Casepeer help center. CASEpeer Help Center August 25, 2023 19:23 Updated.
Casepeer help center This training covers topics such as updating Welcome! Please Sign In. Apr 13, 2022 · Designed with input from leading plaintiffs’ law firms, CASEpeer offers industry-leading best practices and support. Effortlessly pay, track, and manage firm and client expenses using a credit card that integrates seamlessly with CASEpeer Skip to main content. Click New CASEpeer Help Center October 02, 2023 20:26 Updated. At CASEpeer, our case management software automates and simplifies note-taking, so your team can focus on what matters most – client experience and client results. Aug 26, 2024 · All in all, just marketing won’t cut it. Apr 6, 2022 · CASEpeer reviews repeatedly mention ease of use as a primary selling point for the application. NOTE: Depending on the case type, you Your future matters at CASEpeer. A new tab will open. Track Law Firm KPIs with CASEpeer. Click the Documents button to the right of the search bar. With our powerful features and easy-to-use interface, CASEpeer makes you, your employees, and your clients happier. Update your client's vehicle information and estimated damages. How to search through case notes for specific information. CASEpeer Help Center September 25, 2023 21:02 Updated. At CASEpeer, we foster a supportive environment where everyone has a chance to grow. CASEpeer IQ works for you—empowering you to serve your clients and scale your business with confidence. CASEpeer Help Center October 25, 2023 16:14 Updated. CASEpeer and Hona Mapping. 5777. Feb 5, 2024 · The integration between MoveDocs and CASEpeer offers personal injury firms a seamless and efficient solution for managing their clients' recovery journey. CASEpeer is the best product I could find after looking into almost every cloud-based case management software. ; Click Upload at the top right corner of the page. Learn more about CASEpeer Help Center August 25, 2023 19:23 Updated. CASEpeer Help Center October 20, 2021 15:04 Updated. CASEpeer is used by plaintiffs’ law firms nationwide. The right software can take your personal injury law firm from good to great. Navigate to the Tasks Tab of a case. From the Case Notes feed. Unleash your firm's potential with unlimited support from our client success team, free onboarding and training, and an online help center with access to all the resources you need just a click away. Law firms using CASEpeer and MoveDocs will be able to: Access MoveDocs provider map from CASEpeer, select a provider and auto-populate forms with case information. Leverage our thoughtfully developed generative AI solutions to unlock enhanced efficiencies and insights. Click on the inbox icon at the top right of the page (between the envelope and the bell CASEpeer Help Center October 31, 2023 15:42 Updated. A. How to add a note to a case. ; Click New Note. Feb 25, 2018 · Consider the kind of customer support your law firm will need. Our robust features, including document generation and management, help law firms become more proactive and powerful. CASEpeer legal software is built with the growing personal injury law firm in mind. From any tab of the case. Jul 11, 2024 · Designed with input from leading plaintiffs’ attorneys, CASEpeer offers industry-leading best practices and support. The Critical Case Note will appear in red text under the Case Index. After investing time and money into your… Jan 11, 2023 · Designed with input from leading plaintiffs’ attorneys, CASEpeer offers industry-leading best practices and support. Comprehensive training and ongoing support are essential to empower users. On every tab there is a Case Notes feed on the right or at the bottom of your screen. Oct 28, 2024 · Monitor progress regularly: Use CASEpeer to track and evaluate these KPIs frequently, allowing for adjustments to improve performance. CASEpeer provides a centralized platform for personal injury law firms to manage all aspects of their legal matters efficiently. Below are some helpful CASEpeer videos: Basic Training; Admin Training; How to Add a New Case; Changing the Case CASEpeer Smart Spend. CASEpeer is a comprehensive case management software made for personal injury attorneys. How to request a check for medical records and billing fees, police report fees, and other costs related to a Dec 10, 2024 · Explore CASEpeer's blog for personal injury lawyers to stay up to date with legal technology, practice management, marketing tactics, and more. Celebrating the Year of the CASEpeer provides industry-leading support with an in-house team dedicated to your success every step of the way. Feb 28, 2024 · Irvine, CA (February 28, 