Managing a Case
- Create New Linked Case
- Delete a Case
- Add a Case Task
- Add a Case to the High Value Cases Report
- Add a New Case
- Add a New Case to an Existing Client
Home Tab
Client Tab
- Indicate a Client is Deceased
- Sort Client Insurance
- Add a UM or UIM Adjuster
- Add Adjusters to a Client Insurance
- Add a Client's Property Damage
- Add a Key Contact to a Client
Defendant Tab
- Update a Defendant's Address
- Why Does a Defendant I've used Before Not Show on the Defendant Search Results?
- Why Don't I See the Option to Search for a Defendant?
- Sort Defendant Insurance
- Defendant Search
- Add a Defendant
Incident Tab
Other Parties Tab
- Add an Unrepresented Plaintiff
- Add an Other Party
- Add a Witness
- Delete a Witness
- Delete a Plaintiff
- Edit Other Party
Photos Tab
- How many pixels can a photo be when uploading into CASEpeer?
- Rotate Photos
- Block Email Signature Photos
- Download Multiple Photos from the Photos Tab
- Mass Delete Photos from the Photos Tab
- Drag Photos to Documents, to the Desktop, as a File, or with Email
Recordings Tab
Injuries Tab
Medical Treatment Tab
- Where do Records on Time Documents Save?
- Request Records through Records on Time
- Activate Records on Time on the Case
- How do I Track Doctor that is Part of a Larger Organization?
- Add an Existing Provider to Case
- Add a New Health Provider Specialty
Health Insurance Tab
Employment Tab
Settlement Advance Tab
Attorney Liens
Miscellaneous Liens
Settlement Tab
- What is the Difference Between the Fee Logic Percentages 33 1/3% and 33.33%?
- Approve a Fee Change Request
- Make a Fee Change Request
- Track an Advance or Partial Payment to a Client
- Add Fees for a Non PI Case
- Accept a Settlement Offer
Litigation Tab
- Add a Litigation Event Plan to a Case
- Why is the Case Name not Showing on a Litigation Calendar Event?
- Edit Multiple Litigation Event Statuses
- Remove Litigation Event Plan Events from a Case
- Add Litigation Event Plan Events to a Case
- Delete a Judge
Expert Witness Tab
Discovery Tab
- Add a Discovery Response
- Add Request for Discovery
- Add an Extension to a Request for Discovery
- Delete a Discovery Response
- Delete a Request for Discovery
- Edit a Discovery Response
Time Tracking
Costs Tab
- Edit the Date a Cost was Paid
- Split Case Costs Across Linked Cases
- Add a Cost
- Delete a Cost
- Edit a Paid Cost
- Edit an Unpaid Cost
Notes Tab
- Save a Note to a Linked Case
- Publish a Note Draft
- Save a Draft of a Note
- Pin a Note
- Delete a Case Note
- Edit a Case Note
Tasks Tab
- Mass Delete Tasks on a Case
- Delete a Task
- Complete a Task
- View Firm-Wide Tasks
- View All Completed Tasks on a Case
- Set a Task Reminder
Documents Tab
- View Generated Templates
- Share a Document Link from CASEpeer
- Add a Default Folder Structure to a New Case
- Create Document Folder Templates
- Delete a Document or Folder
- Add a Folder on the Documents Tab
Statute Tab
- How Often Do I Receive Statute Message Reminders?
- Can I Add Multiple Statutes?
- Create a Custom Statute
- Update Statute Status for a Defendant
- Remove a Custom Statute
- Statute Tab Definitions
Subbed Out Tab
Referred To
Client Portal
- Where Do Client Portal Messages, Photos, and Documents Appear?
- Review Documents Uploaded in the Client Portal
- How is the Client Notified If Something Added to Their Client Portal?
- Client Portal Troubleshooting
- Remove a Message from the Client Portal
- Remove Documents from the Client Portal
Client Intake Form
Case FAQs
- What is the Difference Between the Various Referred Case Statuses?
- How Do I Share a Case?
- Case Status For Cases Referred to Another Law Firm for Litigation
- Where Should Worker's Comp Liens Be Added?
- Wrongful Death Cases Best Practices
- What Note Categories are Available in CASEpeer?