Comparison
Clerkly vs CASEpeer
CASEpeer is case management software built for personal injury, and part of AffiniPay. Both products focus on PI. The difference is who does the work.
Clerkly
AI-native practice management for personal injury. The software does the work; your team approves it.
CASEpeer
Personal injury case management software, part of the AffiniPay family.
At a glance
| Topic | Clerkly | CASEpeer |
|---|---|---|
| Practice focus | Built only for personal injury. | Built for personal injury. |
| Core approach | An AI agent does the operational work; your team approves it. | A PI system of record your team works inside. |
| Medical records | Records requests with automatic follow-up and AI chronologies cited to source pages. | Tracking for medical providers, records, and bills. |
| Demand letters | Demand drafts with every fact cited, ready for attorney review. | Tools to assemble demand packages. |
| Deadlines | Proposed by the Clerk, confirmed by an attorney, with escalating alerts. | Calendaring and statute tracking. |
| Client communication | Secure, bilingual (English and Spanish) portal with plain-language updates. | Client communication tools. |
| Ownership | Independent, focused on a single product. | Part of AffiniPay, alongside other legal software and payments products. |
Where Clerkly is different
The software does the work
The Clerk chases records, builds chronologies, drafts demands, and tracks deadlines. Your team reviews and approves instead of doing every step by hand.
Every fact cited to a source page
Chronologies and demand drafts link each fact back to the page in the medical record it came from, so attorneys can verify before anything goes out.
Fewer client calls
Clients get plain-language updates in English or Spanish through a secure portal, so your case managers spend less time answering status questions.
When CASEpeer may be the better fit
We'd rather you choose the right tool than the wrong one.
- You want a mature PI case management tool that has been in production for years.
- Your firm already relies on other AffiniPay products and wants them under one vendor.
- You need a vendor with years of production history and a large existing customer base. Clerkly is available now to founding firms and opens to the public February 1, 2027.
Coming in 2027
CASEpeer importer coming in 2027
A dedicated CASEpeer importer is on our 2027 roadmap. Until then, firms can move over using spreadsheet exports, with an attorney deadline review before anything goes live.
Common questions
Can we migrate from CASEpeer?
A dedicated CASEpeer importer is coming in 2027. Today, Clerkly supports migration from spreadsheet exports, with an attorney review step for every imported deadline.
Both are built for PI. What is actually different?
In most case management tools, your team does each step and the software records it. In Clerkly, the Clerk does the operational steps (requests, follow-ups, chronologies, drafts) and your team reviews and approves.
Is Clerkly available today?
Yes. Founding PI firms in California, Nevada, Utah, and Arizona get access to the fully functional platform now. General public release is February 1, 2027.
Help shape Clerkly as a founding firm.
Founding firms in CA, NV, UT, and AZ get access to the full platform now, ahead of our February 1, 2027 public release.
CASEpeer is a trademark of its respective owner. This comparison reflects our understanding of publicly available information as of October 2026 and may not reflect recent changes. Clerkly is available now to founding firms, with general public release on February 1, 2027. Features described are available today unless marked as coming.