2024) — CASEpeer, the #1 rated software for personal injury law firms, has announced the upcoming launch of CASEpeer Smart Spend, a new spend management solution to help firms effortlessly pay, track, and manage both firm and client expenses. Ensure users are well-trained and have access to support, significantly improving CRM utilization and effectiveness. How to view all completed tasks. Client Support: 949. Our knowledgeable team is available by phone, chat, and email, for free ongoing training and support. Enjoy the benefits of CASEpeer, by booking a demo today. Streamline your firm’s business operations and increase productivity with a turnkey practice management software designed exclusively for personal injury law firms. CASEpeer is secure a case management solution designed for personal injury attorneys. Jun 24, 2019 · CASEpeer Legal Software. Aug 3, 2017 · CASEpeer IQ. How to add or update incident details such as location, time, weather, etc. Click "n" on your keyboard. Ensure adoption with unlimited free training and a dedicated customer support team Apply built-in best practices from the nation’s leading personal injury law firms CASEpeer Help Center September 15, 2023 14:07 Updated. info@casepeer. v Nov 19, 2024 · Transform Your Legal Matter Management with CASEpeer. Navigate to the Client Tab. All CASEpeer training and support is free of charge for all users. This can be helpful to show the extent of the injury, damages, and any Sep 16, 2024 · Training and Support. Servers require careful set-up and regular maintenance to work properly. 401K retirement options. Dec 21, 2023 · Designed with input from leading plaintiffs’ attorneys, CASEpeer offers industry-leading best practices and support. CASEpeer Help Center December 23, 2021 22:41 Updated. With CASEpeer Smart Spend, you can pay for and control what your firm spends with a credit card, and enjoy peace of mind that all expenses are accurately tracked. Since 2016, the company has focused on providing plaintiff law firms with visibility across operations, from case management and calendaring to employee performance, pipelines, and profitability. Tracking KPIs is essential to help boost performance and growth. Oct 9, 2024 · Designed with input from leading plaintiffs’ attorneys, CASEpeer offers industry-leading best practices and support. If you would like to learn more about how CASEpeer can help your firm, schedule a demo today. CASEpeer is the solution of choice for top personal injury attorneys. NOTE: If you haven’t already been Jan 30, 2018 · About CASEpeer. CASEpeer Smart Spend will be powered by a new LawPay Visa SMB Credit Card Sep 14, 2017 · CASEpeer is a legal case management software designed for personal injury attorneys. Navigate to the Notes Tab. Sep 4, 2024 · By leveraging CASEpeer IQ, you can streamline time-consuming tasks specific to your personal injury firm. From the Documents Tab. Sales Support: Help Center; Pricing Your blueprint for a successful practice. How to make changes to a case note. Enhance Organizational Efficiency : Track medical treatments, log injuries, and manage records and bills requests all in one centralized location. Admin Training- In this video, we will walk you through the process of managing your firm's account settings in CASEpeer. Jun 25, 2018 · CASEpeer is a cloud based case management solution designed for personal injury attorneys. e – Add cost to a case. Navigate to the case from which you would like to How to look up a document in CASEpeer: Click on the magnifying glass icon in the search field located in the green bar at the top of every CASEpeer page. All bills, records, and documents are delivered straight into a client’s Case Notes. Aug 2, 2017 · Subsequent support is provided as needed – by phone or email. For additional search options, click the Advanced button to the right of the search bar. Nov 14, 2016 · CASEpeer is secure case management software designed for personal injury attorneys. Use these keyboard shortcuts to access commonly used screens quickly. An inefficient intake process makes this situation even more challenging. Because the application follows the logical progression of PI cases, CASEpeer firms spend less time learning the software and more time getting results for their clients. Apr 1, 2024 · CASEpeer was designed specifically for personal injury lawyers to support your firm's performance and achieve greatness in every aspect of your practice. Help Center Jul 6, 2018 · For personal injury firms, getting leads is competitive and expensive. How to forecast expected numbers, calculate a pro-rata, and other financial information on a case. Oct 2, 2022 · It’s easier than ever to help personal