Casepeer intake. CASEpeer sends the necessary case and client details.
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Glen Lerner has successfully built a national reputation. The following reports will be helpful as you get started as an intake worker on CASEpeer. Earn commission on CASEpeer referrals; Open to business consultants, marketing agencies, IT professionals, and legal influencers; No cost to apply or join CASEpeer is secure, cloud-based case management software for personal injury law firms. NOTE: This can only be done by a firm administrator and the investigator must be added as a User to the account. Because of this, you can track important patterns such as previous clients against the same opposing counsel, or the ruling history of a judge you have previously argued before. Jun 27, 2016 · CASEpeer is built with optimized client service in mind. Feb 20, 2017 · CASEpeer is a legal case management software designed for personal injury attorneys. Oct 16, 2021 · About CASEpeer. Streamline Client Intake. Yet, many personal injury law firms struggle to create a consistent intake process, which can be frustrating for prospective clients and can cost you their business. , accident type, referral source) that you need for each lead simplify the collection of information through intake forms and injury checklists Feature available on CASEpeer Advanced. With organized cases, role specific dashboards, and extensive reports, CASEpeer provides the tools necessary to manage even the largest law firm. NOTE: Only firm administrators or users with the Manage Custom Intakes permission can view this screen. For more legal marketing and practice management tips, visit our blog. Select Edit. Multus Medical uses patented technology to create accurate 3D MRI renderings or surgery animations. Below is a list of tips that will help you as you get started working in CASEpeer. CASEpeer Team Jun 2, 2022 Currently looking at Casepeer and Clio. We are seeking an experienced Admin Assistant to join our team and assist with inputting information in our software management Casepeer, and also help with day to day tasks. How to add Intake Portal access to a CASEpeer user. 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. Click the + icon. Finalized E-Signature documents available via text. For more information about CASEpeer and our features, click here. Always confirm that the assignee role is filled out in the case's Worker Assignment section, or the task will be assigned to the Supervising Attorney by default. Assigning the Intake Packet will automatically update the case status to Intake Packet and move it to the Intake Packet section of the Intake Management Screen. This includes CASEpeer is built for the business of personal injury law. Filter by dates, intake status, and source type. 50+ Turnkey . Mar 25, 2019 · CASEpeer is the highly rated case management software designed for personal injury law firms. Bulk cost uploads: Add bulk costs for a single contact across multiple cases. Their renderings and videos provide a visual insight into injuries and procedures that otherwise might be difficult to explain to an insurance adjuster, defense attorney, or jury. It is important to update case statuses for CASEpeer to generate accurate reports for your firm. In this webinar, we review five different ways CASEpeer streamlines the client intake process. com. In addition to our built-in intake management features, CASEpeer offers integrations with dedicated intake software platforms. Designed for personal injury law firms, CASEpeer streamlines your practice from intake to settlement. That’s why we’ve integrated powerful intake management tools directly into our cloud-based software. We are able to quickly review client and case information, including medical providers, damages, litigation dates, and tasks. Reasons for Switching to CASEpeer: We ultimately abandoned our switch to CasePeer and decided to stay with Needles Neos. For Digital Marketing, Call 318-678-5020. To edit custom intake forms, the firm must have custom intake activated. CASEpeer is devoted to helping personal injury lawyers achieve greatness by accelerating client outcomes and improving firm profitability. Feb 3, 2021 · But CASEPeer is in the stone age in this department. CASEpeer’s intake portal is an ideal expansion Dec 8, 2021 · About CASEpeer. Oct 24, 2016 · CASEpeer is built with an integrated task management system to ensure firm-wide accountability. From instant search to detailed case notes, we empower your staff to help clients faster and better than before. Here is how to activate custom intake. from intake to CASEpeer is a comprehensive case management solution for Plaintiffs' attorneys. Review the form from the Message Center by selecting the message and clicking Click to Review. Jun 5, 2023 · Now there is an easy way to enter hundreds of data points for a new client without going tab to tab. Dec 21, 2023 · CASEpeer Dash Buttons Use AI to Streamline Intake. The Client Intake Form can be texted or emailed to the client to fill out. Aug 22, 2016 · CASEpeer is a comprehensive case management solution for personal