Embracing CASEpeer

How our personal injury firm went digital and never looked back

2025 August

When I founded my personal-injury practice in 2021, I was determined to run a tight ship for my clients. Having used CASEpeer at my prior firm, I had already seen the difference a purpose-built, cloud-based case-management system could make. So, from day one, I built my firm around it.

Even with that head start, I quickly came to appreciate how essential CASEpeer would be in managing the fast-paced, detail-heavy world of personal-injury litigation. With dozens of active cases – each involving its own deadlines, adjuster communications, medical records, and staff coordination – it would have been impossible to stay organized using sticky notes, calendar reminders, or disconnected software. Important tasks have a way of getting buried in email threads, and in a solo or small-firm environment, every lost hour matters.

Fast forward to today: My seven-person plaintiff-side personal-injury firm runs entirely on CASEpeer, and I can’t imagine practicing without it. In this article, I’ll share my firsthand experience of how CASEpeer has streamlined every aspect of our practice – from task management and calendaring to client communication, intake, demand letters, settlement tracking, reporting, and more. My hope is that my colleagues in the California plaintiffs’ bar will see how legal tech (even with a dash of AI) can elevate a practice, improve client service, and preserve our sanity in the process.

Choosing CASEpeer

Our search for a suitable case management solution involved evaluating several prominent platforms, such as Clio, Filevine, and others. Ultimately, we selected CASEpeer primarily due to its specific design and focus on the personal-injury field, coupled with its intuitive interface and reasonable cost – as low as $79 per user per month. Unlike general-purpose software, CASEpeer aligns closely with the unique needs of personal-injury attorneys, offering specialized tools for intake, medical management, lien negotiations, and settlement tracking. This made it significantly easier for our team to adopt and integrate into our daily routines.

Task management and calendaring – never miss a deadline

Managing deadlines is literally a life-or-death matter for a PI lawyer’s cases – miss the two-year statute of limitations (Code Civ. Proc., § 335.1) or a critical filing deadline and your client’s case could be lost. Before CASEpeer, tracking deadlines involved fragmented calendar systems and inconsistent reminders, which heightened the risk of errors. With CASEpeer, each new case immediately populates essential deadlines such as statutes of limitations, court dates, and discovery deadlines through its integrated CalendarRules feature, automatically calculating dependent dates and reducing manual effort.

Centralized calendar with auto-calculation: In CASEpeer, when we open a new case file, the software prompts us to input all relevant deadlines – from the statute of limitations to upcoming hearings and discovery cut-offs. If we know a trial date or arbitration hearing date, we enter it once, and CASEpeer’s integration with CalendarRules automatically populates all the related deadlines (e.g., expert-disclosure deadlines, discovery motion cut-off dates, etc.) without us having to manually count days on a calendar. The first time I set a trial date in CASEpeer and saw a dozen dependent deadlines appear instantly – all correctly calculated – I just about jumped for joy. No more counting 30 days here or 15 court days there; the software handles it.

Task lists and reminders for everything: Beyond court dates, CASEpeer has become our daily task master. Each case in the system has an associated task list, and I can assign tasks to myself or to any team member with due dates and priority levels. For example, if a new client needs a demand letter drafted in two weeks, I create a task in the Smith case file: “Draft demand letter to GEICO – due 11/30” and assign it to my paralegal. She gets an immediate notification, and it shows up on her task dashboard. If that task isn’t marked completed as the deadline approaches, CASEpeer pings us with reminder alerts.

In staff meetings, I’ll often pull up CASEpeer’s task overview and in seconds see what’s overdue or upcoming. This means no more tasks slipping through the cracks. It’s also great for remote work: Whether I’m in the office, at home, or even in a courthouse hallway, I can open the CASEpeer app on my phone and see all my tasks and calendar events for the day. That ubiquitous access has been crucial in the hybrid work era.