injury clients while out of the office, but the legal technology your firm chooses will determine the quality of your work experience and that of your staff. The program allows for easy case management from beginning to end. We’re confident we know the in’s and out’s of a personal injury case. Innovate and automate your law firm with AI designed for efficiency, insights, and seamless integration. Skip to main content. As a law firm, you will also need a way to manage all your cases effectively. Designed exclusively for personal injury law firms, CASEpeer provides everything your firm everything it needs to succeed. For more practice management tips, follow our blog. Book a free demo today to learn how our legal practice management solution can help you streamline operations, enhance client satisfaction, and maximize your firm's success. How to request a check for medical records request fees. Oct 7, 2024 · CASEpeer’s platform, specifically designed for personal injury law firms, offers powerful tools like task management, document automation, and medical treatment tracking, which are crucial for effectively managing the complexities of cases involving indemnification clauses. Navigate to the Documents Tab. Oct 3, 2024 · Gain visibility across your entire firm’s operations, so you can make the best decisions for your business. This can be done from any tab in the case. With a centralized source of data with the ability to quickly search and sort relevant information, you’ll significantly cut down the effort it takes to create accurate medical chronologies. LawPay is the industry leader in legal payments, powering payments for more than 50,000 law firms around the country. Empower your team with an intuitive case management platform backed by industry-leading support to reduce admin work, handle more cases, and provide the best possible client experience. Apr 17, 2024 · Learn how the CASEpeer features your peers love can help your firm: Increase Client Communication : Keep clients informed and engaged with in-app text messaging that simplifies interactions. The integration is seamless as you never need to leave CASEpeer's platform or login to Records On Time to use the service. From chat, phone, webinars, tutorials, and one-on-one support, you can feel confident from implementation and beyond with CASEpeer’s industry-leading customer success team. Some of the most common forms of help resources include: Over-the-phone support; Email support; Online help center; How-to videos; Some companies may outsource their customer support to call centers, while others may have their own employees answer support queries. Become a Consultant Bar associations and law societies CASEpeer provides every new client with premium service and support from the first call. May 18, 2022 · CASEpeer Help Center May 18, 2022 19:08 Updated. We are committed to providing law firms with the best possible technology and service. Forgot your password? SUBMIT Nov 26, 2024 · CASEpeer IQ and MyCase IQ are AI tools designed to simplify legal writing. From anywhere in a case. At CASEpeer, we are committed to responsible innovation. Sincerely, Dru Armstrong CEO of AffiniPay, parent company of CASEpeer. How to upload client photos to a case. From intake to settlement, our robust features help law firms become more proactive and powerful. Josh Jones Nov 19, 2024 · Get your client’s account of what happened early, to help ensure the most accurate (and recorded) account of the accident. The search results page will open with additional search options. This is helpful to track other parties injured in the incident that Jan 3, 2025 · Overall, CASEpeer empowers personal injury firms to operate more effectively—providing the tools needed to meet the unique demands of their practice. Uninterrupted Service and Regular Updates CASEpeer Support Team March 30, 2023 18:41 Updated. How to assign a task for yourself and other caseworkers on a case. If for any reason the desired email is not in the email inbox associated with your CASEpeer email, forward it to your CASEpeer account before moving on. For more information on CASEpeer and our features, click here. Not to mention interviewing some of the most successful attorneys in the industry. Click the magnifying glass icon in the search field at the top of every CASEpeer page. Simply upload the client's HIPAA authorization form in CASEpeer and submit your request from the Medical Treatment Tab. ; A pop-up window will appear. CASEpeer legal software is part of your law firm's technology stack. Lawyers and administrators say CASEpeer is intuitive and well-designed. You’ll be invested in, both personally and professionally as a