Case Management

    CasePeer vs Filevine

    Compare CasePeer and Filevine for personal injury law firms. PI-specific tools vs deep customization, pricing, and which fits your practice.

    Quick Comparison

    FeatureCasePeerFilevine
    PI-Specific Out of BoxYes, built-inRequires configuration
    Medical Record TrackingBuilt-inCustom fields
    Settlement CalculatorBuilt-inCustom or via integration
    CustomizationLimitedExtremely high
    Document AutomationBasicAdvanced (Outlaw)
    Implementation TimeFastLonger

    CasePeer

    Our Partner

    CasePeer is purpose-built for personal injury with demand tracking, medical record management, settlement calculators, and automated statute alerts.

    Best For: PI firms wanting out-of-the-box PI workflows with minimal setup

    Pricing: Custom pricing (typically $60+/user/month)

    Pros

    • Purpose-built for PI
    • Medical record and lien tracking
    • Settlement calculator
    • Fast onboarding for PI firms

    Cons

    • PI only
    • Less customizable than Filevine
    • Smaller ecosystem
    • Limited for complex litigation

    Filevine

    Our Partner

    Filevine is a highly customizable case management platform popular with mid-size to large PI firms. It can be configured for any workflow with custom phases, fields, and automations.

    Best For: Larger PI firms needing deep customization and advanced automation

    Pricing: Custom pricing (typically $50+/user/month)

    Pros

    • Extremely customizable for any PI workflow
    • Advanced document automation (Outlaw)
    • Scales well for large firms
    • Strong task and deadline management

    Cons

    • Steeper learning curve
    • Longer implementation time
    • PI features require custom setup
    • More expensive at scale

    Detailed Breakdown

    CasePeer and Filevine are the two most frequently compared platforms among personal injury law firms, and the comparison reveals a fundamental trade-off between ready-to-use specialization and configurable power.

    CasePeer, part of the AffiniPay family, delivers PI-specific tools that work immediately out of the box with minimal configuration. Medical provider tracking with treatment timeline visualization, lien management with automatic balance calculations, settlement demand generation with multiplier analysis, statute of limitations alerts, and case pipeline reporting by phase are all built into the platform from day one. A new PI firm can sign up for CasePeer and be managing cases productively within a few days, with very little training required for staff who understand PI workflows. CasePeer's interface is clean and intuitive, designed specifically around how PI attorneys and paralegals work — the platform doesn't try to be everything to everyone, and this focus translates into a streamlined user experience. For small to mid-size PI firms (5 to 30 users) that want a platform that speaks their language immediately, CasePeer is the fastest path to productive case management.

    Filevine takes the opposite approach: instead of providing pre-built PI tools, it gives firms a highly customizable framework for designing their own case management workflows from scratch. A PI firm on Filevine can create custom phases (pre-litigation, records gathering, demand, negotiation, litigation, mediation, trial, settlement), define unique fields for each phase, build multi-step automations that trigger based on case progression, generate custom dashboards showing pipeline value by phase, and create automated task sequences that ensure nothing falls through the cracks across hundreds of active cases. Filevine's reporting and analytics capabilities are enterprise-grade: firm leadership can see real-time data on case pipeline value, average time-to-settlement, team productivity metrics, and bottleneck identification. The platform's Outlaw document automation engine generates demand letters, medical summaries, and settlement documents from case data. However, achieving this level of functionality requires significant upfront investment: professional configuration (typically $10,000-25,000+), multi-week implementation timelines, and ongoing optimization as the firm refines its workflows.

    The decision framework is straightforward: small to mid-size PI firms that want to be operational quickly should choose CasePeer. Larger PI firms with high case volumes, established processes they want to codify, and the resources to invest in implementation should choose Filevine. The crossover point is typically around 20-30 users, where Filevine's customization advantages begin to outweigh CasePeer's speed-to-value.

    Key Differences

    Out-of-Box vs Custom

    CasePeer gives you PI workflows immediately. Filevine gives you the tools to build anything, but requires more setup time.

    Firm Size

    CasePeer works well for small to mid-size PI firms. Filevine scales better for larger firms with complex, multi-phase litigation.

    Document Automation

    Filevine's Outlaw document engine is significantly more powerful for generating demand letters, settlement documents, and correspondence.

    Pricing Deep Dive

    CasePeer uses custom pricing that typically starts around $60-75 per user per month with all PI tools included immediately. Filevine's pricing is also quote-based, typically starting at $65-75 per user per month, but the implementation investment adds significantly to first-year costs: professional configuration fees of $10,000-25,000+ are common for PI-specific workflow builds.

    For a 10-attorney PI firm over the first year, CasePeer's total cost might be approximately $9,000-$10,800 ($75/user × 10 users × 12 months) with minimal setup fees. Filevine's total first-year cost might be $24,000-$34,000 ($75/user × 10 users × 12 months = $9,000 plus $15,000-$25,000 in implementation). The gap narrows significantly in subsequent years once Filevine's implementation costs are amortized. For firms that will leverage Filevine's customization to improve case outcomes and operational efficiency, the additional investment can deliver strong multi-year ROI through faster settlements, better pipeline management, and reduced administrative overhead.

    When We Recommend Each

    CasePeer

    Excels At: PI firms wanting out-of-the-box PI workflows with minimal setup

    We typically recommend CasePeer for firms that prioritize purpose-built for pi and medical record and lien tracking.

    Filevine

    Excels At: Larger PI firms needing deep customization and advanced automation

    We typically recommend Filevine for firms that prioritize extremely customizable for any pi workflow and advanced document automation (outlaw).

    Migration Considerations

    Big Mode Consulting handles CasePeer-to-Filevine migrations as a two-phase project. First, we design the optimal Filevine configuration for the firm's specific PI workflow — defining phases, custom fields, automations, document templates, and reporting dashboards. Then we migrate historical data from CasePeer: contacts, case records, medical provider information, lien data, settlement demand history, statute of limitations dates, and documents.

    The most critical aspect of this migration is ensuring continuity of PI-specific data. Medical treatment timelines, lien balances, and demand calculations must transfer accurately to maintain case management integrity across all active matters. We validate every active case after migration and run the two systems in parallel for a transition period to catch any discrepancies. The reverse migration — Filevine to CasePeer — involves simplifying the data structure and is typically faster. Total timeline is four to eight weeks for a full migration.

    Frequently Asked Questions

    Need Help Deciding?

    We help law firms evaluate, implement, and migrate between platforms every week. Book a free consultation and we will give you an honest recommendation.