CaseQube: Law Firm Project Management Software
CaseQube helps solo attorneys and mid-sized law firms manage the case lifecycle from intake to invoicing. It is designed for teams looking to combine case management and trust accounting in one system.
At a glance
- Category
- Legal
- Best for
- Solo attorneys, Mid-sized law firms, Personal injury practices, Immigration law firms, Family law teams
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Client Onboarding, Personal Injury Workflows, Immigration Case Management, Billing and Collections, Compliance Management
- Integrations
- Email, Calendar, e-signature
- Official website
- caseqube.com
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
Custom intake forms with real-time conflict checks that may automatically create new matters.
Checklists, deadline triggers, and task reminders based on the stage of the case.
Document management system featuring AI tagging for retrieval and access control.
Template-based system to generate agreements and motions using case data.
Accounting tools including trust accounting and three-way reconciliation to help meet Bar Association requirements.
Tools to capture billable time and expenses, with AI designed to surface missed entries.
Online payment collection via embedded links that sync with the accounting system.
Use Cases
Using intake forms to collect client data and perform conflict checks.
Tracking expenses and liens while managing payout allocations and attorney splits.
Managing form automation and tracking the status of immigration filings.
Generating customized invoices and collecting payments through integrated online links.
Maintaining trust accounts and performing three-way reconciliations.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
CaseQube is an AI-powered legal practice management platform built on Salesforce that integrates case management, document automation, billing, and trust accounting.
Yes, it includes a legal accounting suite that supports trust accounting and three-way reconciliation to help firms meet Bar Association requirements.
Firms typically go live in under 30 days, with the company providing onboarding, training, and data migration services.
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
