Upgrade to CASEpeer Advanced

To upgrade your CASEpeer subscription to CASEpeer Advanced, follow these steps:

• Navigate to the  Icon in the top right corner of your account.

• Select Upgrade.
• You will see the firm's current Plan. Choose the option to Upgrade Now.

• Select Confirm.

• The billing will automatically be prorated for the duration of the billing cycle. 
• The following features will now be available in your account:
  • Office Suite Reporting
  • Text message scheduling
  • Intake Portal
  • Nightly data sync to AWS S3 bucket for additional reporting
• We recommend booking a training with our team for a streamlined implementation process.