- Cases: A summary home tab allows attorneys and staff to assess status at a glance. Organize the details of a case including insurance information, incident details, witnesses, medical treatment, and liens.
- Intake: Stay on top of leads by transitioning leads to retained leads. Include as much or as little information as you want to ensure proper case evaluation. Includes case type, date of incident, lead contact details, referral source, incident address, and injury checklist.
- Client Communication: Track email correspondence and text your clients in-app without giving out a personal cell phone number. View message history easily. Allow clients access to a client portal to receive messages from your team.
- Tasks: Assign and complete tasks or check on tasks assigned to others. Attach priority and deadlines to send urgent tasks to the top of the list. Let alerts automatically notify employees of incoming tasks. Trigger batches of tasks as a file transitions through a stage of a case.
The cost of CASEpeer starts at $85/user/month. The activation fee varies depending on the size of your practice ($225-$875). There is no free trial available. There is no free version available.