Check out CASEpeer's newest features:
Search by client nickname
- Locate a client case with ease by nickname using the main search bar.
Case Statistics Report
- Gain a full view of your firm's performance across the organization, with visibility into new signups, lawsuits filed, and settlement amounts, all within the Case Statistics Report.
Rotate Photos
- New ability to rotate case and client photos directly within the Photo Tab, no downloads necessary.
Generated templates will autosave to a case
- Have peace of mind that crucial documents are all saved in one place.
Other Updates:
- Ability to direct a note to a worker when completing a task
- Case type visible in case search and bulk costs results
- Added Retained Date column to Dropped Cases Report
- Ability to assign Templates based on Office or Team
- Insurance address now visible on Client and Defendant Tabs
- Added Conflict of Interest to Dropped Case reason drop-down
- Ability to assign Office or Team permissions when creating a worker
- Idaho Workers' Comp Case Type SOL updated from 2 to 5 years
- Added ability to filter for cases over 90 days old in My Cases Report
- New keyword for estimated net to client on unaccepted offers
- New keyword for total of all final medical bills and health insurance liens
- New keyword for the settlement subtotal after subtracting attorney fees
- New keyword for the newest offer subtotal after subtracting projected attorney fees
- New keyword for current settlement subtotal after subtracting the total bills and health insurance liens from the original settlement subtotal
- New keyword for current subtotal after subtracting the total bills and health insurance liens from the original newest offer subtotal
- Added ‘accepts liens’ column to Health Provider Report
- Added case assistant drop-down to Fees In Report
- Added case assistant drop-down to Demand Report
- Ability to customize Case Status integration notifications under Account Settings
- Soluno integration will now show a list of attorney workers available for case assignments
- Ability to view Soluno trust balance from the Client Trust Management page
- Soluno pop-up message if a contact needs an address
- Milestones Integration rebranded to Hona
- Update to document category spacing
- Update to Intake Portal
- Update to Referred Tab
- Update to referred and subout fees on Client Trust
- Update to Kennect integration activation
- Update to projected fees keyword
- Update to multi-day calendar events
- Update to the Lead Attorney column on the Lien Negotiations Management Screen
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