For PI firms holding a CasePeer quote or renewal

CasePeer Alternatives and CasePeer Competitors for PI Firms

CasePeer is a per user case management system, and the question behind most searches here is whether to replace it or keep it and add something. The real CasePeer alternatives are other case management platforms. The one thing they rarely do well is read a 2,000 page medical record set, and that part is cheaper to fix without a migration.

CasePeer prices below were read on its own pricing page. Prices for other vendors are labeled as printed or reported.

Test the reading side on one real claim before you migrate anything

Upload the medical records, bills and police report for a claim and ask for the treatment timeline, gaps and billed totals. Every answer names the document and page. 25 pages, no card.

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What are the best CasePeer alternatives?

The most common CasePeer alternatives are Filevine, SmartAdvocate, Clio and Smokeball, all full case management systems. CasePeer lists $90, $130 and $160 per user a month for Basic, Pro and Advanced, so a ten person firm pays $10,800 to $19,200 a year. Most rivals cost the same or more once AI and implementation are added.

If you like CasePeer's workflow but lose days reading records, you may not need to switch. CaseClerk reads the whole file with page cites for $99 to $998 a month per account, and sits next to whatever case management you run.

Paralegal at a personal injury firm reviewing a stack of medical records and bills next to a laptop

$90: CasePeer Basic per user a month, per its pricing page
$160: CasePeer Advanced per user a month
$10,800: Yearly CasePeer Basic licenses for 10 users
$99: CaseClerk Solo a month for the account, 2,500 pages

What to check before you replace CasePeer

Per user versus per account: CasePeer, Filevine, SmartAdvocate and Smokeball bill per user, so cost climbs with every paralegal you add. CaseClerk bills per account, which suits a small firm where several people read the same files.
The cost of moving: Case data, documents, templates and trained staff do not migrate for free. Filevine and SmartAdvocate implementations are reported at thousands of dollars. Count that before you count the license difference.
What the AI actually does: CasePeer ties AI writing assistance to Pro. Writing help is not the same as reading 3,000 pages of records and showing where a prior injury or treatment gap sits. Ask each vendor which one it does.
Cites you can check fast: Each statement about dates, providers or bills should point to the page it came from, so a case manager confirms it in seconds.
Scans and huge record sets: Records arrive as faxed scans and portal exports. CaseClerk reads up to 1,000 files per case in 20 formats, scanned PDFs and TIFF included.
Security in writing: Ask for SOC 2, retention terms, whether your files train a model and whether a BAA is signed. Get the answers in writing before records are uploaded.

How to decide in one afternoon

1
Name the slow part

Is it intake, billing, calendaring or reading records? Case management fixes the first three. Reading is a separate job.
2
Run one closed claim through CaseClerk

Upload records, bills and adjuster letters. Ask for the treatment timeline, gaps over 30 days, billed totals by provider and any prior injury to the same body part.
3
Open every cited page

Check the source behind each answer and time it against how long your team took on that file.
4
Price the two routes

Keep CasePeer and add a $99 to $249 reader, or get quotes from Filevine and SmartAdvocate and add migration cost. Compare the yearly totals.

CasePeer and CaseClerk, honestly compared

CasePeer runs your whole PI practice and does far more than CaseClerk. This table is for deciding which job you are buying.

	CasePeer	CaseClerk
Published price	$90, $130 or $160 per user a month	$99, $249, $499 or $998 a month per account
What it is	Case management with intake, texting, reports, medical tracking	AI reader for case documents with page cites
Case and contact management	Yes, its core product	No. Use it next to your system
Medical treatment tracking	Yes, entered and tracked in the system	Ask for the timeline from the records, each entry cites its page
AI	8am IQ Legal AI with writing assistance on Pro and Advanced	Questions across up to 1,000 files per case, every answer cited
How you start	Demo or sales contact	Self-serve trial, 25 pages, up to 5 files, no card

CasePeer features and prices are from its own pricing page. Many listings still show an older $79 starting price.

Which PI firms add a reader instead of switching

Firms happy with CasePeer but slow on records

Keep the workflow your staff knows. Add Solo at $99 or Professional at $249 so case managers stop rereading charts.

Firms facing a renewal at ten or more seats

At $90 to $160 a seat the license is a real number. Compare it with moving cost and a flat reader before you sign.

Solo PI attorneys without case management

If you run on spreadsheets, a full platform may be right. If the pain is records, start with the reader and decide on a platform later.

Defense counsel answering demands

Load the demand package and the records behind it and ask which claimed treatment has no supporting record.

CasePeer alternatives and what each one prints

We read vendor sites where possible. Most case management vendors route you to a demo, so third party figures are labeled as reported.

Alternative	What it sells	Price	How you start
Clio	Practice management, intake, billing, with a separate AI product (Clio Work, reported $199 per user a month, unconfirmed)	Clio prints plan prices per user, the AI is extra	Free trial or demo
Filevine	Plaintiff case management with modules for intake, depositions and its LOIS AI	None. Reported $49 to $87 per user at entry, $100 to $150 with AI	Demo
SmartAdvocate	PI and mass tort case management with workflow automation	None. Listings show about $109 per user a month, implementation extra	Demo or phone call
Smokeball	Matter management with document automation and Archie AI	None for the US. Listings show $49 and $89 per user for entry plans	Demo or trial
CaseClerk	AI that reads the records, bills and letters in a claim and cites every answer. Not case management	$99, $249, $499 or $998 a month per account	Self-serve, 25 pages, no card

For deeper numbers see our CasePeer pricing breakdown, Filevine pricing and SmartAdvocate pricing.

CasePeer alternatives questions from PI firms

What are the best alternatives to CasePeer?

Filevine, SmartAdvocate, Clio and Smokeball are the usual full replacements. They are case management systems priced per user, mostly by quote. If your real bottleneck is reading medical records, CaseClerk adds page cited answers from $99 a month without a migration.

How much does CasePeer cost?

CasePeer lists $90 per user per month on Basic, $130 on Pro and $160 on Advanced, with no long term contract. A ten person firm pays $10,800 to $19,200 a year in licenses. Older listings showing $79 are out of date.

Is there a cheaper alternative to CasePeer?

For case management, cost depends on seats and add-ons, and rivals rarely beat CasePeer by much. For the reading job, CaseClerk is a flat $99 to $998 a month per account, which can replace hours of manual chart review without replacing your system.

Does CasePeer have AI?

Yes. CasePeer's pricing page lists 8am IQ Legal AI with AI writing assistance on Pro and Advanced. It does not describe reading whole record sets with page cites, which is the job CaseClerk handles.

Can CaseClerk replace CasePeer?

No. CaseClerk has no case or contact management, calendaring, billing or intake. It reads records, bills and letters and cites every answer, so it works beside CasePeer or any other system.

Can I try CaseClerk before paying?

Yes. Sign up and test 25 pages and up to 5 files with no card. Use one closed claim and check each cited page.

See what the reading part costs before the CasePeer renewal

Upload one real claim, ask the questions your demand depends on, and check the page behind each answer. 25 pages, no card, plans from $99 a month.

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Keep reading

CasePeer pricing

Basic, Pro and Advanced priced for 3 to 20 users.

Filevine pricing

What Filevine is reported to cost and what is quoted.

SmartAdvocate pricing

Reported per user cost and implementation.

Smokeball pricing

Plans, reported prices and the AI add-on.

EvenUp alternatives

Demand platforms compared with printed prices.

AI for personal injury lawyers

Which AI jobs pay off in a PI practice.