CASEpeer vs Halcyon Death Care Management Solutions: Which is a better fit?

Margie: Hi, I'm Margie. I'm a paralegal at Mark Thomas, injury lawyer, and I would rate CASEpeer a five out of five. We were using Case Wizard before we started with CASEpeer, but it just lacked so many things that CASEpeer has. There was no client accessibility, there was no merge of documents, and the ease of use with this software versus the other software is hills and valleys difference. So, much easier to use for both us and our clients. We tried other softwares before this one and they worked well enough. But again, it's all about the ease of access. Not only just for us, both myself and the attorney that I work with, but the abilities to merge things easily and create documents without having to recreate the wheel and the price. It all worked out because like I said, we tried MyCase and Clio and Filevine and all these other things. And when we put them in a comparison thing, this one just stood above. So getting started with CASEpeer was actually one of the most easy things I've ever done. They took all the information they had from the other software we were using and transferred it over into CASEpeer. And then every new case that I wanted to enter in, you just hit the plus button. I mean, easy. They did some online training with me where we shared the screen and did that, and then I had a fellow on the phone walking me through these things. So I had great training on how to use it. Plus we'd already been sampling it, trying to see how we liked it to begin with. So I had a good foundation from that, and so it worked out well for us. And then there's constant all the time getting notifications about all the upgrades and new things that are being offered through it. And then there'll be a little, I don't know what you call it, a meeting, a scheduling, a thing where we can go on and look at as they introduce each new thing that's offered for us. So I'm never left behind so that I end up just using it as a place to store the address and phone number for my client. It's always able to be used. And if I ever find myself, which I sometimes do, why I'm struggling to figure out something because I make it more complicated than it is, then I just scroll to the bottom of the page and it says help center. And I click on that, and I can ask you just type in whatever it is. And there's multiple different ways that they can make me understand very easily how to do it. Either a step-by-step instruction list, or sometimes even a video. And if I have any questions about anything, I just make a phone call or click right on the chat with us. And it's handled. So we use CASEpeer because of how it fits our firm as opposed to how our firm would have to fit into it because I have friends that work in other offices and they use different kinds of software. They use Filevine or Clio or MyCase, and they do different types of law. So even though they market to use saying, "Oh, we do job with it." No they don't. They handle every case pretty much the same way was my experience with it. I have a friend who uses MyCase, she's family law and it fits her perfectly. But it didn't fit me in the types of practice that we have, which is personal entry workers' compensation. Which in itself seems like it should be fairly easy, but there's a difference in a personal injury case where you're in an auto accident versus where something happened to you out in someone's yard or if there's a medical malpractice case. There's so many different genres that it needs to fit that, and this software does that for us and the others didn't. And I don't have any complaints about it, which for me is a huge deal because again, there's nothing that I can't find out quickly how to do it. Either with a phone call, a chat message, or the help thing on the bottom, it will tell me very quickly how to do something. And if I can't figure it out, then the next thing I know, I've got someone logging on to show me exactly what button I forgot to push, which is usually turns out it's the simplest thing that I've complicated. So for me, I have found this to be very fulfilling for our practice areas. And so anytime somebody's looking at something, I mean really, make sure that you're testing it out because CASEpeer is all that we need and more. And again, the biggest thing for me is that it works for our firm. Our firm doesn't work for it. We don't have to do extra work to make it fit us.