30 Oct CASEpeer
Posted at 12:31h
in
blog
by admin
CASEpeer combines the flexibility of the cloud with the power of a comprehensive case management solution. CASEpeer helps boost client conversions with enhanced lead tracking and e-signature for faster signing on of new leads.
|
|
Feature
Contact and Matter Management
|
|
Advantage
- Saves client email correspondence
- Enables organising of files, integrated client texting, and client portal
- Links related cases
- Allows sending & receiving of texts from clients without a personal cell phone number
|
|
|
|
|
Feature
Document Management
|
|
Advantage
- Generates forms, letters and envelopes with a single click
- Automatically populates letters, forms and envelopes using information already entered in a case
- Reads files without downloading them to device
|
|
|
Limitation
- Takes time to respond when loading large files
- Docket management
|
|
|
|
Advantage
- Assign tasks on the go or create custom task flows
|
|
|
|
Advantage
- Provides integrated calendar, automatic status notifications and conflict alerts
|
|
|
|
Advantage
- Integrates with Dropbox, Office 365, Outlook, Google Calendar, QuickBooks Online, Twilio Communications Cloud, eFax Corporate, HelloSign
|
|
|
|
Advantage
- Tracking of litigation events
- Tracking demands, offers, liens, fees, and costs
- Lead tracking and signing on new leads with e-
- Marketing campaign tracking
- Medical treatment tracking
|
|
|
Limitation
- Does not track billable hours & expense
|
|
|
|
Advantage
- Built-in reports
- Firm-wide settlement report
|
|
|
|
Advantage
- Data is encrypted and stored on secure servers
- Backs up throughout the day
- Redundant servers provide peace of mind
- Data is stored with Amazon Web Services, and it is HIPAA-compliant
|
|
|
|
Advantage
- Provides trust accounting
- Firm-wide settlement report
|
|
|
Limitation
- Does not provide online payments, billing & invoicing, full accounting
|
|
|
No Comments