injury attorneys. CASEpeer Dash makes use of Amazon’s now-retired dash How to activate the Custom Intake feature in your CASEpeer account. The Zapier integration will help CASEpeer’s clients outperform their competitors by giving them more time to focus on the core of their practice, and less time on the mundane, automable tasks. Every account comes with ready-to-use reports and management screens, so you can make faster and smarter decisions. CASEpeer is the only case management software driving better outcomes for your clients, and better outcomes for your firm. Work confidently with CASEpeer’s cloud-based case management solution tailored for personal injury law. We understand how important intake is to a legal business. Track performance of intake attorneys and marketing campaigns to drive better business decisions. Filter by time periods, intake status, intake worker, source type, source detail, investigator, case type, case status, and case status category. Pro adds intake management, texting, 50+ reports, and integration support. Getting Started as a Case Manager or Case Assistant ; Manage a Case with CASEpeer ; Using Reports as a Case Manager; Tracking Your Client's Medical Intake Management provides an overview to manage cases in the Intake or Intake Review status. At CASEpeer, we foster a supportive environment where everyone has a chance to grow. Designed with input from leading plaintiffs’ law firms, CASEpeer offers industry-leading best practices and support. A. Highly rated, easy to use, and fast to implement. Custom fields are not available on the Client Intake Form. CASEpeer Dash makes use of Amazon’s now-retired dash Aug 12, 2024 · Case Leads: Leverage best practice intake forms to record lead data. Tracking the date a case was last touched means your staff will never leave a client waiting too long for a call. Navigate to the Icon in the top right corner of your account and select Users. A new window will appear to fill out the case information. Nov 9, 2021 · About CASEpeer. This software is specifically designed for personal injury law firms, helping you manage cases more efficiently, keep detailed records, and collaborate Send and receive e-signatures and intake forms. Click the green arrow next to the case status and select the option Edit Case Index or click the 'i' key on your keyboard. Advanced - $129 per user/month : At the top tier, the Advanced plan is priced at $129 per user per month and is aimed at law firms looking to scale with To build custom intake forms, you must have custom intake activated for your firm. CASEpeer Dash makes use of Amazon’s now-retired dash buttons, making this also a green recycling initiative. Jun 27, 2024 · With CASEpeer’s client intake feature especially made for personal injury firms, you can: choose only the vital information (e. CASEpeer is the leading cloud-based case management solution built for personal injury attorneys and their firms. CASEpeer guarantees every custom transfer meets our exacting specifications. Aug 3, 2020 · From our robust intake tools to our meticulous settlement functionalities, CASEpeer’s features are tailored specifically for the needs of personal injury firms. Apr 1, 2019 · CASEpeer Legal Software is pleased to announce the release of its newest product: CASEpeer Dash. Integration Overview. CASEpeer now utilizes Google Translate to allow your clients to review the form in their preferred language. CASEPeer offers three pricing tiers: Basic ($79/user/month), Pro ($109/user/month), and Advanced ($139/user/month). 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. Activate CASEpeer Integrations. Simply upload the client's HIPAA authorization form in CASEpeer and submit your request from the Medical Treatment Tab. CASEpeer CEO & Co-Founder, Gabriela Cubeiro, covers five CASEpeer features that will improve your intake practices: Lead Integrations; Texting with Prospective Clients; Intake Management Dashboard; Automated Task Workflows; Integrated E-Signature Using reports as an intake worker will help help streamline the intake process and managing leads. The 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. Documenting everything carefully, so it can be referenced later if you sign the case, is critical. Aug 30, 2023 · Overview of CASEpeer's 2023 features and integrations. May 21, 2018 · Unlike other legal case management companies, transparency and communication are key in all aspects of our business, including data transfers. Here are the statuses and what they mean: Intake: Intake phase, prior to retaining the case. Jun 27, 2022 · The intake process doesn’t have to be as complicated as it might seem and is a great way to make a memorable first impression on your clients. Reliable and responsive customer service makes a world of difference in a case management provider. Track the status of pending contracts on the e-signature management screen, with all activity logged automatically on the related cases. You may already be using a separate CRM system to track the intake progress of each client. Nov 9, 2021 · CASEpeer Dash Buttons Use AI to Streamline Intake. 