CasePeer — PI Case Management Without the Enterprise Overhead
PI-native case stages, medical treatment tracking, lien management, and settlement workflows — purpose-built for solo through mid-size personal injury practices.
Takes 5 minutes. No commitment.
30 minutes. No sales pitch.
What CasePeer Does
PI Case Management Built for the Actual PI Lifecycle
CasePeer is a cloud-based case management platform designed specifically for personal injury law firms. Where general platforms like Clio require you to configure PI-specific fields and workflows from a blank slate, CasePeer ships with case stages, treatment tracking, lien management fields, and settlement disbursement workflows built into the default setup.
The practical effect: a PI firm moving to CasePeer spends significantly less time configuring the system and more time working cases. The tradeoff is a narrower platform — CasePeer is not designed for multi-practice firms or firms that need deep integration with third-party tools.
CasePeer occupies the middle of the PI case management spectrum: more purpose-built than Clio, less configurable and less expensive to operate than Filevine. For solo and small PI practices that want PI-native workflows without a 3–6 month implementation project, it is often worth evaluating before committing to a more complex platform.
PI Case Management: Three Options
CasePeer, Filevine, or Clio for Your PI Practice
PI firms evaluating case management are usually choosing between three tiers. Scale and complexity determine which tier fits:
Not sure which tier fits your firm? The Intake Audit covers PI platform selection directly.
Recommended When
PI firm looking for purpose-built case management with PI-native workflows (treatment tracking, lien management, settlement stages) without the implementation overhead of Filevine. Often a strong fit for PI firms with under 100 active matters and under 6 attorneys.
Not the Best Fit When
Firms outside personal injury. Firms growing toward 100+ active matters where Filevine's deeper customization earns its cost. Firms handling multiple practice areas who need a generalist platform.
Evaluating CasePeer for PI case management? See the PI Operations Matrix →
How Songbird Helps
Evaluation and Guided Setup, Not Just a Referral
Songbird has no financial relationship with CasePeer. When we recommend it, the recommendation is based on firm size, PI case volume, and workflow fit — not a referral fee. We also tell you directly when CasePeer is not the right choice (Filevine if you are scaling toward 100+ active matters; Clio if you handle practice areas beyond PI).
If CasePeer is the right fit, we assist with setup: configuring case templates for your specific PI matter types, connecting intake tools (Smith.ai, your intake forms), and mapping your existing case data for migration. Most PI firms are fully operational in 2–4 weeks.
We confirm CasePeer vs. Filevine vs. Clio based on your firm's size, volume, and PI matter types.
We set up case stages, treatment tracking fields, and settlement workflows for your specific PI practice.
We connect your call answering service (Smith.ai) and intake forms to feed new matters into CasePeer.
If your firm uses or is evaluating EvenUp for demand prep, we configure the workflow handoff between CasePeer and EvenUp.
Is CasePeer Right for Your PI Practice?
Start with a free Intake Audit. We will assess your firm's PI case volume, current system, and workflow needs — and give you a written recommendation across CasePeer, Filevine, and Clio.
Takes 5 minutes. No commitment.
Frequently Asked Questions
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CasePeer and Filevine both handle PI case management, but they are built for different scales. CasePeer is designed for solo through mid-size PI practices that want purpose-built PI workflows — treatment tracking, lien management, settlement stages — without the implementation overhead and operational complexity Filevine requires. Filevine earns its cost at 6+ attorneys with 100+ active matters; below that threshold, CasePeer usually produces better outcomes per dollar of time and money spent. If your firm is approaching that scale and expects to cross it within 18–24 months, that is worth factoring in when choosing — but CasePeer is a fully capable system, not a stepping stone.
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CasePeer ships with case stages, fields, and workflows built around the actual PI lifecycle: intake, liability investigation, medical treatment tracking, lien management, demand preparation, negotiation, and settlement. A general platform like Clio can be configured to approximate these workflows, but CasePeer starts there. For a PI firm, this means less configuration work upfront and fewer workarounds for routine case tasks.
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CasePeer includes billing and time tracking. For PI firms on contingency, billing complexity is lower than hourly practices, and CasePeer's billing module handles contingency fee tracking and settlement disbursement. IOLTA trust accounting is included. Firms with more complex accounting needs (e.g., managing large structured settlement pools) may supplement with dedicated accounting software.
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Yes. EvenUp is a demand preparation tool — it produces the demand letter and medical chronology, typically pulling from medical records and case notes. CasePeer is the system of record where the case lives. The two serve different parts of the workflow: CasePeer tracks the case through every stage; EvenUp accelerates a specific bottleneck (demand prep) within that workflow. Most PI firms using EvenUp use it alongside whichever case management system they are on, CasePeer included.
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No. Songbird has no referral or affiliate arrangement with CasePeer. We include it in our PI practice assessments because it is a frequently evaluated option for PI firms at the solo-to-mid-size scale. Our recommendation is based solely on fit with your firm's size, volume, and workflow.
Start With a Free Intake Audit
We will tell you whether CasePeer, Filevine, or Clio fits your PI practice — with a written recommendation specific to your case volume and workflow.
Takes 5 minutes. No commitment.
30 minutes. No sales pitch.