CASEpeer Webinars

Here's a list of our most recent webinar recordings, click on the bolded title to play the webinar. If you'd like to sign up for any future webinars, you can do so here. 

• Administrative Tools 101 - Covers account settings, user management, and navigating administration screens
• Advanced Templates - Covers creating a demand, formatting a pleading or a client disbursement. 
• Automated Workflows - Covers setting up and triggering CASEplan tasks for the different stages of your cases.
• Beginning Templates - Covers contexts, keywords, formatting, and creating basic client and insurance letters.
• Case Management Tips and Tricks - Covers the life cycle of a case in CASEpeer, taught by two case managers.
• Cost Tracking - Covers cost requests, new cost notifications, paying costs, our QBO integration and reporting.
• Custom Intake - Covers activating custom intake, building out forms, and collecting the custom data on new and existing cases.
• Documents 101 - Covers the Documents Tab, creating shortcuts to key files, the Mail Center, and DropBox basics.
• E-Signature - Covers activation, creating a document, sending a document, and managing outstanding documents, powered by HelloSign.
• File Sync - Covers the document editing feature. Learn how to Edit word documents and Excel documents with File Sync. 
• Getting More Out of CASEpeer - Covers how to manage your files and clients to get the most out of CASEpeer.
• Improving the Client Experience with CASEpeer - Covers the Client Portal, reviewing the Open Cases Report, setting communication deadlines, demonstrating Texting, managing Tasks for your staff, and more.
• Integrations Overview - Gives a brief overview of all the companies CASEpeer integrates with.
• Lien Negotiations - Covers lien negotiation features on the Settlement Tab, the Negotiations & Disbursement Overview screen, and the Lien Negotiation Management screen.
• Litigation Webinar - Covers the litigation tab, adding litigation events, discovery, and calendaring. 
• Setting Goals with CASEpeer - Learn how to track your firm's KPIs. We'll do an in-depth review of the Productivity Report, Intake Report, Negotiations & Disbursement Overview, Fees In Report, and more. Analyze your team's productivity and set goals.
• Settlement Tab - Covers adding demands, tracking offers, negotiating liens, and the client trust.
• Zapier Webinar - Covers Zapier Integration, learn how to create Zaps with CASEpeer.