CASEpeer Pricing in 2026: What PI Firms Actually Pay

CASEpeer pricing is unusually easy to find for legal software. There are three published plans, each priced per active user, so you can build a realistic software budget without waiting for a sales proposal.

The harder question is which price actually applies to your firm.

Basic is $79 per user, but several features a PI operation may depend on, including intake management, two-way texting, deeper reporting, integrations, and 8am IQ, start with Pro at $119. Advanced moves to $149 for firms that need capabilities such as multi-office reporting, data sync, case grades, and API access.

CASEpeer Pricing at a Glance

CASEpeer uses one pricing unit across its standard plans: active users. The tier determines the features available to those users.

There is no mandatory setup fee or long-term contract. CASEpeer also says firms can upgrade or downgrade later, with changes prorated.

The $79 figure is therefore a genuine starting price. It should not automatically become the budget figure you use internally.

If intake, texting, reporting, or integrations matter to daily operations, your practical starting point may already be $119 per active user.

What You Get With Each CASEpeer Plan

The plans are cumulative. Pro builds on Basic, while Advanced adds another layer for firms with broader reporting and system requirements.

Basic costs $79 per user per month

Basic covers the core work of running personal injury matters inside a case-management system.

Published features include:

• Case and contact management: Core matter and contact records
• Task management: Work assignment and task tracking
• Client portal: A client-facing communication and information channel
• Automated statute alerts: Deadline tracking for statutes
• Medical treatment tracking: Treatment information connected to the matter
• Case expense tracking: Matter-level expense records
• Client trust tracking: Trust-related information
• Calendaring: Firm and matter scheduling
• Unlimited document storage: Cloud document storage without a storage-based plan limit

Basic makes the most sense when your requirement is primarily case organization and matter administration.

Its limits become important once the system also needs to run intake, two-way client texting, deeper reporting, or a wider integration stack. Those capabilities sit higher in the pricing ladder.

Pro costs $119 per user per month

Pro adds $40 per user per month over Basic.

For many firms, that $40 is the more important number than the $119 headline price because it buys a different operating scope.

Pro adds features including:

• Client intake management: Intake workflows inside CASEpeer
• Two-way texting: Unlimited two-way texting, including images
• Case stage management: Additional views for managing case progress
• Litigation event plans: Structured litigation-event workflows
• Reporting: High-value case, medical request, firm productivity, and 50+ additional reports
• Integrations: Access to 20+ listed integrations
• 8am IQ: AI-assisted writing capabilities

CASEpeer labels Pro its most popular plan on the current pricing page.

For a PI firm that wants the CMS to cover more than matter storage, Pro is the tier to scrutinize first.

Advanced costs $149 per user per month

Advanced adds another $30 per user over Pro.

The additional cost is primarily tied to reporting, data access, and larger-firm administration.

Current Advanced capabilities include:

• Scheduled texts: Text communication can be scheduled
• Data sync: Additional data access for reporting
• Multi-office reporting: Reporting across multiple firm locations
• Intake portal: Additional intake functionality
• Case grades: Case grading capabilities
• API access: Additional options for connecting CASEpeer with the firm's technology stack

Capterra's current pricing profile also lists the Intake Investigator Portal, case grades, and API access under Advanced.

A small PI firm is unlikely to justify Advanced simply because it is the highest tier. The extra $30 per employee has to correspond to a reporting, integration, or multi-office requirement your firm will actually use.

CASEpeer Cost Rises Quickly With Headcount

Per-user pricing is easy to understand and equally easy to underestimate.

The difference between $79 and $119 is only $40 when you look at one user. Across 20 active accounts, that becomes $800 every month.

Here is the same pricing applied to common team sizes:

Annualizing the same numbers makes the tier decision clearer:

These are calculations from the published monthly rates, not CASEpeer quotes.

They also assume the selected plan applies to the active users being modeled. CASEpeer's public pricing materials do not clearly document whether one account can mix different subscription tiers across individual users, so do not build a mixed-tier budget until sales confirms that configuration.

For a 20-user firm, the difference between Basic and Pro is $9,600 a year. The difference between Pro and Advanced is another $7,200.

That is why "Which features will we actually use?" is the better budgeting question.

Add-Ons Can Change the First-Year CASEpeer Cost

The subscription table does not represent every possible CASEpeer expense.

CASEpeer currently lists e-signature as an add-on. Guided implementation and data migration are also identified as optional services in its pricing materials. Public dollar amounts for those items are not shown.

That creates an important distinction:

No setup fee does not mean every implementation-related service is included at no charge.

Before you approve a CASEpeer budget, ask sales to itemize:

1. Subscription: Tier multiplied by active users

2. E-signature: Whether your expected usage creates a separate charge

3. Data migration: Cost of moving matters, contacts, documents, and other historical information

4. Guided implementation: Whether your rollout requires optional implementation services

5. Integration work: Whether any systems in your stack require additional configuration or third-party costs

6. Future headcount: Expected users six or 12 months after launch

That gives finance a more realistic total-cost and ROI model, rather than a software-license estimate that ignores implementation effort, tool consolidation, and operational value.

Is CASEpeer Worth the Price?

CASEpeer's value proposition is fairly specific: It is purpose-built for personal injury rather than a general practice-management platform that a PI firm has to configure around its own workflow.

That means features such as medical treatment tracking, lien and LOP tracking, settlement calculations, case expenses, case grades, intake, and PI-oriented reporting already exist within the product.

Users on G2 and Capterra frequently praise organization, ease of use, training, and having PI case information in one system. Some reviewers mention limited customization, occasional slowdowns, document-management friction, and pricing becoming harder to justify as user count rises.

That points to a straightforward fit test.