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. Tune in to hear how to use CASEpeer’s fully integrated intake management features to easily capture and convert your leads into clients. FOUNDER, JOSH JONES LAW, P. For more information on CASEpeer and our features, click here. From reminders to doctor appointment follow-ups to sending a letter of representation, CASEpeer’s task management tools will ensure that no step is Activate Intake Portal; Add the Intake Portal Permission Group and Menu Filter to a Worker; Cancel an Intake Packet ; Complete an Intake Packet; Log into the Intake Portal ; Manage Intake Packets from Intake Management ; Reassign an Intake Packet; Restrict Investigator Portal Access; Review an Intake Packet Dec 1, 2020 · CASEpeer Dash Buttons Use AI to Streamline Intake. Be strategic with which photos you choose to present in your demand package and be Dec 18, 2023 · CASEpeer Dash Buttons Use AI to Streamline Intake. The secure cloud-based system encourages process, accountability, and efficiency from intake to settlement. May 9, 2024 · CASEpeer's intake feature, for example, sends and receives all contracts and onboarding paperwork. Innovate and automate your law firm with AI designed for efficiency, insights, and seamless integration. Having a solid intake process is vital for transforming potential leads into clients. Assign lead values based on intake checklists and prioritize follow-ups accordingly. Automation; Security; Support; Accounting; Intake Management; From the minds at CASEpeer - take Intake Management. How to activate custom intake; This can only be done by firm admins or users with Manage Custom Intakes permission. 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. Once a client has populated and submitted the Client Intake Form, all workers assigned to the case will receive a notification and message to review the intake form. Aug 3, 2017 · CASEpeer’s turnkey solution provides personal injury law firms with client communication tools and features built with their unique needs in mind. With CASEpeer’s client portals, you can streamline your client intake and gather critical information from the very first call with integrated text and email messaging. This can be done from any tab in the case. CASEpeer Dash makes use of Amazon’s now-retired dash May 18, 2020 · CASEpeer not only tracks data on your clients, but on the various third parties your firm works with or against – insurance adjusters, opposing counsel, judges, and more. Accelerate Your Personal Injury Law Firm with CASEpeer. A worker can access the Intake Portal at my. Request in Progress Records On Time checks for new requests hourly, updating the status to pending. Aug 18, 2023 · CASEpeer online case management software is built for personal injury law firms. Use your favorite tools for capturing and managing leads, and automatically capture retained clients in CASEpeer for case management. Intake Report. CASEpeer is the leading practice management solution built for personal injury focused law firms. At CASEpeer, it is our mission to empower your personal injury law firm to be the best it can be. Feature available on CASEpeer Advanced How to complete in Intake Packet. The investigator or intake worker assigned to the Intake Packet will receive an email notifying them of the Intake Packer. Select Reassign Intake Packet. Select the Packet Pending Tab. 401K retirement options. Allows your client to translate the intake form into their preferred language. If the case has multiple parties, select Create Linked. Even though Needles Neos may not look as pretty and could use an update to its workflows, it's fully customizable and adaptable, has a better calendar, more robust document generation, and is all-around much more powerful. NOTE: The worker must have the Intake Portal permission and Investigator worker filter menu. Jan 13, 2022 · CASEpeer is determined to provide its clients with the opportunities to help them succeed, which is why this integration with Zapier was no question. Intake: Received intake call, not yet retained Apr 17, 2024 · About CASEpeer In an industry that is characterized by constant innovation, CASEpeer is at the forefront of that trend within personal injury law. Navigate to the case whose date of intake needs to be edited. Branding: Customize client intake forms with white-labeled designs representing the firm. Your firm is set up for success with industry-leading customer support, tutorials, and videos. Let CASEpeer focus on deadlines, note-taking and task management so you can focus on caring for your clients. Nov 14, 2016 · CASEpeer is secure case management software designed for personal injury attorneys. Introducing CASEpeer IQ. Select the lead you just sent to CASEpeer by finding it in the Recently Updated Leads section. Anyone have experience, specifically in PI, with these? My primary concerns are: Financial Management - how is the integration with Quickbooks - specifically with trust balances and contingency fees? Intake - we use Hubspot CRM, and hopefully we can find a way to have it play nice with either program. Turnkey and user-friendly, you can sleep easier at