Integration with my calendar of choice: CASEpeer plays nicely with all calendar apps (e.g., Google Calendar or Microsoft Outlook). We synced CASEpeer with our Outlook accounts so that any event entered in CASEpeer (a deposition, a court hearing, a client meeting) automatically appears on our personal calendars, and vice versa. This two-way sync means nobody has to do double entry, and if someone prefers to view their schedule on their phone’s native calendar, they can – the information flows seamlessly from CASEpeer. I personally like to start my morning looking at CASEpeer’s own calendar view, which lets me filter by case or team member. If I want to see only my court appearances this week, it’s two clicks. If I want to see everything happening firm-wide today, that’s easy too. We’ve essentially gained the benefit of a master firm calendar without abandoning the individual tools we each like to use.

Peace of mind with statute tracking: One particular feature that gives me great peace of mind is CASEpeer’s statute of limitations tracking. In California PI cases, keeping an eye on that two-year deadline (or six months for a government claim, etc.) is paramount. CASEpeer forces us to input the statute date for every new case, and it will prominently flag any case that is, say, six months away from the deadline, then three months, then 30 days. Those bright warnings ensure no case creeps up on its expiration without us knowing. In fact, I’ve made it a habit each month to run a report of all open cases sorted by approaching statute date – something that CASEpeer generates in seconds. It’s a simple step that could prevent a disastrous malpractice situation.In short, the task and calendar management capabilities of CASEpeer have fundamentally changed how we operate. I no longer wake up at two a.m. panicked that I forgot to file a form or call a client back – I know CASEpeer has my back with a system of prompts and safety nets. As a bonus, I’ve noticed our office stress level around deadlines has plummeted. When you trust your calendar and task system, everyone can breathe a little easier and focus on substantive work.

Streamlined team collaboration and oversight

Before adopting CASEpeer, critical information was scattered – trapped in individual emails, handwritten notes, and isolated spreadsheets. This fragmentation hampered collaboration and made supervision unnecessarily difficult. Transitioning to CASEpeer has centralized our entire workflow. Every case note, document upload, and internal communication is recorded in real time on a chronological case timeline, giving the entire team instant visibility and shared context.

Task management is now fully transparent. Assignments are clearly tracked within the platform, promoting accountability across the board. Supervising attorneys can monitor progress, review activity logs, and intervene proactively where needed – all without chasing down updates. This level of structured oversight has been a game-changer for maintaining consistency and quality, particularly in staff training and performance audits.

Collaboration from anywhere

Remote and hybrid work are now fixtures in our profession, and CASEpeer has proven essential to keeping our team coordinated outside the traditional office. During the pandemic lockdowns, firms operated fully remote for over a year without skipping a beat. Cloud-based access meant every team member had the same real-time visibility into our cases whether they were working from their kitchen table or the courtroom.

If someone uploaded a document or added a note from home, I saw it immediately – no lag, no guesswork. That functionality continues to power our hybrid model today. Just recently, I was appearing in Orange County court when a question arose about specific medical records. I opened the CASEpeer mobile app right there in the hallway, saw my assistant had uploaded the complete Kaiser records two days earlier and noted, “Received complete Kaiser records 4/2/2025,” and was able to have an answer on the spot. That kind of instant access to synchronized case information simply wasn’t possible in our pre-CASEpeer workflows.

Client communication and documentation

All communications in one place: We make it a policy now that if a conversation with a client isn’t noted in CASEpeer, it effectively didn’t happen. When a client calls with a question, whoever answers the phone opens the case in CASEpeer and types a quick note: e.g., “1/12/2025 – Client called asking if we received her MRI results. Assured her we are following up with the provider, will update next week. – [Initials].” That note is then visible to the whole team. If the client calls back the next day and I pick up, I can read that note and immediately know what was discussed, which saves the client from repeating herself and shows her that our firm is on top of things. The same goes for emails – we either copy important email text into a case note or save the email to the case’s document tab. CASEpeer’s integration with email means I can forward an email to a special address and it uploads to the case file. The result is that any member of my team can see the full history of client communications at a glance. This is especially useful when people go on vacation or a case is reassigned – the new handler isn’t left in the dark because all the calls, emails, and even text messages with the client are right there in the case file.

