Migrate your CASEpeer data
Cloud-based case management software purpose-built for personal injury plaintiffs' attorneys. Tracks cases from intake through medical treatment, litigation, and settlement within a single firm-focused data model.
In its favor
Why people choose CASEpeer
The signal that keeps CASEpeer on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Personal injury specificity — the platform is built for plaintiffs firms from the ground up, with case stages, medical treatment tracking, and settlement workflows that general-purpose CRMs cannot replicate without heavy configuration.
User interface simplicity — G2 reviewers consistently describe CASEpeer as easy to navigate, with left-hand folder organization for litigating and pre-litigation cases keeping attorneys organized without training overhead.
Built-in data transfer assistance — CASEpeer assigns an implementation team to each new firm, running a 4-stage process (Initial Pull, Review, Approve, Final Import) that reduces migration anxiety during onboarding.
Competitive pricing for small-to-mid firms — at $79/user/month for Basic, the platform undercuts many enterprise legal CRMs while covering case management, notes, calendaring, and texting out of the box.
Advanced-tier Data Sync — the top tier pushes firm data nightly to a dedicated AWS S3 bucket queryable via Athena, enabling firms to run BI reporting in Tableau or Power BI without exporting manually.
Dropbox integration breaks persist without resolution — at least one firm reported a custom folder creation bug lasting five months with no fix, blocking document access for newer client files and forcing workarounds.
Texting limitations frustrate communication-heavy workflows — users report lack of mass texting capability, no attachment support in messages, and cluttered in-app notifications that require external tools to replace.
Missing features force reliance on external software — essential tasks such as certain document workflows, client intake, and reporting require external actions or third-party integrations that CASEpeer does not natively cover.
Document management inconsistencies — folder structures and document naming conventions do not always behave predictably, with one reviewer noting lawyers cannot refer to files that should exist in CASEpeer-hosted folders.
Reporting is tier-gated — the Data Sync feature (S3 + Athena + BI tool connectivity) is restricted to the Advanced tier, leaving Basic and Pro users without a native path to operational analytics.
Reasons to switch
Why people leave CASEpeer
The recurring reasons buyers give for replacing CASEpeer. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where CASEpeer fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
CASEpeer pricing overview
CASEpeer charges per user per month with no published onboarding or implementation fees. Three tiers are available: Basic at $79/user/month covering core case and contact management; Pro at $119/user/month adding reporting and automations; and Advanced at $149/user/month for Data Sync, text scheduling, and BI tool connectivity. All tiers include LawPay integration and standard storage.
Basic
Tier 1 of 3
$79/user/month
What's included
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What gets migrated
CASEpeer object support
Object-by-object support for CASEpeer migrations. Per-pair details surface during scoping.
Cases
Fully supportedCases are the primary object in CASEpeer, organized into pre-litigation and litigating folders. Every Case has a type, status, assigned attorney, client contact, and associated notes. We map Cases 1:1 with their full field set, including pipeline stage, dates, and custom fields.
Case Notes
Fully supportedNotes are attached to Cases and are fully searchable and shareable across firm users. We export all notes including pinned notes, timestamps, and author attribution. Notes maintain their Case association during migration.
Contacts (Clients)
Fully supportedContacts represent clients and opposing parties within the firm. Each Contact links to one or more Cases. We preserve Contact records with name, phone, email, address, and their Case associations intact.
Custom Intake Forms
Mapping requiredCustom intake forms are created per case type and can include firm-defined fields beyond the standard schema. Not all fields on intake forms are accessible via the same mechanism; we map these fields carefully to ensure custom form data lands correctly in destination objects.
Custom Fields
Mapping requiredCustom fields are supported but only for Custom Intake Forms, not for the standard Client Intake Form. When migrating, we must determine whether any case-type custom fields exist and handle them as extended properties on the target object.
Calendar / Deadlines
Fully supportedCASEpeer tracks court deadlines and appointments per Case. The CalendarRules integration auto-populates jurisdiction-specific deadlines. We preserve calendar entries with their date, type, associated Case, and assigned user.
Text Messages
Mapping requiredTexting is built into CASEpeer with scheduling capability (Advanced tier) and per-user permission controls. We export SMS history and scheduled texts, but mass texting and attachment-in-text capabilities are not consistently available in all tiers, so we flag any scheduled outbound texts for review.
Documents
Mapping requiredDocuments attach to Cases and are often stored via Dropbox integration. A known bug has broken custom folder creation for some firms for months. We attempt to export documents from the CASEpeer-native file store; Dropbox-linked files require a separate authorization step to retrieve.
Integrations (LawPay, CalendarRules, Records On Time)
Mapping requiredIntegration connections (LawPay for payments, CalendarRules for court deadlines, Records On Time for medical records) are configuration data, not case data. We export integration settings so they can be reapplied in the destination system.