night with one platform to supercharge your client experiences, practice management, case management and beyond. Text Templates Create preset texting templates to help automate client responses. Jul 22, 2020 · CASEpeer Dash Buttons Use AI to Streamline Intake. Our goal is to help your law firm grow. Go to your Intake Dashboard. We help your practice reach its goals one task at a time. For more marketing and practice management tips, visit our blog. Strict liability law can be quite complex and to that end cases require meticulous evidence management and client communication. Here's how to update the date of intake. The integration is seamless as you never need to leave CASEpeer's platform or login to Records On Time to use the service. Because CASEpeer is designed for personal injury, it follows the logical progression of PI cases, from intake to the resolution of the client trust. From the Intake Management Screen. AI Writing Assistant; Practice Management. Navigate to the Icon in the top right corner of your account and select Custom Intake. We are looking for someone accountable. Use these tips to keep your firm ahead of the game while optimizing productivity and the client experience. INTEGRATE WITH: Dec 27, 2016 · Legal software solutions like CASEpeer are designed to serve as an organizational guide for your clients from beginning to end. Navigate to the Management Tab. Once you click Post to CASEpeer, you will receive a green notification box that states the lead was successfully posted to CASEpeer. This can be helpful if a case was added on a different day than it came in or if a firm is working on case data entry. Some of our benefits include: Health, Dental, and Vision benefits. CASEPeer doesn’t allow you to assign adjusters for disability liens. Apr 27, 2022 · With CASEpeer, a client can text any photos related to the accident to their case manager and they will be automatically saved into their case file in the Photo Tab. Aug 4, 2022 · To learn more about CASEpeer visit casepeer. View total calls, total cases retained, and conversion rates from the Intake Report. The email will include a link to the Intake Portal. The investigator will receive an e-mail message notifying them of the assigned Intake Packet. Oct 18, 2023 · CASEpeer online case management software is built for personal injury law firms. Please take a few minutes to complete the application form. Streamline your intake process with our suite of intake management dashboard. Dec 6, 2022 · Glen Lerner, Founding Partner of Lerner and Rowe Injury Attorneys joined CASEpeer CEO and Co-founder, Gabriela Cubeiro, for an informative and insightful conversation around where the future of personal injury law might be headed. CASEpeer’s Intake Portal is an ideal expansion of our core intake management tools. One custom intake form for each case type can be created. Look at different pricing editions below and see what edition and features meet your budget and needs. Case Type – The task will be triggered in the case type you select. CASEpeer is here to help streamline the process and ensure critical information is recorded before accepting or rejecting a potential case. Jun 2, 2022 · In this webinar, we review five different ways CASEpeer streamlines the client intake process. Oct 14, 2020 · CASEpeer is an innovative case and practice management platform designed for plaintiffs’ law firms. The program allows for easy case management from beginning to end. The application also facilitates e-signatures, tracks the status of pending contracts, and sends notifications when documents are executed. Dec 30, 2021 · Client intake forms: Save yourself hours of time spent on intake by sending intake forms directly to your clients. CASEpeer Legal Software is pleased to announce the release of its newest product: CASEpeer Dash. The client intake form can be sent to the client to fill out. Jul 2, 2024 · CASEpeer provides great options for intake and capturing various data points around clients and cases. casepeer. Navigate to the Icon in the top right corner of your account and select Account Settings. Click here for more information of CASEpeer’s intake features. We built the software, so you can focus on what matters most - your clients. Click the arrow at the end of the Settings row. Statuses are categorized by cases in Intake, Pre Litigation, Litigation, and Close Out. Luckily, intake management is another area where modern software like CASEpeer excels by offering: Templates for intake forms and other documents; Streamlined communication and follow-ups 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. Our management screens and productivity reports were developed with feedback from successful law firms nationwide. Jul 6, 2018 · CASEpeer’s intake reports allow attorneys to see conversion rates over time based on lead source, intake worker, cases type, and more. Josh Jones 6 days ago · Use CASEpeer to Help with Strict Liability Cases. Intake Management; Reporting. Work confidently and effectively with CASEpeer, a cloud-based platform. This is a great report for Intake Workers to bookmark. Streamline your new client intake