New Release 12/14/2023

Check out CASEpeer's newest features:

Edit the Paid Date for Costs

• Ability to edit the date a cost was paid on both the Cost Tab of a Case and within the Cost Management Screen.

Set the Key Client Photo and Key Damage Photo Using List View

• Ability to set a photo as the Key Client Photo or Key Damage Photo from the drop-down option available using the list view within the Photos Tab. 

Exclude Referred Cases on the Retained Case Report 

• Allows users to include or exclude referred cases on the Retained Report. 

Case Grades

Available with CASEpeer Advanced 

• CASEpeer’s Case Grades helps your law firm establish a process for evaluating and prioritizing cases. Customize the firms grading process and implement regular case reviews. Don’t let anything slip through the cracks: flag high value cases for litigation early, identify claims that may be a drain on firm resources, encourage accountability for responsible attorneys and staff.

  • Our Case Review Report is the easiest way to implement monthly personal injury file reviews
  • Permission settings include a built-in review layer for case grade changes
  • Manage updates quickly using the Case Grade Management report

 

Assign CASEplan Tasks to Offices

Available with CASEpeer Advanced

• Firms using Office Suite Reporting can now associate CASEplan tasks to a specific office.

Other Updates:

• Retained Report and Intake Report updated to track the retained date entered under the Case Index.
• New keyword for including all providers and all their original bills for all linked cases 
• Alphabetized list of expert witness contacts when adding a cost request
• Option to Filter by "None" under the Specialty drop-down on the Health Providers Report
• California government entity defendant type statute of limitations updated to 6 months
• Nebraska medical malpractice case type statute of limitations updated to 2 years
• Pop-up alert when a document file name is too long
• Soluno Integration - New default setting to allow all fee invoices to be sent to the "Review Charges" screen
• Soluno Integration - Pop-up alert if an office has not been assigned to the case
• Update to negotiations export on the Settlement Tab to include multiple demands 
• Update to Completed Tasks tab to filter by the "Completed By" user 
• Update to Medical Treatment Tab to include the names of medical providers when printing