Set Up Your CASEpeer Account

Getting started with CASEpeer is easy. As a firm administrator, there are several steps you want to take to get started. Below is a list of steps to take to set up your new account.  

1. Reset all passwords. Make sure your team is using strong passwords and a secure internet connection.
2. Edit user's default and advanced permissions. This will allow your staff to access the necessary information within their CASEpeer account. 
3. Update "Menu Filter" settings for each user. This will ensure staff members appear on the appropriate drop-down menus throughout CASEpeer.
4. Review all your default Account Settings. Go to Account Settings to update your firm's default settlement fees, COPP charges, defendant/client conflict check notifications, firm-wide statute notifications, accounting notifications, and more. 
5. Activate integrations. In Account Settings, you can activate integrations you wish to use with your CASEpeer account. 
6. Sync your CASEpeer calendar to your personal calendar.