and onboarding with CASEpeer. Navigate to the Intake Management screen. A secure communications portal enables confidential messaging without using lawyers' personal cell phone numbers. Once a request is fulfilled, Management can promptly assign a caseworker and update the status to initiate case processing. For walk-ins, add a “Walk-In” option. We are dedicated to helping law firms grow. CASEpeer improves legal practice by streamlining evidence collection, managing case details, and tracking deadlines. Dec 19, 2016 · CASEpeer is a legal case management software designed for personal injury attorneys. NOTE: This can only be done by a firm administrator or someone with the Manage Custom Intakes permission. Jan 30, 2018 · CASEpeer is excited to now offer users the ability to electronically send, sign, review, and track the status of contracts in conjunction with their other case management features. CASEpeer is the answer for personal injury law firms looking for a comprehensive case management solution. Easy to use, and easy to implement. Navigate to the case of the client for whom you want to reassign the Intake Packet. Clients can also send photos of the accident and their injuries through CASEpeer's client portal. In fact, most people today expect a response within 24 hours. Getting started is easy and we want to make sure you get the most out of CASEpeer's features and integrations. Forgot your password? SUBMIT CASEpeer IQ. Click on the drop-down at the top right of the page next to the case status. Utilize the various tabs on the Intake Management Screen to streamline the firm's intake process. The worker will be taken to the Intake Portal login screen and can log in with their CASEpeer credentials. Forgot your password? SUBMIT Your future matters at CASEpeer. This can be used when a client is a minor or in some other case where your firm can only collect a small fee for taking them as a client. Hybrid work flexibility See CASEpeer in action. Automatically collect relevant details, including incident type, referral source and injury checklist. Select Reject or Save. “Most modern personal injury law firms understand the potential of e-signatures for quickly and effectively signing clients,” said Darren Fancher, CEO of CASEpeer. 🌐 CASEpeer will continue to transform how law firms operate with responsible artificial intelligence. Assign an Intake Packet to an Investigator; Getting Started as an Intake Worker; Using Reports as an Intake Worker; Lead Source Tracking with CASEpeer; Case Managers and Case Assistants. Here's how to activate the Intake Portal feature in your CASEpeer account. You can choose to apply the task to “All Case Types,” or select one or more from the menu. A link to fully executed E-Signature documents is automatically sent via text and saved to the case. Infuse automation, efficiency, and insights seamlessly into your daily workflows with CASEpeer IQ to supercharge your productivity. We eliminate the pain points that prevent you from running your practice proactively. Manage your investigator options under your administrator settings. This will take you to the second intake to fill out for the second party. All client-related conversations and emails can be documented to the case for easy reference later. How to Build Custom Intake Forms Mar 27, 2023 · “The CASEpeer and Hona integration reveals an opportunity to intensify customer experience and implement a process for personal injury firms to communicate with clients faster,” said Dru Armstrong, Chief Executive Officer of AffiniPay, parent company of CASEpeer. Streamline your firm’s business operations and increase productivity with a turnkey practice management software designed exclusively for personal injury law firms. The ability to assign and track tasks for staff is critical. It’s an intuitive, streamlined, paperless solution for every task, from intake to resolution. Powered by Zendesk Apr 13, 2022 · CASEpeer has announced an integration with Records On Time, a modern medical records retrieval service for law firms. With a case management solution built upon the experience of personal injury industry leaders, you’ll learn from the best. CASEpeer’s intake window makes it easy to collect key case details like the date of loss, injuries, and incident location during the initial client call or meeting. 🌟Introducing CASEpeer’s Intake Portal🌟 Now there is an easy way to enter hundreds of data points for a new client without going tab to tab. Our key features from Intake Management to Settlement tools allow your firm staff to seamlessly navigate every stage of your personal injury cases. Easily share status updates and files, monitor last communication dates, and flag priority cases to ensure every client feels special. The client's entries will populate directly into the case once reviewed by a worker. The ideal candidate will have strong organizational skills and attention to detail, as they will be responsible for managing the intake process for new cases. Jul 16, 2018 · When people see CASEpeer for the first time, they notice the difference immediately. Navigate to the open case. CASEpeer IQ. Easy