ensure compliance with legal requirements.
  • Calendaring and Calendar Sync: Schedule and manage important dates, with synchronization across devices.
  • Unlimited Document Storage: Store and access an unlimited number of documents securely.
  • Document Automation: Generate standard legal documents automatically to save time.
  • Task Workflows: Create and manage workflows to automate routine tasks.
  • Client Intake Management: Streamline the client intake process with customizable forms and portals.
  • Two-Way Texting (Includes Accepting Images): Communicate with clients via text messages, including the ability to send and receive images.
  • E-Signature: Obtain electronic signatures on documents for faster processing.
  • Reporting: Access over 50 turnkey reports, including High Value Cases Report, Medical Requests Report, and Firm Productivity Report.
  • Integrations: Connect with various applications such as Dropbox, OneDrive, QuickBooks Online, and Zapier for enhanced functionality.
  • Legal AI: Utilize AI-powered writing assistance to draft and edit legal documents efficiently.

Categories

Practice ManagementLegal CRM & Client IntakeLegal Workflow Automation

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇺🇸 San Diego, United States
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