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CASEpeer & Quickbooks Online: Advancing Law Firm Accounting

CASEpeer offers a case management solution that provides law firm CPAs with a complete law firm accounting package that allows them to routinely maintain and monitor their law firm bookkeeping & tax planning tasks.

An essential part of law firm tax planning is monitoring and auditing settlements and disbursements. CASEPeers streamlines these processes while at the same time eliminating the clunkiness often associated with other ERP platforms. Using the platform, you can settle liens with healthcare providers and create the crucial documents needed to receive payments for your clients. The accounting features of the software also allow you to manage case costs, manage trust accounts, and manage settlements.

Many law firm accountants benefit from features like:

  • Customizable case plans

  • Intake management

  • Settlement tools

  • Lien reductions

  • Campaign tracking

  • Litigation reports

It is vital to diligently document everything that goes on with each case you handle. Special attention should be given to the documentation of the financial transactions associated with your cases. CASEpeer helps you with this by automatically documenting modifications and changes to your records. This feature allows law firm accountants to trace their case’s financial history back to the beginning. This knowledge will help you during the financial audit of your business.

This powerful law firm bookkeeping tool will give you access to case management features that allow them to:

  • Monitor insurance information

  • Monitor incident details

  • Attach priorities to payments

Receive Alerts For Upcoming/Completed Accounting Tasks

CASEpeer offers top-of-the-line search functionality and multiple data points. These features allow you to pick up a case from where it was left off and know exactly what’s happening with it. CASEpeer allows you to assign tasks directly to your colleagues. It enables them to identify jobs with high priority, preventing important financial decisions that affect the law firm and its clients from falling through the cracks. Working with CASEpeer almost feels like having an additional teammate. Your accounting department productivity is optimized, and your case management simplified.

CASEpeer Works Well With QuickBooks Online

CASEpeer features integrate smoothly with QuickBooks Online. This integration allows you to monitor costs throughout each case. With it, you can export reports and streamline cost requests.

To integrate QuickBooks with CASEpeers, you start by activating your QuickBooks account. Proceed to configure QuickBooks to allow you to select a new default category for costs sent to the platform. This process is preferably carried out by a firm administrator or someone who has access to the administration setting page.

  1. On the upper right side of the screen, inside of the CASEpeer platform, click the gear icon.

  2. Choose “account settings” in the drop-down menu.

  3. Scroll down until you find integrations.

  4. Once you find QuickBooks Online, select the configure button.

  5. You will see a pop-up window. Here you can choose the default category for the costs sent to QuickBooks. This is something you can adjust again later.

  6. Click “submit.”

Benefiting From Law Firm CFO Advisory Services

Our experienced team of law firm financial advisers here at Fusion CPA offer high-level law firm CFO advisory service. These services include helping our clients become more familiar with the accounting platforms, such as CASEpeer, that they use. Our law firm accounting services help clients get a clearer picture of their financial health, allowing them to make better financial decisions in the future. We look forward to working with you. You can learn more about our services by clicking the button below to schedule a complimentary discovery call today!

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This blog article is not intended to be the rendering of legal, accounting, tax advice or other professional services. Articles are based on current or proposed tax rules at the time they are written and older posts are not updated for tax rule changes. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.