CasePeer Review: Overview, Features, Pricing & Alternatives in 2025

Case details scattered everywhere again?

If you’re researching CasePeer, you know how hard it is to keep your case files, deadlines, and client updates in one reliable place—especially when your practice handles a steady stream of personal injury cases.

The biggest headache? Wasting hours tracking down missing details, risking missed deadlines and unhappy clients because your software just can’t keep up.

That’s why I took a deep dive into CasePeer’s all-in-one platform—built specifically to help personal injury law firms like yours organize every file, automate tasks, and streamline day-to-day workflows. The platform stands out with plug-and-play intake tools, unlimited texting, document automation, and robust reporting that moves your whole firm forward.

In this review, I’ll show you how CasePeer can keep your entire caseload organized without a steep learning curve or endless customization hassles.

In this CasePeer review, you’ll discover how its case management features measure up, real-world user pain points, pricing insights, and where it stands against alternatives.

You’ll walk away knowing the features you need to work faster, stay organized, and truly focus on your clients.

Let’s get started.

CasePeer Overview

CasePeer is a cloud-based case management software with a clear mission for personal injury firms. They’ve been around since 2015, based out of Irvine, California.

What I find most interesting is their dedicated market focus. They build software specifically for personal injury law firms, aiming for a turnkey solution that feels less overwhelming for small to mid-sized practices than generalist tools.

Their 2022 acquisition by AffiniPay, LawPay’s parent company, was a significant strategic move. As you’ll see through this CasePeer review, this brings financial stability and deeper integration potential.

Unlike broader platforms like Clio or Filevine that serve all practice areas, CasePeer is built for PI firms out-of-the-box. I find this focus means its features are more intuitive, helping your team avoid customizing a generic system.

They work with a growing base of small to mid-sized personal injury practices that need to manage complex operations from client intake all the way through to final settlement.

From my assessment, their strategy hinges on simplifying the inherent chaos of PI case management. They prioritize intuitive, automated workflows and clear reporting, directly addressing the productivity challenges I hear about from growing firms.

Now let’s examine their core capabilities.

CasePeer Features

Dealing with disorganization in your personal injury firm?

CasePeer features are specifically designed for personal injury law, helping you streamline everything from client intake to settlement. Here are the five main CasePeer features that simplify your daily operations.

1. Case and Contact Management

Overwhelmed by scattered case information?

Trying to track every detail across different files or spreadsheets can lead to missed information and team confusion.

CasePeer’s centralized hub lets you create virtual case files to track all client medical treatments, liens, and communication. From my testing, having everything accessible in one place truly helps ensure everyone has current information. This feature makes sure no critical detail slips through the cracks.

This means your team stays organized and can access essential case data instantly, boosting overall efficiency.

2. Automated Task Workflows and Calendar Management

Missing crucial deadlines or client follow-ups?

Inconsistent task assignment and manual calendar updates often lead to missed deadlines and accountability issues.

CasePeer helps you assign tasks with due dates and priority levels, and even create customizable workflows that trigger based on case status. What I love about this is how it minimizes human error on critical actions, and integrates smoothly with your existing calendars like Google or Outlook.

The result is your team gets clear accountability and ensures that important legal steps are never overlooked.

3. Client Intake and Communication

Struggling with slow client onboarding and patchy communication?

Manual intake processes and disconnected communication channels can frustrate new clients and slow down case initiation.

This feature offers efficient client intake forms and an intake portal, plus unlimited two-way texting for direct client messaging. From my evaluation, the secure client portal for confidential document sharing really stands out. All client conversations and emails are documented directly to the case.

So as an attorney, you can onboard clients faster and maintain a transparent, well-documented communication history.

4. Document Management and Automation

Wasting hours on manual document creation and filing?

Creating documents from scratch and managing physical files can be a massive time sink, introducing inconsistencies and errors.

CasePeer provides unlimited cloud storage and automated document generation using reusable templates that populate with saved client data. Here’s where CasePeer shines: it significantly reduces manual document production, ensuring consistency across all your legal paperwork.

This means you can dramatically cut down on administrative time, allowing your team to focus on high-value legal work instead.

5. Reporting and Analytics

Can’t pinpoint where your firm is losing time or money?

Without clear data, it’s tough to make informed decisions about productivity, costs, or where to focus your efforts for growth.

CasePeer’s robust reporting module centralizes key performance data on costs, statutes, and productivity, helping you make data-driven decisions. From my testing, the visibility into operations for identifying process issues truly empowers optimization. The advanced tier even offers data sync for custom dashboards.

