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CasePeer

8am IQ comes down to two features on CasePeer's pricing matrix: a Writing Assistant and a Translation Assistant. They work inside notes, tasks and text messages, fixing grammar, simplifying language, shifting tone between professional, empathetic and assertive, and translating between English, Spanish and Arabic. That is a communication aid on a case management platform that stands without it, and the Basic tier has no AI at all.

CasePeer's own page for machine readers leads with case grading, treatment tracking, lien resolution, settlement distribution and reporting, with 8am IQ as one line of fourteen. Heavier AI work reaches CasePeer customers through partners, such as EvenUp, Novo and Practice AI for demand letters and Arctrieval for records retrieval. Those are other vendors' models.

The product produces no legal authority: 8am IQ rewrites and translates the user's own text, so checks on citations and good law do not apply. CasePeer's AI page says every response points back to its source so the user can check it before anything goes out. Nothing explains what a source means for a tone rewrite, how it is shown, or how a user would follow it. Terms of Service Part III says 8am IQ may produce errors, omissions or inaccuracies, that 8am does not guarantee the accuracy, completeness or reliability of any Output, and that the customer alone must check accuracy before relying on it.

Where the page and the agreement differ, the agreement governs. No accuracy figure, test set, error rate or evaluation is published.

Terms of Service Part III says 8am IQ does not give legal advice, the customer may not rely on Output in place of professional judgment or human review, and the customer alone must evaluate Output before relying on it. The IQ Usage Policy adds that all outputs should be reviewed and sources checked. The assistant proposes text in a note, task or message that the user edits and sends, so nothing reaches a client until a person sends it.

The firm's Account Owner controls whether 8am IQ is available, and the agreement tells the firm to set this in line with its own policies and professional duties. The control is on or off for the whole firm, so a firm cannot give the assistant to lawyers and withhold it from intake staff or case managers, who also draft client messages here. No threshold, confidence signal or limit by type of work is published, and what happens when the system is wrong is covered only by a disclaimer.

Three testimonials on CasePeer's pricing page name a person, role and firm: the founder of Josh Jones Law, P.A., a cofounder of Sam and Ash, LLP, and the founder of Oscar A. Garza Law. No figure is tied to a named firm, no deployment is dated, and no result is given with a basis. Review site scores are published, including G2 at 4.7 from 188 reviews and Capterra at 4.8 from 216. The AI page cites survey findings that 69 percent of legal professionals use AI and 38 percent save one to five hours a week; those describe the profession, not this product, and the page does not claim otherwise. CasePeer also publishes a case studies library.

The 8am agreement, which CasePeer's footer adopts, bars training on customer content, covering models built by 8am and by third parties. It says the models behind 8am IQ may keep IQ Content for up to thirty days and may not train on it. Access is documented at the level a firm sets up: permission groups, detailed user permissions, two factor authentication and role based access. Privilege and work product are not addressed in the agreement, the AI page, the security material or the page for machine readers, though the platform holds a contingency practice's whole case file, including medical records, treatment histories and settlement talks.

Nothing describes separation between matters or users within a firm beyond the permission model, and no retention period is stated for case content, since the agreement points to an unpublished Data Retention policy.

In documents CasePeer adopts, the platform is for legal, accounting and other client based professionals in the United States and Canada, which sets who may subscribe and where. 8am says it does not give legal advice or practice law, and customers must use the platform in line with the professional conduct rules of their profession. Unauthorized practice is banned twice, in the Terms of Service and in the IQ Usage Policy.

The policy bars practicing law without authorization or giving tailored legal advice without a qualified person reviewing it, and says the models are not tuned to give legal advice and should not be the only source of it. 8am IQ is one on or off switch for the whole firm, held by the Account Owner, with no control by role or user; intake specialists and case managers use the platform and the assistant drafts messages to clients, so a firm cannot limit it to lawyers. CasePeer's own marketing pages say nothing about professional responsibility.

The 8am IQ Usage Policy, updated 19 August 2025, names CasePeer IQ, is part of the agreement through the Terms of Service, and sets enforcement steps from a request to change up to suspension or termination. It bars use of 8am IQ for illegal activity, hateful, harassing or violent content, malware, and high risk physical or economic harm, including automated decisions on credit, jobs or public benefits. It also bars fraud, and high risk government decisions in policing, criminal justice, migration and asylum.

Three bans address bias and rights directly: no facial recognition of private individuals, no classifying people by protected characteristics, and no biometric identification. The tool terms add a no training covenant, a thirty day model retention limit, a human review requirement and a firm wide on or off control. No one is named as accountable for AI, nothing describes testing before an IQ feature ships, and no results are published.

The policy governs what the customer may do, not how 8am builds the tool. Nothing addresses whether output is even across the people a personal injury practice serves, including the clients who do not read English that the translation feature is aimed at.

On AI, the agreement says the language models behind 8am IQ may keep IQ Content for up to thirty days and will not train on it. Inputs and outputs may be reviewed by aggregated human and automated means for accuracy, safety and performance. Access control is documented item by item: encrypted connections with multifactor authentication for production access, network segmentation, unique authentication for production data, role based access, and two factor authentication for all users.

