New Release 10/11/2023

Check out CASEpeer's newest features:

Client Intake Form now available in multiple languages

• Allows your client to translate the intake form into their preferred language. 

Finalized E-Signature documents available via text

• A link to fully executed E-Signature documents is automatically sent via text and saved to the case.

Optimize Case Statuses

• Easily hide any case statuses your firm doesn't use. 

Non-binary Gender Option

• Ability to assign non-binary gender for cases including applicable template keywords.

Lien Holder Report

• Track historical medical lien holder metrics. 

Other Updates:

• Ability to move documents stored with the OneDrive integration to another folder
• Ability to customize Client Intake Form link expiration length
• Client Portal activation link extended to 72 hours
• Referred By field column available on Retained and Open Case Reports
• Option to search by DOI in search bar
• Intake dashboard now includes Intake Packet case status
• New keyword for 3rd party insurance name and total of accepted offers 
• New keyword for 1st party insurance name and total of accepted offers
• New policy limits - 20k, 25k/100k, 1mil/2mil & 1.5 mil
• Michigan No Fault/PIP Case Type SOL updated from 3 to 1 year
• Montana Medical Malpractice Case Type SOL updated from 3 to 2 years
• Records on Time Integration - added driver's license field
• Soluno Integration - added client address override option
• Soluno Integration - ability to enable release stage option for invoices under Account Settings
• Soluno Integration - ability to close a case in Soluno if it’s closed in CASEpeer
• Update to case search display for clients with multiple cases 
• Update to case assignment message
• Update to the ability to email case notes
• Update to FileSync 
• Update to the Case Statistics Report
• Update to Account Settings editing
• Update to task deletion under User Management
• Update to photo rotation functionality
• Update to Incident Details pop-up
• Update to Hona integration