Best when: A preconfigured PI platform with treatment, liens, settlements, reporting, payments, and rapid onboarding is the priority
Officially described capability: CASEpeer describes PI-specific case stages, medical treatment, providers, records, liens, settlements, reporting, payments, client experience, and integrations
Source: casepeer.com, checked September 28, 2026
Best when: The firm wants highly configurable PI workflows, document management, communication, and a large integration surface
Officially described capability: Filevine describes customizable PI case types, intake, medical-record and insurance workflows, documents, two-way communication, and more than 2,000 potential integrations
Source: filevine.com, checked September 28, 2026