CaseQube
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Overview
CaseQube helps law firms manage matters, documents, billing, and other legal workflows. While its extensive feature set may exceed the needs of some law firms, its document security, version control, and audit trails make it a reliable choice for managing sensitive legal information.
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Starting Price
Custom
CaseQube Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is CaseQube?
CaseQube is an AI-powered legal practice management platform built on Salesforce. It brings client intake, matter management, billing, documents, payments, and legal accounting into one system. Its AI capabilities automate tasks, trigger reminders, assist with document workflows, and surface missed billing opportunities. The platform also combines legal and financial workflows through its LawAccounting and CloudDoc tools, giving firms a connected view of matters and finances.
What Is CaseQube Best For?
CaseQube is known for its integrated legal accounting with matter workflows. Its Legal Accounting Suite keeps trust and operating accounts separate while supporting three-way reconciliation, AP and AR, general-ledger management, audit trails, and financial reporting. This helps firm administrators and finance teams maintain financial records alongside case activity without relying on separate spreadsheets for core accounting tasks.
How Much Does CaseQube Cost?
CaseQube pricing starts at $500/company/month with the Default plan. Additional CaseQube costs may apply for onboarding, training, data migration, and configuration services, depending on a firm's implementation requirements.
Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.
CaseQube Integrations
The platform integrates with LawAccounting.
How Does CaseQube Work?
Here’s how you can access the platform and move through its core legal and financial workflows:
- Log in with your CaseQube software credentials to access the platform and its legal practice management tools
- Create a client intake or matter and capture the information needed to begin managing the case
- Configure matter stages, deadlines, checklists, and document templates to match the case workflow
- Manage case documents using centralized storage, AI tagging, access controls, and document-generation tools
- Track time, expenses, invoices, and payments as work progresses through the matter
- Set up trust and operating accounts, reconciliations, accounts payable and receivable, and general-ledger records within the legal accounting system
- Monitor matters and financial activity through dashboards, reporting, and activity history
Who Is CaseQube For?
The software is ideal for professionals working in various legal sectors, including:
- Criminal law
- Family law
- Bar association
- Worker’s compensation
- Insurance defense
CaseQube Use Cases
Based on our analysis of user feedback and CaseQube features, we have identified situations where the platform is a strong fit for law firms:
Personal Injury Firms Managing Settlement Workflows
Personal injury firms often need to coordinate medical liens, expenses, settlement calculations, attorney fee splits, and client disbursements before closing a matter. CaseQube supports this workflow by connecting lien tracking and settlement statements with matter data and trust accounting. This gives firms handling a high volume of PI cases a more consistent process from intake through final disbursement.
Bankruptcy Firms Handling Chapter-Specific Filings
Bankruptcy practices deal with filing requirements, creditor information, notices, and deadlines that vary by case and chapter. CaseQube provides chapter-specific workflows and automated checklists to organize these processes within individual matters. Its document assembly and audit trail capabilities also make it suitable for firms that need to maintain organized filing records across a large number of bankruptcy cases.
Insurance Defense Firms Working Under Carrier Requirements
Insurance defense firms often manage matter budgets, billing requirements, reporting deadlines, and documentation according to individual carrier guidelines. CaseQube is a suitable fit where attorneys need to track spending at the matter level while maintaining standardized billing and reporting processes. Its case review checklists and carrier-oriented reporting workflows can also support firms handling recurring insurer reporting requirements. This can help firms maintain greater consistency across different carrier workflows while reducing manual tracking.
Family Law Firms Managing Sensitive Client Matters
Family law practices handle confidential information while also managing filings, deadlines, retainers, and ongoing client billing. CaseQube is relevant for firms that need tighter control over who can access case records and want recurring financial workflows connected to individual matters. The platform also supports filing and deadline workflows, helping firms keep sensitive matter information organized while giving teams better visibility into case-related tasks and finances.
Is CaseQube Right For You?
If you are a law firm looking to consolidate case management, billing, document workflows, and legal accounting, CaseQube can be a suitable option. The platform is built natively on Salesforce, which provides an established infrastructure for scaling operations and managing data securely. Additionally, CaseQube's platform is SOC 2 Type II certified, while its document management environment includes role-based access, version control, secure sharing, and document-level audit history.
Still unsure if CaseQube is the right fit for your organization? Contact our experts at (661) 384-7070 to discuss your requirements and make an informed decision.
CaseQube Features
Smart Intake
CaseQube’s Smart Intake lets firms create separate intake forms based on practice area or case type. The forms can run conflict checks when submitted, collect supporting documents, map submitted information to matter fields, and automatically create a new matter. Firms can also configure task triggers so that specific case activities begin when an intake is submitted. The mobile-friendly forms allow prospective clients to submit information from different devices.
Document Management
This feature organizes documents into matter-based folders and uses AI tagging and OCR to make files searchable. The system includes role-based permissions for viewing, editing, and sharing documents, while version control records changes and allows users to roll back document history. Firms can also share files with clients or opposing counsel through the platform and maintain an audit history showing who opened, edited, or shared a document.
PI Settlement Workflows
CaseQube provides a dedicated workflow for personal injury settlements. It tracks medical liens, lien reductions, and reimbursements while calculating attorney and firm fee splits. The workflow can also generate settlement statements and memos, record disbursements to multiple parties, and apply approval rules before a settlement is finalized. Approved disbursements can be pushed directly to trust accounting.
Document Generation
CaseQube’s Document Generation uses client and matter data to populate predefined templates through merge fields. Its template editor supports drag-and-drop sections, while conditional logic can show or hide clauses based on case information. Documents can be generated in PDF, Word, Excel, or PowerPoint formats, and completed files can be routed for e-signature before the signed copy is filed back into the system.
Flexible Invoicing
The feature supports several billing structures, including flat-fee, milestone, recurring, and hourly billing. Attorneys and billing staff can review and edit invoices before they are sent, bill against retainers or trust balances, and split invoices between multiple parties. The system also supports branded invoice templates and credit memos for applying credits or discounts.
Pros And Cons of CaseQube
Pros
Automates intake workflows, reducing manual data entry and administrative work
Keeps matter documents organized while improving search and accessibility
Streamlines personal injury settlements with automated calculations and approvals
Cons
New users may need time to learn the platform
Advanced features may require additional configuration or implementation support
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Frequently Asked Questions
What happens to existing data when a firm moves to CaseQube?
CaseQube includes data migration in its implementation services. The vendor reports migrating more than 300 law firms to modern legal platforms, suggesting that data migration is an established part of its deployment process rather than a separate service.
Can CaseQube handle trust accounting and compliance requirements?
Yes. CaseQube supports trust accounting and compliance workflows, including trust and operating account management, three-way reconciliation, and financial audit trails.
How long does it take to implement CaseQube?
Firms can generally go live within 30 days. The vendor provides onboarding and training support during implementation. Larger or more customized deployments may take longer, depending on a firm’s specific requirements.
What level of support does CaseQube offer?
CaseQube offers support through phone, contact forms, and FAQs.
Does CaseQube have a mobile app?
Yes, CaseQube offers a mobile app for iOS and Android.