CASEpeer is easier to justify when:

• Your practice is heavily PI-focused: You will actually use the medical, lien, treatment, settlement, and case-stage workflows
• Your team values faster adoption: A more structured PI product can require less configuration than a highly customizable platform
• Pro features replace other tools: Intake, texting, reports, integrations, or AI reduce separate software requirements
• Your reporting needs match the tier: You are paying for reports staff and leadership will use

The price becomes harder to defend when the firm buys Advanced for capabilities it rarely touches or gives every employee an account without examining who genuinely needs system access.

CASEpeer Pricing Covers the Case System, Not the Whole PI Operation

A case-management system and a call-operation system solve different parts of the firm's workload.

CASEpeer organizes matters, treatment, expenses, intake information, documents, reporting, and client communication inside the system.

Your firm still has operational work happening outside that interface. Clients call. Providers need follow-up. Insurance carriers need information. Records departments put staff on hold. Someone has to capture what happened and make sure the next action reaches the matter.

That distinction becomes important when you calculate the total technology budget.

The subscription price tells you what your case-management system costs. It does not tell you what the calls surrounding those cases cost your team.

Our breakdown of CMS write-back explains why the useful question is what happens to call information after the conversation ends. The top AI tools for PI firms also show why call operations, case management, medical records, drafting, and research belong to different software categories.

HelloCounsel sits in the call-operation category. Its AI voice agents handle supported inbound and outbound plaintiff-firm workflows rather than replacing the firm's case-management system.

The pricing models therefore answer different questions:

For CASEpeer users specifically, confirm the current CMS integration path during evaluation rather than assuming write-back is already live for your configuration. Smart Advocate remains the only HelloCounsel CMS integration currently approved for us to describe as live in publication.

If phone work is becoming a second administrative system around your CMS, the HelloCounsel product shows the inbound and outbound workflows worth mapping separately.

Which CASEpeer Plan Makes Sense for Your Firm?

Choosing a CASEpeer tier is easier when you start with the capabilities that would force an upgrade.

A useful buying exercise is to list the five CASEpeer features your team expects to use every week.

If three of them sit in Pro, budget Pro.

If the only Advanced feature anybody can name is "it gives us everything," stay with Pro until a concrete requirement appears.

The published pricing gives you the flexibility to move later because CASEpeer allows tier changes and prorates the adjustment.

CASEpeer Pricing Is Simple, but the Wrong Tier Still Gets Expensive

CASEpeer pricing in 2026 is straightforward: $79 per active user for Basic, $119 for Pro, and $149 for Advanced.

The budgeting mistake is stopping at the subscription number.

A 10-user firm moves from $9,480 a year on Basic to $14,280 on Pro. At 20 users, Pro costs $28,560 annually before optional services. For a larger PI firm, that increase may be immaterial if the higher tier replaces other tools, reduces manual work, improves reporting, or supports workflows the team uses every day.

That is the more useful way to look at cost versus value.

A higher-priced tier can still produce the better return when it:

• Replaces separate software: Intake, texting, reporting, integrations, or AI functionality may reduce spend elsewhere in the stack.
• Reduces administrative work: Better workflow coverage can cut duplicate entry, manual reporting, and handoffs between systems.
• Improves management visibility: Reporting, data sync, and multi-office capabilities can help leadership make faster operational decisions.
• Supports growth without adding equivalent overhead: The relevant question is whether the system helps the firm handle more matters, users, or locations without adding the same amount of administrative complexity.
• Fits the firm's existing technology stack: Integration and implementation value matter as much as license cost if the system reduces rework between tools.

So the decision should not be, “Which CASEpeer plan is cheapest?”

It should be:

Which tier creates enough operational value to justify the incremental spend?

Build that answer from your active user count, the tier-specific features your firm will actually use, optional migration and implementation requirements, the tools CASEpeer may replace, and the staff time or workflow friction those features can remove.

The same logic applies to the rest of the firm's software stack. A lower monthly price is not automatically better if the cheaper tool leaves more work with your staff.

If your next question is what happens to the phone work surrounding those CASEpeer matters, evaluate that workflow separately. The legal intake answering-service guide is a useful starting point if you are still comparing human reception with automation.

For firms looking beyond reception toward inbound and outbound call operations, HelloCounsel should also be evaluated on ROI rather than line-item cost alone. The relevant comparison is how much repetitive phone work the system can complete, how much manual documentation and follow-up it removes, and whether those savings justify the additional software spend.

Book a demo

Frequently Asked Questions

How much does CASEpeer cost in 2026?

CASEpeer Basic costs $79 per active user per month, Pro costs $119, and Advanced costs $149. Your monthly bill therefore depends on both the plan and the number of active users.

Does CASEpeer charge a setup fee?

CASEpeer says there is no mandatory setup fee. Guided implementation and data migration are listed as optional services, so ask for those costs separately when budgeting a rollout.

Does CASEpeer require a long-term contract?

No long-term contract is required according to CASEpeer's current pricing materials. Firms can also upgrade or downgrade their tier later, with changes prorated.

What does CASEpeer Pro cost for 10 users?

At the published $119 per-user monthly rate, 10 Pro users cost $1,190 per month or $14,280 per year before optional services or add-ons.

Which CASEpeer plan includes AI?

8am IQ legal AI is included from the Pro tier upward. Basic does not include it in the current published plan description.

Does CASEpeer charge extra for e-signature?

CASEpeer currently lists e-signature as an add-on rather than a standard included feature. The public pricing page does not display its dollar price, so confirm the current charge with CASEpeer.

Is CASEpeer good for personal injury firms?

CASEpeer is specifically designed around personal injury case management. Its fit is strongest when your team will use PI-specific treatment, lien, settlement, intake, reporting, and workflow features rather than requiring a broader general-practice platform.