Overview of CASEpeer's 2023 features and integrations.
Text Templates
- Create preset texting templates to help automate client responses.
Client Intake Form now available in multiple languages
- Allow 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.
Block email signature photos
- Stop unwanted email signature images from saving to the Photos Tab of your cases.
Lawpay integration
- We have introduced the new LawPay integration, allowing firms to send Quick Bills directly through CASEpeer to their clients.
Calendar agenda view and option to view multiple calendars
- View multiple calendars simultaneously and choose from four different formats to display calendar events.
Case Grades | Available with CASEpeer Advanced
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CASEpeer’s Case Grades assist your law firm in establishing a process for evaluating and prioritizing cases.
Assign CASEplan Tasks to Offices | Available with CASEpeer Advanced
- Firms utilizing Office Suite Reporting can now link CASEplan tasks to a specific office.
Optimize case statuses
- Easily hide any case statuses that your firm does not utilize.
Non-binary gender option
- Capability to assign a non-binary gender for cases, including applicable template keywords.
Lien Holder report
- Track historical medical lien holder metrics.
Search by client nickname
- Quickly find a client case using the main search bar by entering a nickname.
Case Statistics report
- Gain comprehensive insights into your firm's performance across the organization. Track new signups, lawsuits filed, and settlement amounts with the Case Statistics Report.
Rotate photos
- The ability to rotate case and client photos directly within the Photos Tab, eliminates the need for downloads.
Generated templates will autosave to a case
- Enjoy peace of mind knowing that essential documents are all saved in one place.
Task reassignment with multi-select
- Multi-select tasks to reassign from the task management screen.
Productivity graph
- Select the Graph button on the Productivity Report to view the productivity graph.
Sharable links
- Share a case document from CASEpeer's document storage.
Document folder templates
- Automate folder construction on new cases with a document folder template based on case types.
Hona - Milestones integration
Other Updates:
- 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
- Edit the Paid Date for Costs
- Retained Report and Intake Report updated to track the retained date entered under the Case Index
- New template keyword to include 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
- 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 Report
- 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
- 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
- Updates to the account settings page
- Added “sync open cases” functionality to Case Status integration
- Updates to Soluno integration
- New keywords: newest_offer, total_projected_fee, total_medpay_projected, all_costs_unpaid_paid
- New permissions for OneDrive folder creation
- Open Cases Report - added case ID column
- Update to Dropbox Sign integration
- Multi-select added to User Administration with ability to "deactivate"
- New permission added to accept offers
- Minor updates to the Case Status Report
- Ability to add a photo ID for Records on Time Integration
- Update to billing and records addresses on Medical Treatment Tab
- Update to missing client address pop-up
- Ability to filter out trivial cases on the Fee Report
- One auto note added to support multiple photo uploads
- Client communication column added to the Lien Negotiation Management page
- UM/UIM insurance name column added to the Settlement Report
- New permission - user can block images from emails
- Client phone number column added to the Intake Report
- Added 25k/100k insurance policy limit
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