to use software means less time spent learning how to use the program, and more time doing your job. Large firms and solo practitioners alike benefit from the rich features When creating a CASEplan task with an Intake Status, the task will be triggered every time a new case is created. Legal Task Management Software Tools. With CASEpeer, the leading cloud-based case management solution built for personal injury attorneys, you can gain visibility across your entire firm’s operations, from case management and Sep 28, 2020 · An intake call is the most important conversation with a prospective client. Law firms are in the service industry. Personal injury law firms using CASEpeer can order CASEpeer Dash buttons to hand out to their clients. Find the user you want to edit using the search box or scrolling. Join the CASEpeer Partner Program Thank you for your interest in becoming a CASEpeer Referral Partner or Certified Consultant. CasePeer Law Practice Management Software Review by Legal Marketing Company. Transform how your law firm operates with artificial intelligence thoughtfully designed for personal injury legal professionals. Our case note and task functionalities also foster clear internal communication regarding work to be done or work already Oct 3, 2016 · Attorneys are often looking for better tools and technologies to manage their workloads. ; Select Intake from the options. May 20, 2024 · 1. This is the first of many AI releases throughout 2024 that will be embedded directly within the CASEpeer platform. For example: Sending a text to an intake attorney when a new lead is added to CASEpeer; Adding details regarding a new lead to a spreadsheet in Microsoft Excel; Connect CASEpeer to Messaging Apps 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. Jun 10, 2019 · CASEpeer is a highly-rated case management software designed for personal injury law firms. When the intake packet is reviewed the case status will automatically update to Intake Packet Review. Intake forms; Legal AI. Thus, I have to manually delete each photo one by one. 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. Feb 17, 2022 · Law firms also use the CASEpeer Zapier integration to trigger actions when a lead is added to CASEpeer. Click on the column headers to sort the cases by Case Name, Intake Date, Last Touched Date, etc. CASEPeer does not let you assign an adjuster for disability liens. CASEpeer CEO and Co-founder, Gabriela Cubeiro, sits down with Nalini to discuss all things digital marketing for law firms. With a turnkey solution tailored for the unique needs of personal injury law and backed by industry-leading support, your firm can onboard and hit the ground running that day. A pop-up window will Aug 2, 2017 · CASEpeer releases improvements and new features 2-3 times per month, always keeping security and functionality up to date. CASEpeer Dash makes use of Amazon’s now-retired dash Introducing CASEpeer IQ. Feature available on CASEpeer Advanced An intake packet can be reassigned to an investigator through the case. CASEpeer offers numerous integrations that will assist your workflow, including an integration with Hellosign. Send and receive contracts and intake forms to be completed on a computer or mobile device. We recommend selecting a Case Status in Pre Litigation and on, due to the default of cases saving in the Intake Case Status. The Trivial or Minor Check Box is located on both the Intake Screen and the Case Index of a case. Maintain an Excellent Reputation. com/iportal or by clicking the hyperlink in any of the Intake Packet emails. Activate Custom Intake; Create Custom Fields; Edit Custom Intake Forms; CASEpeer. From intake to settlement, our robust features help law firms become more proactive and powerful. Welcome! Please Sign In. Customized for personal injury law firms, CASEpeer streamlines your practice from intake to settlement. Intake management. From intake to settlement, you can turn every touchpoint into a positive client experience. CASEpeer Smart Spend will be powered by a new LawPay Visa SMB Credit Card This feature is available on CASEpeer Advanced How to cancel an Intake Packet. Oct 2, 2022 · CASEpeer empowers personal injury law firms to collaborate effectively. Intake: Keep track of all leads and share Jan 3, 2018 · CASEpeer is secure case management software designed for personal injury attorneys. CASEpeer’s intake portal is an ideal expansion of our co The Intake Worker or whomever originally assigned the Intake Packet will receive a CASEpeer message when the investigator has completed the Intake Packet and it is ready for review. Support. Intake Security: Safeguard all intake form submissions with CAPTCHA and 256-bit SSL encryption. Jul 29, 2024 · The Benefits of CasePEER for Personal Injury Attorneys Personal injury attorneys looking to streamline their case management processes and enhance their practice should consider using CASEpeer. How to change the status of a case from Intake to Signing. g. Custom Intake. For CASEpeer clients who would like to a demo of the integration, please contact our Client Success Team. A case can be moved from intake to signing by assigning an investigator. Follow our blog for more legal technology articles and practice management advice. Apr 5, 2024 · Even if you do exceptional work, it won’t matter if your intake process is confusing or slow. CASEpeer CEO & Co-Founder, Gabriela Cubeiro, covers five CASEp The Intake Report is a valuable tool for management to keep track of the number of intake calls and the number of cases retained during a specified period of time. Download our simple guide on texting best practices to see how you can bring more organization, efficiency, and accuracy across your firm. The portal streamlines comprehensive case and client data collection, whether you are meeting with a new client in-person or over the phone. Select Intake. 