CasePeer to PracticePanther
Firms make this move when injury work is no longer the practice and hourly billing has become the priority. We migrate cases, clients and documents into PracticePanther matters, preserve treatment and negotiation history as filed exports, and set your billing up properly.
This is a practice change rather than a software complaint. A firm whose injury volume has dropped, or that has moved into family, criminal or small business work, needs invoices and a trust ledger more than it needs treatment tracking. CasePeer does not bill hourly work well, so at some point the tool stops matching the revenue.
PracticePanther is straightforward about the things that now matter. Time entry takes seconds, invoices are easy to produce and send, trust and operating ledgers are built in, and a small office can run the whole system without an administrator. Staff coming from CasePeer generally find it familiar in weight, if not in purpose.
The plaintiff features do not come with you. Providers, treatment records, negotiation history, liens and settlement statements have no destination, and the injury reporting goes away entirely. If you still have files in treatment or negotiation, keep them in CasePeer until they close rather than finishing them in a billing system.
CasePeer
A cloud personal injury case management system with an opinionated workflow that most PI firms can adopt quickly.
- Purpose-built PI workflow out of the box
- Treatment and provider tracking included
- Negotiation, settlement and lien tracking
- Clean interface that staff adopt quickly
- Useful standard reporting with little setup
- Far less configurable than Filevine
- Limited hourly billing and trust accounting
- Not aimed at general practice matters
- Fewer integrations than Clio
PracticePanther
A cloud practice management system aimed at solo and small general practice firms that bill for their time.
- Quick to learn and roll out
- Straightforward time entry and invoicing
- Built-in trust and operating ledgers
- Intake forms and integrated payments
- Zapier and a documented API for light automation
- Light on phase-driven litigation workflow
- No native medical treatment tracking
- Reporting is thin for high-volume caseloads
- Document automation is basic
What moves, and where it lands
How CasePeer records map to PracticePanther. Every row is reviewed with your team before anything is imported.
| CasePeer | PracticePanther | Note |
|---|---|---|
| Cases | →Matters | Keep the CasePeer case number in a PracticePanther field for continuity. |
| Clients and Contacts | →Contacts and Companies | CasePeer contact types flatten into general contacts and companies. |
| Documents | →Documents | Usually the largest task; CasePeer holds substantial medical record volume. |
| Case Notes | →Notes | Migrate human notes with author and date; skip system-generated entries. |
| Tasks | →Tasks | Open tasks only, reassigned to current staff rather than CasePeer roles. |
| Calendar | →Events | Future events plus statute dates, each verified against the file. |
| Costs | →Expenses | Map cost types onto expense categories to keep any cost reporting. |
| Providers, Treatments and Negotiations | →Exported summaries filed as documents | No destination fields exist, so preserve the detail as PDFs per matter. |
| Settlements and Liens | →Notes and filed exports | Keep closed settlement math as a document; nothing recalculates afterwards. |
What to watch for
- Everything that makes CasePeer an injury system has no PracticePanther equivalent. Providers, treatments, negotiations, liens and settlement statements need an agreed preservation format, normally a per-case PDF export filed on the matter, decided before the cutover rather than during it.
- Cost data is the one financial piece worth mapping carefully. CasePeer cost types carry meaning for settlement math, so map them onto PracticePanther expense categories instead of loading everything as a generic expense you can no longer report on.
- Trust accounting is a new build. CasePeer tracks settlement funds at case level while PracticePanther runs actual trust and operating ledgers, so your bookkeeper needs to set up accounts and reconcile opening balances to the bank. That is setup work, not a data load.
- Statute of limitations dates lose their safety net. CasePeer is designed to prompt on injury deadlines, and PracticePanther will hold the date as an event without managing it the same way, so anyone still handling injury files needs a manual docketing routine from day one.
- Do not migrate open injury cases that are in treatment or negotiation. Those files are far cheaper to finish in CasePeer, and moving them mid-stream creates real risk around liens and demand deadlines.
- Check what reporting your partners rely on. CasePeer answers injury questions out of the box and PracticePanther will not answer most of them at all, so make that list before you commit to the move.
Four to seven weeks in most firms. Document extraction is the bulk of the work, with the rest going on cost mapping, preserving the injury data that cannot migrate, and setting up billing and trust. If open injury files still exist, plan the cutover around their resolution rather than forcing them across.
Questions about this move
Can we still handle the occasional injury case in PracticePanther?
What happens to our settlement records?
How much better is PracticePanther at billing?
Will our documents keep their organization?
Move from CasePeer to PracticePanther.
Tell us how many matters, users, and documents are involved. We will come back with a plan, a field map, and a realistic timeline.