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Exclusive Downloads

Download Over 150 CASEpeer Templates Now!

Every Template ever created over years of running a Personal Injury law firm.  Included is a spreadsheet with all the contexts.  Ready to hit the ground running?  Download now!

$500.00 USD

Entire CasePlan for PI Cases

From start to finish, here is everything you need to never let anything fall through the cracks in a personal injury case.  Each task has been carefully tested over years of running a personal injury firm.  BONUS!  Almost 100 how-to documents that go with these tasks.  This means that you can assign tasks to an employee and they have a built-in guide, no bothering you for the little things!  Makes onboarding a breeze!

$500.00 USD

Download the Case Status Key

This excel spreadsheet has every case status that we use, along with a column for "What has Happened" and one for "What needs to Happen" along with a short paragraph for texting client updates.  Many of the statuses have an unlisted youtube link with a video from Zach that explains this case status, which is a great example of where to start for your own clients!

$100.00 USD

Steal Our Litigation Event Plans!

This spreadsheet has our litigation event plans for Level 1 and Level 3 scheduling orders in Texas.  Don't worry, if you're outside of Texas, this is a great start to using this awesome feature of CASEpeer.

$25.00 USD

Download CASEpeer HelloSign Templates

These Templates have been developed over years of practice and are meticulously curated to work well with the CASEpeer HelloSign integration.

$25.00 USD

13 Zaps to Get you Streamlined

Each Zap has a short explanation of what it does.  Just click the link and you'll be taken to Zapier where you can immediately "Use This Zap" by pressing a button!

$25.00 USD

Download Client Handouts

These handouts have been perfected over the years and simply explain to the clients what is going on and what to expect at every stage of their case.  BONUS!! Client Text introduction and Welcome Email!  SPANISH LANGUAGE INCLUDED!

$25.00 USD

All Downloadable Content Package

Save $200.00 by purchasing all Downloadable Content in One Place! What you'll get: CASEpeer CasePlan CASEpeer Case Status key CASEpeer Templates  Client Handouts CASEpeer Litigation Event Plan  CASEpeer HelloSign Templates  Steal These Zaps!

$1,000.00 USD

Consulting Services

Monthly Consulting Subscription

Get unlimited phone calls and emails with Zach!  This package includes one monthly Zoom call, and anytime you have a question or want to run something by Zach, you have him "on speed dial"!  During business hours Monday through Friday of course! This package is perfect for anyone that's running a law firm and needs guidance on where to go next, what to prioritize, and how to continue the streamlining and automating journey to freedom!

$999.00 USD every month

One-on-One Consulting Package

This package includes all downloads - CasePeer Templates, CasePlan, Litigation Even Plans, Zaps, and more! For one month, you'll get three one-hour Zoom calls with Zach, and unlimited phone calls and emails.  This package is perfect for law firms that are just starting out and will help you fast-forward your streamlining and automating journey.  

$5,000.00 USD

One Zoom Call Per Month Subscription

Monthly Zoom Call with Zach! This Subscription gets you a recurring One-Hour Zoom call with Zach every month.  Bounce your ideas off him, get ideas from him, collaborate, listen, and grow your firm through automations!

$399.00 USD every month