This means you get powerful insights to identify bottlenecks, optimize workflows, and ultimately improve your firm’s profitability.

You’ll actually appreciate how these CasePeer features work together as a cohesive system for personal injury firms, rather than a collection of disparate tools.

CasePeer Pricing

Budgeting for new software?

CasePeer pricing offers clear, per-user, per-month tiers, providing transparency and helping you easily plan your legal tech investment.

Plan	Price & Features
Basic Tier	$79/user/month • Case & contact management • Client portal & tasks • Unlimited document storage • Automated statute alerts • Settlement/medical/expense tracking
Pro Tier	$119/user/month • All Basic features • Client intake management • Unlimited two-way texting • Case stage management • 50+ additional reports & 20+ integrations
Advanced Tier	$149/user/month • All Basic & Pro features • Text scheduling & Case Grades • Office Reporting Suite • Data Sync for robust reporting • Intake Investigator Portal & API access

1. Value Assessment

Great pricing transparency here.

From my cost analysis, what impressed me is how CasePeer’s pricing scales directly with your firm’s growth, ensuring you only pay for what you need. The per-user model makes budgeting predictable, avoiding surprise costs common with less transparent systems, and you get robust features even at the basic level.

This means your monthly costs stay predictable as your team expands, with clear paths to unlock more advanced functionality.

2. Trial/Demo Options

Smart evaluation approach available.

CasePeer offers a free trial and demo options, allowing you to thoroughly test the software before making a financial commitment. What I found valuable is how you can experience the intuitive interface and core features firsthand, helping you ensure it fits your firm’s specific workflow needs.

This lets you validate the ROI and user adoption before spending money, minimizing any potential financial risk.

3. Plan Comparison

Choosing the right tier matters.

The Basic tier covers essential case management, but the Pro tier offers significant value with intake management and enhanced reporting for growing firms. What stands out is how the Advanced tier adds multi-office reporting and API access for larger, more complex operations needing deep insights.

This tiered approach helps you match pricing to actual usage requirements rather than overpaying for unused capabilities.

My Take: CasePeer’s pricing strategy is straightforward and scalable, making it an excellent fit for personal injury firms of various sizes looking for predictable, feature-rich solutions.

The overall CasePeer pricing reflects transparent value without hidden surprises for personal injury firms.

CasePeer Reviews

What do actual users say?

CasePeer reviews provide valuable insights into real user experiences, helping you understand how the software performs in daily operations for personal injury law firms.

1. Overall User Satisfaction

User sentiment is largely positive here.

From my review analysis, CasePeer users generally express high satisfaction, often highlighting its specialized focus. What I found in user feedback is how **its intuitive design simplifies complex workflows**, making it easy for legal teams to adapt quickly.

This indicates you can expect a relatively smooth onboarding process for your firm.

2. Common Praise Points

Its user-friendliness consistently impresses.

Users frequently praise CasePeer’s intuitive interface and its logical progression for personal injury cases. Review-wise, **the efficient case management features save significant time**, helping firms track deadlines and manage numerous cases effectively, which is a huge benefit.

This means your team can spend less time learning software and more time on client work.

3. Frequent Complaints

Customization limitations are a common frustration.

Users often cite a recurring complaint regarding the “inability to customize with custom fields.” What stands out in customer feedback is how **some perceive product gaps for specific niche needs**, suggesting workarounds might be necessary for unique firm requirements.

These issues seem more inconvenient than deal-breakers for most, but warrant consideration.

The overall CasePeer reviews paint a picture of a specialized tool that delivers, despite some clear customization limitations.

Best CasePeer Alternatives

So many choices, which one is right for you?

The best CasePeer alternatives include several strong options, each better suited for different legal firm sizes, practice area needs, and budget considerations.

1. Clio Manage

Handling more than just personal injury cases?

Clio Manage is a more comprehensive solution for general practice law firms, offering robust features for various legal practice areas. From my competitive analysis, Clio provides broader general practice management features, making it a versatile alternative if your firm handles diverse legal matters beyond personal injury.

You should choose Clio if your firm’s needs extend beyond personal injury, requiring a wider set of general practice tools.

2. Filevine

Need highly customizable workflows and document automation?

Filevine is known for its extensive workflow customization and advanced document automation capabilities, appealing to firms needing significant flexibility. What I found comparing options is that Filevine offers superior custom workflow adaptability, which can be crucial for unique or complex operational requirements across various practice areas.

Consider this alternative if your firm has highly specific workflows that demand extensive customization over out-of-the-box specialization.

3. Smokeball

Prioritizing automatic time tracking and profitability analysis?