member of our team. Type desired note into the box. How to send a client a document electronically using a template. How to delete a defendant's insurance information. i – Edit the case index of a case. Scroll down to the May 18, 2020 · At CASEpeer, we have decades of combined experience in the legal industry. Oct 3, 2016 · Mail Center – Streamline your mail handling with our mail upload and mail review centers; Keyboard Shortcuts – Access notes, tasks, and other windows instantly with our keyboard shortcuts; These are just some of the ways CASEpeer encourages better time management. How to pay costs such as medical records and billings fees, police report fees and other various fees related to CASEpeer Help Center September 20, 2023 20:31 Updated. Our goal is to help your law firm grow. . Our experience has allowed us to develop powerful task management and productivity reports that help simplify your workload and allow you to produce more in less time. For example, on the day of the accident, they may describe a car slamming into theirs at 45 mph, whereas a week later, they may describe being hit by a car going 30 mph. Features include organized cases, task management, settlement tools, document generation, automated court calendaring, discovery management, and more. CASEpeer sends the necessary case and client details. Jul 7, 2016 · It is also important to enlist the help of an IT professional experienced in networks. Simply type the corresponding letter or symbol on your keyboard while in any active CASEpeer window. Built specifically for personal injury firms, CASEpeer is the right solution for every small and big law practice looking for a tool to help with scalable growth CASEpeer Help Center December 31, 2021 00:16 Updated. CASEpeer’s expert support team can be a valuable resource in this regard. May 22, 2017 · At a glance, CASEpeer helps personal injury law firms track settlement activity and project future earnings. The software offers a clean and organized case file system that allows attorneys to track all legal matter, activity, and communication in one place. Some of our benefits include: Health, Dental, and Vision benefits. May 5, 2022 · CASEpeer's integration will provide a fast and seamless way for attorneys and staff to request and receive clients’ medical records without leaving their practice management platform. 416. Designed for accountants, bookkeepers, IT, and legal consultants, the CASEpeer consultant program is built to help you grow your business. Submit a request; Sign in Sign in Submit a request Thank you for your interest in becoming a CASEpeer Referral Partner or Certified Consultant. With the one-way sync from MoveDocs to CASEpeer, all bills, medical records, documents, and contact notes will reflect in your CASEpeer file. NOTE: This is most often used if the defendant's policy was not With CASEpeer Smart Spend, you can pay for and control what your firm spends with a credit card, and enjoy peace of mind that all expenses are accurately tracked. Open CASEpeer. Introducing CASEpeer IQ. NOTE: A settlement check can only be Gain unlimited access to CASEpeer webinars! Get access to our webinar series that cover everything from improving lead generation to employee productivity. Also, join the CASEpeer IQ waitlist to get initial access of this AI feature as soon as it’s released. Hona Help Center Jan 9, 2025 · Explore CASEpeer's blog for personal injury lawyers to stay up to date with legal technology, practice management, marketing tactics, and more. At the same time, its CRM tools help you build and maintain strong client relationships, offering personalized communication and detailed insights into client interactions. Work confidently with CASEpeer’s cloud-based case management solution tailored for personal injury law. Infuse automation, efficiency, and insights seamlessly into your daily workflows with CASEpeer IQ to supercharge your productivity. Learn more about our features. For more marketing and practice management tips, visit our blog. Whether it’s adding a new client to your system, creating a quick note, getting alerts about upcoming statutes, or looking up a client’s phone number, CASEpeer can help you do what you need to from anywhere. The CASEpeer Text Editor enhances your written communication by providing advanced editing tools powered by AI technology, ensuring accuracy and clarity. com. How to add a note from the Notes Tab of a case. CASEpeer is tailored for personal injury law, while MyCase covers a wider range of legal work. Navigate to the Medical Treatment Tab. Sep 28, 2020 · Documenting a case may seem straightforward, but it’s the first habit to go when attorneys and