CASEpeer

Comentários: Excellent software from top to bottom. Since we started using Casepeer, it keeps getting better. I used to work in the settlement and disbursement areas. While the older versions felt a bit clunky, many of our suggestions have been implemented successfully. With the newest version, settling liens with healthcare providers and generating crucial documents have never been more effortless. I now primarily work with the accounting functions, which greatly helps me manage case costs, settlements, and trust accounts. At our firm, we are very diligent in noting and documenting just about everything that goes on with a case. Casepeer automatically documents every modification and change to a file which allows us to trace a case's history back to the beginning. The great search functionality and extensive data points within the software means we are be able to pick up a case where we left off and know exactly what's going on. Being able to task and direct notes to other colleagues also helps make sure priority items do not fall through the cracks. Overall, working with Casepeer is like having an additional teammate, optimizing our productivity and making case management much easier.

Vantagens: The software looks great, navigating the site is very intuitive. It also keeps track of all the important data points, which is vital to our firm as accuracy is key. The developers are also always open to suggestions and improvements, so the program is always evolving and getting better.

Desvantagens: There are some useful features that are still in development, such as the ability to have more control over the trust account. Otherwise, the software works really well.

Comentários: After reviewing several other platforms, we're glad we went with CASEpeer. Our firm is more efficient because we use it, and our attorneys have a greater sense of control over their cases because of it. Case management can be maddening, but CASEpeer was obviously designed from the ground-up to make the process as efficient and easy as possible. The user interface is intuitive and easy to learn, which makes training new staff easy. It's been dependable - we haven't had technical glitches, and the integration process was actually more smooth than we expected. We've had no shortage of questions, and the customer service response time has always been impressive.

Vantagens: I don't have reservations about recommending CASEpeer to colleagues; it's been a great fit for us. It's not a bare-bones software; the more time you spend in it, the more you realize it has tools built in to make some of the mundane work a lot easier.

Desvantagens: I'd like to be able to export an entire file/client at the push of a button. My understanding is they're working on it, and it's a feature that will be available in the future.

Vantagens: It is difficult to complement the software without complimenting the company. I have never experienced better customer service and client attentiveness. We receive update emails weekly. I can barely get used to a feature before they roll out with even better ones. The integration to our calling service is outstanding and the ability to mange through our cases is seamless. Each case is laid out much like a report and is easy to follow. It allows us to stay on top of our cases and interact with our clients through opt-in texting linked directly to the client's case notes. This software is the best case management software hands down!

Desvantagens: The only negative thing I could think of is how much data is needed to be inputed. This is not really a negative at all, just time consuming. The sheer amount of data allows the software to read itself and identify information for templates, organizing notes, providers, and defense insurance companies, counsel, and judges.

Comentários: It was a key component in growing my practice in the last year.

Vantagens: Due to its specialty for personal injury, the reporting and niched tools allows for unique strategy such as comparing the firm's demands out, offers out, and pending settlements to assist with monthly projecting and allowing us to be PROACTIVE instead of reactive.
Our team now can anticipate case issues and solve them before they become an issue.
Client communication is now solved with the platform's client communication reports for each employee. I can sort out which client is not getting the attention they need and address it in minutes instead of after a client complaint.
Lien Negotiation reporting that compares individual adjusters, their average reductions and past cases they worked on is huge when comes to efficiently negotiating these liens out.
My staff saved hours everyday compared to countless other CRMs we have tried. Understanding of the platform took less than a week to grasp compared to months lost with other platforms.
No issues, no crashes, CasePeer is our secret weapon.

Desvantagens: I wish I could navigate through the firm's tasks quicker. I am waiting on the app for easier use from my phone, but it should be coming soon.

Comentários: I can't say enough good about this program and how useful it has been. From keeping track of every single phone call and evaluation, ease of creating tasks for follow up calls for potential new cases, noting critical case notes regarding a client and facts, gaining all the information up front and having it in the system in real time, making it easy to go back and view notes and records on a case, how it's given me the power to manage a team with simplicity. I'm able to see everyones calls and notes that are taken, and lastly reports are easy to create in many different formats and look great. With all of this said, it's truly a dynamic program that will allow a team of people to focus on the same goals and objectives. It's the only paperless program I could see using with all the other options and systems I've seen and have had to use in the past. It's simple, powerful, and easily changed to fit the needs of your law firm.

Vantagens: See my review!

Desvantagens: No cons when you can make the necessary changes needed to fit your needs.