Software Capabilities
Deep working experience across the case management platforms personal injury firms run on - not just the screens, but the integration, limitations, and practical accounting impact.
We have worked with CASEpeer on the trust accounting side of personal injury files - the Settlement, Cost Tracking, and Client Trust Tracking tabs that actually drive a disbursement, not just the case management layer around them. A firm here runs CASEpeer's own native cost and trust tracking alongside Soluno, now rebranded Actionstep Legal Accounting after Actionstep's acquisition of Soluno, as a connected accounting system.
Integration with Actionstep Legal Accounting
CASEpeer and Actionstep Legal Accounting work well together, and unlike most integrations we work with, this connection runs in both directions rather than a strict one-way sync, so the two stay in continuous contact with each other. Creating a new case in CASEpeer automatically creates a corresponding case file in Actionstep, and a trust transaction sits on the same case record as the Settlement and Cost Tracking tabs, not in a second system that needs cross-checking on its own. The built-in check-and-balance blocks a disbursement check from being written for more than what's actually available in a client's trust account before it goes out.
We have seen firms benefit from this close fit between case data and accounting, since a settlement deposit or lien disbursement never needs to be re-entered anywhere. Our role is to make sure the trust and payment workflows are set up correctly on a firm's actual case data, so the check writing and accounting process stays clean.
There are a few practical details in the CASEpeer-Actionstep workflow. Our role is to identify these issues early, review the data, and make sure the check-writing and accounting process remains clean.
Every matter carries the full incident picture together: client detail, defendant information, medical treatment history, injuries, health insurance detail, and incident specifics, all tied to the same case record before any settlement or trust activity gets entered against it.
Case costs get tracked and categorized by type, and lien exposure gets split out by category, attorney liens and miscellaneous liens tracked separately rather than lumped into one figure, since each carries a different resolution path and a different effect on the final disbursement number.
Negotiations with third parties and lienholders get tracked directly on the matter, with final lien amounts and disbursement readiness confirmed before anything moves to the connected accounting system, and settlement advances, funds released to a client ahead of final resolution, get tracked explicitly as their own category, since an advance that isn't properly reconciled against the eventual settlement is exactly where a client ledger can go negative without anyone noticing until much later.
Running trust visibility at the matter level gets treated as a working view rather than the compliance record of truth, which lives in the connected accounting system once case data is properly synced.
A disbursement check gets blocked automatically before it goes out if it would exceed what's actually available in a client's trust account, a built-in safeguard rather than something caught after the fact.
Attorney email matching, time-recording settings, and cost activity code configuration all get verified carefully, since a gap in any one of these, particularly around how a settlement advance or a lien category maps to the right ledger account, is the most common reason a cost or trust balance doesn't carry across properly.
Client ledger reports, trust balances, and disbursement history all get pulled once that sync is confirmed clean, giving an audit-ready record without reconstructing it after the fact.
Why This Matters
In PI accounting, CASEpeer and Actionstep Legal Accounting should not be treated as separate systems. CASEpeer carries the case information, settlement detail, and lien tracking. Actionstep Legal Accounting carries the accounting records, trust liability, client ledger, and compliance reporting.
If both systems do not match properly, issues can appear in:
Our role is to keep the CASEpeer workflow, whichever accounting system sits behind it, reviewed, connected, and accurate, so the firm can rely on clean accounting records.