staff are busy. Navigate to the Feb 27, 2017 · The time CASEpeer saves law firms contributes directly to their bottom line. CASEpeer Help Center November 07, 2023 20:15 Updated. CASEpeer equips law firms for success. Editing case notes is a permission-based action and can only be done by a With extensive online resources and support chat built into CASEpeer, we’re only one message or phone call away. Refer your colleagues, and our experienced sales, data migration, and success teams will take it from there. Client appointment status updates through email notices and notes in real time CASEpeer Help Center September 11, 2023 22:49 Updated. How to deposit a client's settlement check in the Settlement Tab. Additionally, all users have access to webinars, tutorials, and articles that are all accessible in CASEpeer's Resource Center. Integration Overview. We'll look at how to navigate the main menu, how to add cases, search for cases, update cases, and more. 5777 Dec 10, 2024 · On behalf of the entire AffiniPay team, thank you for trusting the company to support your growth and success. Forward the email to bcc@bcc. Our powerful settlement management tools help attorneys and staff do their jobs more efficiently and effectively. CASEpeer Help Center March 14, 2023 22:05 Updated. FOUNDER, JOSH JONES LAW, P. With a case management solution built upon the experience of personal injury industry leaders, you’ll learn from the best. Click the drop-down with Client Name to search other common fields like claim number or defendant name. Empower Attorneys and Staff CASEpeer Help Center September 27, 2023 16:30 Updated. For more information on how CASEpeer can help your firm reach its highest potential, request a demo today. To direct a note to someone, choose their name from the Direct To dropdown menu, multiple names may be selected. Your dedication to your business and clients inspires the team to expand, innovate, and launch new solutions that make a difference. Request in Progress Records On Time checks for new requests hourly, updating the status to pending. They both improve documents by refining clarity, grammar, and tone, and the former also includes translation features to help lawyers work across different languages. CASEpeer Help Center September 14, 2023 22:19 Updated. CASEpeer Legal Software is a comprehensive case management solution designed specifically for personal injury attorneys. Get the support you need from a team dedicated to your success, every step of the way. Find the email you wish to attach to a case. Clients can also consult the comprehensive online help center, send an email to our support team, or call the office directly at any time. Sales Support: Help Center; Pricing Sep 16, 2024 · CASEpeer is dedicated to furthering innovation for personal injury firms by thoughtfully using the latest tech innovations, like CASEpeer IQ. Feb 10, 2020 · CASEpeer is secure case management software designed for personal injury attorneys. t – Add a task to a case. How to view a document from any tab in a case file. Submit a request; Sign in Sign in Submit a request CASEpeer’s industry-leading customer support team is always here for you, so you can feel confident from implementation and beyond. Industry-leading support. How to add a related plaintiff to a case. Transform how your law firm operates with artificial intelligence thoughtfully designed for personal injury legal professionals. See why CASEpeer is the #1 Rated Software for Personal Injury Law. Hybrid work flexibility How to upload a document to a case file. For many new law firms, the initial set-up cost of an in-house server is prohibitive. Discover the power of AI-driven solutions, such as intelligent text editing. casepeer. CASEpeer’s reporting gives you transparency into referrals and lead sources so you can analyze your marketing spend and prioritize resources to grow your firm’s clientele. When working in any tab of a case: n – Add a note to a case. Select Completed Tasks to view all the Jul 24, 2017 · About CASEpeer. This field is most often used to relay Sep 21, 2018 · CASEpeer is secure case management software designed for personal injury attorneys. Sep 30, 2024 · With CASEpeer, you get advanced intake features that streamline lead tracking, automate follow-ups, and ensure no potential client slips through the cracks. In this introductory training, we'll cover basic navigation in CASEpeer. For more practice management tips, visit our blog. CASEpeer Help Center October 24, 2023 21:50 Updated. For more legal software tips, visit our blog. Checkout CASEpeer for yourself. Navigate to the Tasks Tab. hdxct rfatv doznld scab lifv zwfjg nsj moqh scqgw asvbx