User / Staff Assignments
Fully supportedCASEpeer assigns attorneys, paralegals, and staff to Cases with role-based permissions. We export user records and their Case assignments, preserving ownership and access permissions in the target system.
Data Sync Exports (Advanced tier S3/Athena)
Mapping requiredThe Advanced tier's Data Sync pushes a nightly snapshot to an AWS S3 bucket queryable via Athena. This is not a live connection — it is a one-day-lagged export. If the firm relies on this for reporting continuity, we must preserve the S3 bucket path and Athena query schema during migration.
| Object | Support | Notes |
|---|---|---|
| Cases | Fully supported | Cases are the primary object in CASEpeer, organized into pre-litigation and litigating folders. Every Case has a type, status, assigned attorney, client contact, and associated notes. We map Cases 1:1 with their full field set, including pipeline stage, dates, and custom fields. |
| Case Notes | Fully supported | Notes are attached to Cases and are fully searchable and shareable across firm users. We export all notes including pinned notes, timestamps, and author attribution. Notes maintain their Case association during migration. |
| Contacts (Clients) | Fully supported | Contacts represent clients and opposing parties within the firm. Each Contact links to one or more Cases. We preserve Contact records with name, phone, email, address, and their Case associations intact. |
| Custom Intake Forms | Mapping required | Custom intake forms are created per case type and can include firm-defined fields beyond the standard schema. Not all fields on intake forms are accessible via the same mechanism; we map these fields carefully to ensure custom form data lands correctly in destination objects. |
| Custom Fields | Mapping required | Custom fields are supported but only for Custom Intake Forms, not for the standard Client Intake Form. When migrating, we must determine whether any case-type custom fields exist and handle them as extended properties on the target object. |
| Calendar / Deadlines | Fully supported | CASEpeer tracks court deadlines and appointments per Case. The CalendarRules integration auto-populates jurisdiction-specific deadlines. We preserve calendar entries with their date, type, associated Case, and assigned user. |
| Text Messages | Mapping required | Texting is built into CASEpeer with scheduling capability (Advanced tier) and per-user permission controls. We export SMS history and scheduled texts, but mass texting and attachment-in-text capabilities are not consistently available in all tiers, so we flag any scheduled outbound texts for review. |
| Documents | Mapping required | Documents attach to Cases and are often stored via Dropbox integration. A known bug has broken custom folder creation for some firms for months. We attempt to export documents from the CASEpeer-native file store; Dropbox-linked files require a separate authorization step to retrieve. |
| Integrations (LawPay, CalendarRules, Records On Time) | Mapping required | Integration connections (LawPay for payments, CalendarRules for court deadlines, Records On Time for medical records) are configuration data, not case data. We export integration settings so they can be reapplied in the destination system. |
| User / Staff Assignments | Fully supported | CASEpeer assigns attorneys, paralegals, and staff to Cases with role-based permissions. We export user records and their Case assignments, preserving ownership and access permissions in the target system. |
| Data Sync Exports (Advanced tier S3/Athena) | Mapping required | The Advanced tier's Data Sync pushes a nightly snapshot to an AWS S3 bucket queryable via Athena. This is not a live connection — it is a one-day-lagged export. If the firm relies on this for reporting continuity, we must preserve the S3 bucket path and Athena query schema during migration. |
Gotchas
What to watch for in CASEpeer migrations
Issues we've hit on past CASEpeer migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Dropbox custom folder creation fails silently for extended periods
Custom fields unavailable on the Client Intake Form
Data Sync is a daily batch export, not a live data feed
Mass texting and attachment-in-text unavailable across all tiers
| Severity | Issue |
|---|---|
| High | Dropbox custom folder creation fails silently for extended periods |
| Medium | Custom fields unavailable on the Client Intake Form |
| Medium | Data Sync is a daily batch export, not a live data feed |
| Low | Mass texting and attachment-in-text unavailable across all tiers |
Leaving CASEpeer?
Where CASEpeer customers move next
12 destinations CASEpeer can migrate to.
How a CASEpeer migration works
Four steps, CASEpeer-specific
Connect
No general open API for arbitrary integrators. Official partners (e.g., Quilia) connect via CASEpeer's API under a partner agreement; Zapier and the Advanced-tier Nightly Data Sync to S3 cover most other automation needs. Bulk firm exports are requested by email to [email protected] by a user with the Export Data Page Access permission and delivered as a zip download. into CASEpeer. Scopes limited to read-only on the data we move.
Map
We translate CASEpeer-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate CASEpeer quirks before production.
Migrate
Full migration with CASEpeer rate-limit handling. Rollback available throughout.
FAQ
CASEpeer migration FAQ
Answers to the questions buyers ask most during CASEpeer migration scoping. Not seeing yours? Book a call.
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