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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

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.