AI TOOL PROFILE
CaseQube: Law Firm Project Management Software
- Legal
- Project Management
- Solo attorneys
- Mid-sized law firms
- Personal injury practices
- Immigration law firms
- Family law teams
- Litigation firms
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Solo attorneys, Mid-sized law firms, Personal injury practices, Immigration law firms, Family law teams
- Key use cases
- Client Onboarding, Personal Injury Workflows, Immigration Case Management, Billing and Collections, Compliance Management
- Integrations
- Email, Calendar, e-signature
- Official website
- Visit CaseQube official website
How AI is used
CaseQube is a legal practice management tool built on the Salesforce platform. It is designed to handle the operational side of a law firm, combining matter management with financial tools such as trust accounting and integrated payments.
The software supports a variety of legal professionals, including solo practitioners and mid-sized firms specializing in personal injury, family law, immigration, and litigation. It is intended to help reduce the use of multiple disconnected tools by housing documents, billing, and client intake in one platform.
Capabilities include AI-tagged document storage, automated deadline triggers, and three-way reconciliation for trust accounting. The platform also supports the generation of legal documents using pre-set templates and case data.
Buyers should confirm how the pre-built legal logic aligns with their specific firm workflows during the onboarding process.
Key Features
Smart Intake
Custom intake forms with real-time conflict checks that may automatically create new matters.
Matter Management
Checklists, deadline triggers, and task reminders based on the stage of the case.
AI-Tagged Document Storage
Document management system featuring AI tagging for retrieval and access control.
Document Generation
Template-based system to generate agreements and motions using case data.
Legal Accounting Suite
Accounting tools including trust accounting and three-way reconciliation to help meet Bar Association requirements.
Time and Expense Tracking
Tools to capture billable time and expenses, with AI designed to surface missed entries.
Integrated Payments
Online payment collection via embedded links that sync with the accounting system.
Use Cases
Client Onboarding
Using intake forms to collect client data and perform conflict checks.
Personal Injury Workflows
Tracking expenses and liens while managing payout allocations and attorney splits.
Immigration Case Management
Managing form automation and tracking the status of immigration filings.
Billing and Collections
Generating customized invoices and collecting payments through integrated online links.
Compliance Management
Maintaining trust accounts and performing three-way reconciliations.
Integrations
- Calendar
- e-signature
FAQ
What is CaseQube?
- CaseQube is an AI-powered legal practice management platform built on Salesforce that integrates case management, document automation, billing, and trust accounting.
Does CaseQube support trust accounting?
- Yes, it includes a legal accounting suite that supports trust accounting and three-way reconciliation to help firms meet Bar Association requirements.
How long does it take to implement CaseQube?
- Firms typically go live in under 30 days, with the company providing onboarding, training, and data migration services.
Who is the software designed for?
- It is designed for solo attorneys and mid-sized law firms, including those specializing in personal injury, family law, immigration, and litigation.
Source category: Legal
Source subcategory: Project Management
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