3 days ago · CASEpeer is built for the business of personal injury law. Apr 6, 2022 · CASEpeer also centralizes client communications, from intake to settlement. CASEpeer Dash makes use of Amazon’s now-retired dash Intake. 5 Ways CASEpeer Streamlines Client Intake As time-consuming as the intake process can be, the way you manage your intake can be the determining factor in driving leads and retaining clients. Intake Management. Aug 9, 2023 · CASEpeer has 3 pricing editions, from $79 to $139. A free trial of CASEpeer is also available. This e-mail will also contain a link to the Intake Portal. Below is a list of features that will help your team ensure intakes are ready for attorney review and managing potential cases. Optimize Case Statuses Welcome! Please Sign In. Intake Window: Track the performance of intake managers and marketing campaigns. Client Intake Form now available in multiple languages The CASEpeer Advanced tier is the most full-featured package and starts at $139 per user/month. The CASEpeer Advanced package includes all features in the Basic and Pro tiers, PLUS Text Scheduling, Office Reporting Suite, CASEpeer Intake Portal, Data Sync, and Case Grades. 50+ Turnkey We strongly recommend leveraging this feature, especially for Intake workers and Management, as it effectively facilitates the tracking of newly acquired cases that are awaiting signed contracts. The first set of gen AI features for CASEpeer will include document summaries and intelligent text editing. Aug 30, 2023 · Check out CASEpeer's newest features: Client Intake Form now available in multiple languages. Feb 5, 2024 · The integration between MoveDocs and CASEpeer offers personal injury firms a seamless and efficient solution for managing their clients' recovery journey. Aug 15, 2024 · Client Intake Management helps streamline the initial stages of acquiring clients, while the Unlimited 2-Way Texting allows for seamless communication, including the ability to accept images. With the one-way sync from MoveDocs to CASEpeer, all bills, medical records, documents, and contact notes will reflect in your CASEpeer file. Intake Portal - Available with CASEpeer Advanced; If you're looking for a better legal platform to manage your practice, and you want to learn more about CASEpeer's intake features, this is the webinar for you. See why CASEpeer is the #1 Rated Software for Personal Injury Law. Find the client whose Intake Packet Request the firm would like to cancel. And the response time to do this is slow, similar to how the internet was in 2003 or so. Nalini has a wealth of knowledge around best in class digital marketing tactics and provides great perspective around the importance of evaluating 2022 and setting the stage for planning 2023. ; Packet Pending: Shows cases with Intake Packets assigned to a worker or Investigator in a Packet Pending Case status. Google Sheets is not a foolproof method for effectively tracking your lead generation. With the power of automation, hundreds of attorneys nationwide are seeing more leads, better results, and deeper insight into their cases. Every CASEpeer data transfer goes through the following stages: Stage 1 – Initial Pull How to track incoming leads or add a new client to CASEpeer. CASEpeer sends the necessary case and client details. Advanced additionally includes scheduled texting, additional reporting features, an intake investigator portal, and case grading. You’ll be invested in, both personally and professionally as a member of our team. Intake is important, but so is your reputation. Streamline your firm’s business operations and increase productivity with our turnkey legal practice management tools designed exclusively for personal injury law firms. Multiple selection: From task management to litigation events, you can now quickly select multiple items at once with various actions to choose from. CASEpeer is the best product I could find after looking into almost every cloud-based case management software. This will delete the intake packet from CASEpeer entirely and the investigator will no longer be able to access the packet. Aug 5, 2024 · Intake Forms: Helps eliminate clerical errors and manual data entry by offering digital forms to gather client information. CASEpeer Support Team July 18, 2022 23:14 Updated NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission. durpzlkuxwdvboaalqmjsjvmnqchvqsbhzlrpqpgwgbc