Implement Office Suite Reporting

This feature available on CASEpeer Advanced

CASEpeer’s office reporting suite scales with your growing law firm. Turn on our powerful operations layer for insights into performance across offices and teams. Compare performance across your organization, forecast fees, and limit attorneys and staff to view any report by their office or team.

• Essential insights for firms with multiple offices or multi-state operations
• Industry-leading reporting permissions to make sure every individual at a firm can see what they need to perform their responsibilities effectively

Steps to successfully implement Office Suite Reporting - make sure to implement this feature at a time you can add the following all at once to ensure your team maintains access to the appropriate cases:

• Activate Office Reporting Suite
• Add an Office
• Add Teams
• Add Office or Team Permissions to a User
• Assign Offices to a Case
• Manage Firm Texting Numbers
• Review Reporting