PracticePanther to CasePeer
CasePeer is the shortest route from PracticePanther into a real personal injury system, provided your practice is genuinely PI. We migrate your cases, clients, providers and documents into CasePeer, and give you a straight answer on what to do with hourly matters and trust.
Firms choose CasePeer over the more configurable options because they want PI workflow without a configuration project. CasePeer arrives with an opinion about how a personal injury case runs, from intake through treatment, demand, negotiation, settlement and disbursement. If that opinion matches how you work, your team can be productive in days rather than months.
Compared with PracticePanther, what you gain is specificity. Providers and treatment become real records instead of notes. Negotiation offers and counters are tracked with dates and amounts. Costs and liens have their own place, so a settlement statement is not assembled from a spreadsheet each time. Standard reporting covers the questions PI firms actually ask.
What you lose is generality. CasePeer is not built for hourly billing, trust accounting or non-PI practice areas, and it is deliberately less flexible than Filevine. If a third of your revenue is family law or estate planning, CasePeer will not replace PracticePanther, it will sit next to it. Be honest about the practice mix before committing.
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
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
What moves, and where it lands
How PracticePanther records map to CasePeer. Every row is reviewed with your team before anything is imported.
| PracticePanther | CasePeer | Note |
|---|---|---|
| Matters | →Cases | Only PI matters map cleanly; other practice areas need a decision first. |
| Contacts | →Clients and Contacts | CasePeer separates the client from other case contacts more firmly than PracticePanther. |
| Companies | →Contacts by type | Insurers, providers and employers become typed contacts rather than generic companies. |
| Documents | →Documents | CasePeer folders are simpler, so expect many PracticePanther folders mapping to few. |
| Notes | →Case Notes | Keep original author and timestamp; CasePeer notes drive the case timeline. |
| Tasks | →Tasks | Open tasks only, reassigned to CasePeer roles rather than departed users. |
| Events | →Calendar | Migrate future events plus statute dates, then verify statutes individually. |
| Expenses | →Costs | Map to CasePeer cost types so settlement statements calculate correctly. |
| Invoices and Time Entries | →Archive | Usually archived as reports or PDFs rather than migrated into CasePeer. |
What to watch for
- Practice mix is the real decision, not the data. CasePeer is a PI system, so family, criminal or transactional work either stays in PracticePanther, closes out there, or moves somewhere else. Settle this before you price the migration.
- PracticePanther trust and operating ledgers do not have a full home in CasePeer. Plan on your accounting system holding trust, with CasePeer tracking settlement funds, costs and liens at case level.
- As with any move from a general system into a PI system, you will have no provider or treatment records to migrate. For open cases someone has to build those from the medical records and bills already in the file, and that work deserves its own line in the scope.
- CasePeer cost types drive settlement statement math. If you load PracticePanther expenses as one generic type, every disbursement calculation afterwards needs manual correction, so map cost categories properly during the load.
- CasePeer is less configurable by design. Any PracticePanther custom field without a CasePeer equivalent goes into a note, a general field, or nowhere. Work out which of those fields you genuinely use before assuming they all need a destination.
- Statute of limitations and other hard deadlines have to be verified case by case. Importing dates from structured PracticePanther fields is fine, but anything sourced from note text needs a human to confirm it before go live.
Four to eight weeks is typical for a small or mid-size PI firm. The load is usually quick because CasePeer has fewer configuration decisions, so most of the time goes on data cleanup, document volume and deciding what happens to non-PI matters. Firms with a few hundred open cases and reasonable data hygiene sit at the short end of that range.
Questions about this move
We do PI and some family law. Can CasePeer handle both?
What about trust accounting?
Is CasePeer or Filevine the better move from PracticePanther?
Do we migrate closed matters?
Move from PracticePanther to CasePeer.
Tell us how many matters, users, and documents are involved. We will come back with a plan, a field map, and a realistic timeline.