Smokeball’s key differentiator is its automatic time and activity tracking, which is a significant advantage for firms focused on maximizing billable hours. From my analysis, Smokeball excels at detailed profitability insights, providing a comprehensive suite for various practice areas, including personal injury, with granular reporting.

Choose Smokeball if your firm’s priority is maximizing billable hours and gaining deep insights into profitability across practice areas.

4. MyCase

Seeking an all-in-one, user-friendly general practice solution?

MyCase offers a broader feature set for general practice management, including integrated billing and client communication, often praised for its ease of use. Alternative-wise, MyCase is praised for its accessible, all-in-one platform for mixed practice areas, providing strong client communication tools that are easy to adopt.

You should consider MyCase if your firm handles a mix of practice areas and needs an integrated, user-friendly solution for overall management.

The best CasePeer alternatives depend on your firm’s specific practice areas and operational priorities rather than just feature lists.

CasePeer Setup

Worried about a complicated software setup?

CasePeer implementation is designed to be largely “turnkey” for personal injury firms, making its deployment process relatively straightforward compared to other legal software.

1. Setup Complexity & Timeline

Getting started with CasePeer is generally intuitive.

CasePeer is designed to be “plug-and-play,” allowing firms to get productive quickly. However, the initial setup can involve data migration, which CasePeer offers support for. Expect to hit the ground running in days, not months, if your data needs are straightforward.

You’ll need to plan for any existing data transfer, but the overall implementation is less complex than many other systems.

2. Technical Requirements & Integration

Minimal technical headaches here.

As a cloud-based application, CasePeer can be accessed from any modern browser on PC, Mac, or mobile, leveraging Amazon Web Services for security. What I found about deployment is that it integrates with many common legal tools like LawPay, QuickBooks, and Dropbox, simplifying your workflow.

Your IT team will appreciate the light footprint; focus on connectivity and configuring existing integrations rather than new infrastructure.

3. Training & Change Management

User adoption is supported by strong resources.

CasePeer offers unlimited free training, a comprehensive online help center, video tutorials, and weekly webinars, aiming to minimize the learning curve. From my analysis, the user-friendly interface significantly reduces resistance to new workflows, helping staff adopt the system quickly.

Invest in actively using CasePeer’s extensive training options to ensure your team maximizes productivity and embraces the new system.

4. Support & Success Factors

CasePeer’s support is a major asset.

Their customer support is consistently “top-notch,” with responsive and helpful staff who assist with best practices and challenges throughout your deployment. From my analysis, their dedicated support enhances implementation success by providing guidance and troubleshooting when needed.

Leverage their strong support system and robust training resources to ensure a smooth transition and long-term success with the platform.

Overall, CasePeer setup is designed for ease and speed, making it a strong choice for firms looking for efficient and supported deployment.

Bottom Line

Is CasePeer the right fit for your firm?

My CasePeer review shows a highly specialized solution that empowers personal injury law firms to streamline operations, enhance client communication, and drive better outcomes.

1. Who This Works Best For

Personal injury law firms of any size.

CasePeer is ideal for personal injury firms seeking a dedicated, intuitive and cloud-based platform to manage their cases from intake to settlement. From my user analysis, firms prioritizing quick implementation and strong support will find immediate value here.

You’ll succeed with CasePeer if your firm struggles with disorganization, missed deadlines, or inefficient client communication.

2. Overall Strengths

Unmatched specialization for personal injury workflows.

The software excels through its intuitive design and comprehensive features tailored specifically for personal injury workflows, like medical treatment tracking and settlement negotiation tools. From my comprehensive analysis, its user-friendly interface simplifies daily operations for attorneys and staff, reducing the learning curve significantly.

These strengths translate directly into improved client satisfaction, higher productivity, and increased revenue for your personal injury practice.

3. Key Limitations

Niche focus creates some functional constraints.

While highly specialized, CasePeer’s primary limitation is its niche focus, meaning it may not suit general practice law firms or those requiring extensive customization. Based on this review, some users reported product gaps for unique needs, suggesting occasional workarounds might be necessary.

I’d say these limitations are manageable trade-offs for its targeted excellence, but they are important considerations for your unique firm.

4. Final Recommendation

CasePeer earns a strong, clear recommendation.

You should choose this software if you’re a personal injury law firm seeking a dedicated, easy-to-implement, and well-supported case management system. From my analysis, your firm will thrive with its specialized capabilities and benefit from improved organization and client outcomes.

My confidence level is high for personal injury firms looking to streamline operations with a focused, intuitive solution.

This CasePeer review shows strong value for the right personal injury firm, highlighting its targeted strengths and minor limitations for your consideration.