Texting and client portal integration: A lot of clients today prefer text messaging for quick updates – it’s fast and convenient. CASEpeer has a built-in client texting feature (we chose a firm-specific texting number through the software) that allows us to send and receive SMS messages to clients directly from the case-management system. I was amazed at how this improved our responsiveness. For example, after a doctor’s appointment, a client might text us, “Just finished the orthopedic consultation, they recommend surgery.” That text pops up in CASEpeer under that case, and my whole team can see it. I or my staff can then quickly reply, “Thanks for the update – we will get the surgery authorized and add this to your case file,” all from within CASEpeer. The entire exchange is saved automatically. No more staff using personal cell phones to text clients and then forgetting to log it. This not only helps us communicate the way clients want, but it also creates a complete record of those communications.

Streamlined intake and case evaluation

Effective client intake is vital for contingency-based practices. Before CASEpeer, inconsistent intake procedures sometimes led to missed opportunities. With CASEpeer’s comprehensive intake module, new leads are promptly entered and tracked meticulously. Customized intake forms ensure that all relevant information – accident details, insurance data, prior injuries – is systematically captured.

Automated follow-ups ensure timely contact with potential clients, significantly boosting our conversion rate. The integration of electronic retainer signatures accelerates the onboarding process, often securing clients within hours instead of days. CASEpeer also facilitates strategic case evaluation by categorizing cases based on severity, insurance limits, and projected value, enabling more effective allocation of firm resources.

Demand generation and settlement management

CASEpeer dramatically improves the efficiency of creating demand packages and managing settlement negotiations. Automated demand letter templates populate essential case details, greatly reducing preparation time and minimizing errors. The software meticulously tracks all settlement offers and counteroffers, providing a clear history of negotiations that enhances strategic decision-making.

Upon settlement, CASEpeer accurately calculates attorney fees, reimbursable costs, and medical lien payments, automatically generating precise settlement statements for client approval. Integration with QuickBooks and LawPay streamlines financial disbursements, ensuring timely and error-free payments to clients and lienholders alike.

Advanced reporting and analytics

Data-driven decision-making has become integral to our practice management thanks to CASEpeer’s sophisticated reporting capabilities. Detailed reports on case inventory, settlement statistics, conversion rates, and staff productivity provide valuable insights, enabling us to refine internal processes continually. By analyzing trends in settlement durations and lead conversions, we have significantly improved our operational efficiency and client outcomes.

Integration with your desk tools, at a fair price

CASEpeer integrates seamlessly with essential tools we already used, such as Outlook, Dropbox, QuickBooks, LawPay, and Mailchimp, without forcing us to abandon familiar platforms. These integrations eliminate redundant data entry and simplify workflows, increasing overall efficiency. Starting at roughly $79 per user per month, CASEpeer offers superior value by delivering specialized, high-quality functionality tailored specifically for personal-injury practices.

Areas for improvement

Despite our overwhelmingly positive experience, there remains room for improvement – particularly in the area of reporting customization. More advanced financial-forecasting capabilities would offer significant strategic benefits, enabling firms to anticipate revenue trends, allocate resources more efficiently, and make data-driven decisions with greater confidence. The ability to project settlement timelines, track expected case values, and model cash-flow scenarios would transform CASEpeer from a robust case management tool into a foward-looking financial asset. Fortunately, CASEpeer’s responsive support team actively solicits user feedback and has a strong track record of implementing enhancements based on client input.

Conclusion

The adoption of CASEpeer has profoundly transformed our firm. Our team of attorneys and support staff now operates more effectively, communicates more seamlessly, and consistently delivers exceptional client service. By focusing explicitly on the unique requirements of personal injury practices, CASEpeer has alleviated administrative burdens, reduced stress, and facilitated meaningful improvements in productivity and client satisfaction. Our positive experience strongly recommends CASEpeer to other small to medium-sized PI firms seeking to elevate their practice through robust, specialized case management technology.

Editor’s note: Are you as happy with your firm’s case-management system as Jamal is with CASEpeer? If so, or if not, please send us your review of your firm’s case-management software to This email address is being protected from spambots. You need JavaScript enabled to view it..