CASEpeer Training Videos

CASEpeer Basics and Fundamentals- Welcome to CASEpeer! In this introductory training, we'll cover basic navigation in CASEpeer. We'll look at how to navigate the main menu, how to add cases, search for cases, update cases, and more.

Admin Training- In this video, we will walk you through the process of managing your firm's account settings in CASEpeer. This training covers topics such as updating your firm's information, managing your firm's default settings, configuring the texting and e-signature integration, and adding and managing user accounts.

Soluno 101- In this video we'll take a look at CASEpeer's Soluno integration. We'll create a new Soluno casefile, sync cost checks to Soluno, and sync over trust checks and fee invoices from CASEpeer to Soluno.

OneDrive Integration- In this video, we will walk you through activating the OneDrive integration, creating and linking client folders, and uploading documents through the OneDrive Integration.