There is also a password policy, central log management with alerts, annual third party penetration testing with deadlines for fixes, and background checks on all staff. Customer data is deleted or deidentified after the retention period when a customer leaves, with export and deletion rights kept. No subprocessor list exists: the only third parties named are payment processors, and the AI providers are never identified. 8am does not commit to tell customers of a breach of its own systems; the incident clause runs the other way, requiring the customer to notify within 24 hours and leaving 8am alone to decide whether any notice is given. No retention period is stated for case content.

Total liability under the 8am agreement is capped at the net fees earned in the three months before the event. Indirect, incidental, special, consequential, exemplary and punitive damages, and loss of profits, revenue, goodwill, use and data, are excluded. Claims must be brought within one year. The platform is provided as is, with all warranties disclaimed, including that information will be accurate, complete or lawful.

The AI clause says 8am is not liable for any damages from errors in Output, reliance on Output, or any failure of 8am IQ. No indemnity runs to the customer. The only indemnity runs from the customer to 8am, and covers 8am's staff time if it must answer a subpoena about the customer's account. A certificate of insurance is listed on the trust center, available on request, with no stated scope. No service level, output warranty, data breach indemnity or insurance terms are published.

CasePeer's pricing matrix names twenty one connectors. The page for machine readers groups them: LawPay for payments; QuickBooks Online, Milestones and Lead Docket for operations; EvenUp, Novo and Practice AI for AI demand letters and case summaries; and Arctrieval for medical and billing record requests. Case Status, Hona, Kenect and RingCentral handle client messaging, calls and fax; Dropbox, Google Drive, Microsoft Word and OneDrive handle documents; and Google and Outlook calendars and Zapier complete the list.

Direction is stated for a few: Novo syncs finished documents back to case files, and Arctrieval syncs records and provider details to cases. LawPay, a sister brand, is built in for trust compliant payments. API access is a new Advanced tier feature, but no public API reference for CasePeer is published; the parent's developer portal covers its payments and referral APIs, not this product. For most connectors nothing says what moves, in which direction, or what a firm must set up, and CasePeer describes its API library as growing rather than defined.

Hosting with AWS and automated rolling backups appear in the pricing matrix, and CasePeer's FAQ says data is hosted and backed up with Amazon Web Services in a certified environment. No region is named and no residency option is offered or refused, though the platform is sold in the US and Canada under an agreement that names both. No tenancy model, shared or isolated, is described, and nothing separates where data is stored from where it is processed.

The agreement says the models behind 8am IQ may keep prompts and outputs for up to thirty days and never says where those models run. The parent's trust center at trust.8am.com is hosted by Vanta.

Two certifications are claimed specifically: SOC 2 Type 2, stated as current with the report available through the trust center, and PCI DSS v4.0.1 compliance through the built in LawPay payments, along with IOLTA trust accounting compliance. A detailed control list covers infrastructure and application access. It also covers operations, including annual third party penetration testing with deadlines for fixes and annual control self assessments, and personnel and governance, including background checks, confidentiality agreements, an annual board briefing on cyber and privacy risk, and a whistleblower channel.

The parent's agreement names 8am CasePeer expressly, and CasePeer's footer links the parent's trust center as its security page. No auditor, report period or certificate number is given. 8am says the SOC 2 report, PCI attestations, a security questionnaire and a certificate of insurance are available on request through its trust center, which is hosted by Vanta.

The tool terms say 8am IQ runs on large language models, and that those models may keep IQ Content for up to thirty days. No model, version or provider is named, nothing says where inference runs, and no commitment to notify customers of changes is published. There is no subprocessor list, and the only third parties named in the agreement are payment processors. CasePeer's AI page says there is no third party AI, while the agreement says the models 8am uses may keep content for thirty days and bars the customer from using IQ Content to improve any AI system built by 8am or a third party, which contemplates outside models.

The tool terms also name Claude as an example of a third party service that is not an 8am feature and is governed by the customer's own agreement with that provider.

CasePeer's Basic tier is $79, Pro $119 and Advanced $149, each per user per month, stated on the pricing page and in the FAQ. There is no limit on how many attorneys and staff may use it, and the price depends on active users. A comparison matrix of about seventy rows across nine groups marks each item as included, optional or add on by tier. There is no long term contract or setup fee. Tier changes either way can be made at any time and are prorated, cancellation is possible at any time, and guided implementation and live training are included.

Electronic signature and data migration are optional extras. 8am IQ is included with Pro and Advanced at no extra cost and absent from Basic, as stated on the pricing page, in the FAQ and on the AI page. Prices for electronic signature and data migration are not published, and the agreement reserves extra fees for usage above thresholds in the pricing pages or an order form, without publishing the thresholds.

CasePeer's segment is named and exclusive: plaintiff personal injury and mass tort law firms, from solo practices to multi office operations, repeated as the product's organizing claim. Roles are listed and the tiers are built around them: managing attorneys and owners, case managers and paralegals, intake specialists, and operations and firm administrators. Practice coverage shows in the data model: medical treatment and provider tracking, injury tracking, liens and letters of protection, a settlement calculator with distribution and expense tracking, case grading, mass tort tracking and statute of limitations alerts.

CasePeer defines itself against general platforms that try to serve every practice area, saying it is built only for plaintiff personal injury and that general tools force firms to retrofit workflows. The agreement adds a geographic limit: the platform is for professionals in the United States and Canada. In house and government use do not apply to a plaintiff contingency product and are not claimed.