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HELP CENTER

We hope you find the answer to your questions below.

For additional assistance, please email support@casepeer.com. Our knowledgeable team responds to the majority of support tickets during the same business day.

Also check out our videos for help with common new user questions.

Intake

Managing a Case

Client Tab

Defendant Tab

Incident Tab

Other Parties Tab

Photos Tab

Injuries Tab

Medical Treatment Tab

Health Insurance Tab

Employment Tab

Settlement Loans Tab

Attorney Liens Tab

Settlement Tab

 

Litigation Tab

Expert Witness Tab

Discovery Tab

Costs Tab

Notes Tab

Tasks Tab

Documents Tab

Statute Tab

Search Tools

Keyboard Shortcuts

Account Administration – Users

Account Administration – CASEplan Management

 

Account Administration – Investigators

Account Administration – Lead Sources

Account Administration – Account Settings

Account Administration – Merge Contact

Document Template Management

Mail Center

Review Center

Email Integration

Calendar Integration

  • Click the Settings icon in the top right corner.
  • Select “Profile Settings” from the drop down menu.
  • A pop-up window will appear.
  • Click “Link Calendar” button towards the bottom of the pop-up window..
  • You will be redirected to a different webpage.
  • Select your calendar service.
  • Log in to your calendar service as you normally would.
  • Click “Allow.”
  • You will be redirected to a Thank You/Confirmation page in CASEpeer.
  • NOTE: CASEpeer’s calendar is currently a one-way sync. This means that any events you make in CASEpeer will sync with your synced email account, but any changes you make or events you add in your personal calendar will not be reflected in your CASEpeer calendar.
 
  • Click the Settings icon in the top right corner.
  • Select “Profile Settings” from the drop down menu.
  • A pop-up window will appear.
  • Click “Unlink Calendar” towards the bottom of the pop-up.
  • Your calendar has been successfully unlinked.

 
  • Reset your calendar in the case that you change a CASEpeer event in your personal calendar and don’t want to keep the change. Resetting your calendar link will realign your personal calendar to match your CASEpeer calendar.
  • Click the Settings icon in the top right corner.
  • Select “Profile Settings” from the drop down menu.
  • A pop-up window will appear.
  • Click “Reset Calendar” button.
  • You will see a confirmation message resyncing your calendar.
 

Texting Clients

  • Click on the Settings icon in the top right corner.
  • Select “Account Settings” from the drop down menu.
  • Click on the “Select a Number” link underneath the “Outgoing SMS” section under “Firm Details.”
  • A pop-up window will appear.
  • Type in desired area code.
    • Optionally, you can search for a word or number pattern in the second and third fields.
  • Click “Next.”
  • Select the number you wish to make your permanent text number.
    • If none are available with your selected criteria, click “Prev” to go back and try again.
  • Click “Next.”
  • Click “Confirm.” Note that this number cannot be changed after it is confirmed.
  • You have successfully set your text number. This is the number your clients will see when you send text messages.
  • NOTE: This can only be done by a firm administrator, or a user with permissions to see “Account Settings” and “SMS Text Number Selection Wizard.”
 
  • NOTE: Before opting-in a client to receive text messages, you must have an outgoing SMS number already selected for your firm. See “Select a Number For Outgoing Texts” above.
  • Navigate to the case of the client you want to connect text messages to.
  • Click on the white arrow in the dark green box at the top right of the page next to the case status.
  • Select “Text Opt-In Required” from the drop down menu. If you do not see this option, you either do not have permission to text clients, or texting has not been enabled for your CASEpeer account. Talk to your firm administrator.
  • A pop-up window will appear.
  • Select the checkbox underneath “Text Opt-In.”
  • Select the client phone number you want to text to.
  • Click “Save.”
  • NOTE: This will send a confirmation text message to the client’s opted-in phone number. If the number is invalid or cannot receive text messages, you will see an alert.
 
  • NOTE: Only those with the “User Can Send SMS Text Messages” advanced permission can send texts to clients.
  • Go to the desired client’s case.
  • Click on the white arrow in the dark green box at the top right of the page next to the case status.
  • Select “Text Client” from the drop down menu.
  • A pop-up window will appear.
  • Type the text message you wish to be sent to the client.
  • Click “Save.”
  • Your text message will be sent to the client.