8am CasePeer Reviews & Product Details

I love how intuitive the program is. As the primary trainer at our firm, I find it very easy to teach new staff members how to use the tools. Review collected by and hosted on G2.com.

I wish that there were more integrations with certain apps, especially free apps. I wish that we could take tasks assigned on CasePeer and easily integrate with Trello so that a Trello board is made from the assigned tasks. Review collected by and hosted on G2.com.

I like how accessible and user-friendly 8am CasePeer is. Everything is organized, visible, and easy to access, which helps me work efficiently and stay on top of my tasks. I can create a new case file while I’m on a call, quickly access and update case information, and make changes to forms as needed. I also like how quickly I can track my teammates’ activity and see what’s completed, what’s pending, and what they’ve worked on, so I can pick up where they left off and keep the workflow moving without missing important details. The initial setup was super easy. Review collected by and hosted on G2.com.

I’d like the home screen to have more prominent buttons or shortcuts for the features and cases I use most. When I’m on the phone handling HIPAA confirmations or checking a balance, I’d like personal information to be easier to access from the Medical Treatment tab, since I currently have to open two screens and navigate between them. It would also help to see the medical provider’s name and the attached document’s name together so I can confirm whether records were received. Review collected by and hosted on G2.com.

I like that 8am CasePeer is designed specifically for personal injury work, so it knows what I'm doing, which makes it simple, understandable, and easy to track progress without overwhelming me with multiple options. I prefer it over other platforms I've used in the past. The Medical Treatment tab is crucial for my work, keeping all treatment centralized and organized with important information like dates, numbers, line holders, charges, and balances, giving me a full perspective on where the case stands. Also, the integration with AI or chatbots that our firm uses works perfectly, and the transition from MyCase was smooth for most of our cases. Review collected by and hosted on G2.com.

The document section in 8am CasePeer could be much better. The search bar doesn't work well, and I'd like it to be case-wide rather than limited to folders. It would be great to find things regardless of the folder I'm in. Adding tags could be really helpful here. Also, the drag and drop functionality could be smoother since it currently requires a few more clicks than necessary. The settlement tab often crashes, and it doesn't allow you to save changes all at once, which makes it challenging to use due to its design. Review collected by and hosted on G2.com.

The most beneficial feature of Casepeer is its ability to streamline and centralize information. In doing so, Casepeer eliminates or at least significantly reduces the complexity of managing medical records and follow-ups. It has made my tasks much more manageable and far easier to track from start to finish. Review collected by and hosted on G2.com.

The least helpful aspect of using Casepeer is its limited customization and reporting capabilities. At times, this makes it harder to tailor the system to my needs and to pull meaningful insights, especially when compared with other case management tools. Review collected by and hosted on G2.com.

It helps in our everyday communication with each case. The attorney and I can read the notes and are able to give the client an update while they are on the phone. Review collected by and hosted on G2.com.

The one thing I would put on my wish list is that when searching for a medical provider, then having to add the medical provider, is that it would carry the name over instead of having to retype it again. Review collected by and hosted on G2.com.

I like how 8am CasePeer simplifies my day-to-day work. I can quickly find case information and track records requests, billing documents, follow-ups, and case updates without searching through multiple systems. Having everything in one place keeps my team organized, improves visibility into case progress and communication, and makes collaboration and case management more efficient. I also like the case notes and activity tracking, which help me document important updates and follow-ups and provide a reliable audit trail. It integrates well with Outlook and our daily workflow as a central hub for case management and documentation. The platform is intuitive, the initial setup was fairly easy, and our team adopted it quickly. Review collected by and hosted on G2.com.

I sometimes need extra clicks to find specific information because of the search and navigation experience. I’d also like more customization options for dashboards and reports. Review collected by and hosted on G2.com.

I like that clients can text and it goes right into their files Review collected by and hosted on G2.com.

The email section that goes to notes and it's hard to read. Emails need a separate section. Review collected by and hosted on G2.com.

It's so easy to organize and build a case with all the options that are available. If there's any issues, I like that you can easily message for support and it is addressed immediately. Updating information on a case is also a walk in the park. I like the customization option of organizing the side panel to organize the tabs in an order that best work for everyone. Also, I do enjoy the AI component when you send a text to a client so you can fine tune your responses and be more clear in communication. Review collected by and hosted on G2.com.

My only gripe is you can't edit notes after it's been published which can sometimes create an overlap of communication. Review collected by and hosted on G2.com.

That all the information is well-organized, easy to access and it is really user-friendly so anyone can manage and find the information added to any case. Review collected by and hosted on G2.com.

Over the past few months, the only issue I’ve run into is when uploading files larger than 5MB to OneDrive from CasePeer. It still hasn’t been resolved, but based on the updates I’ve been seeing, I expect it will be fixed in the coming months. Review collected by and hosted on G2.com.

I appreciate how 8am CasePeer helps us manage our personal injury cases efficiently from intake through settlement. It has significantly improved our workflow by making collaboration easier and ensuring that important tasks and updates are not overlooked. I like that it helps manage documents, record communications, monitor deadlines, and keeps all case-related information in one centralized platform. The intuitive interface keeps our team organized, saving time and making collaboration between team members more efficient. The initial setup was very easy and fast, and the platform is user-friendly. Review collected by and hosted on G2.com.

The platform is generally very reliable, but there are occasional slowdowns. Improving search functionality and adding more automation options would make it better. Review collected by and hosted on G2.com.