Run your firm.
Not your paperwork.
AI drafts your written discovery from the defense's PDFs — on top of everything your firm runs on: cases, deadlines, IOLTA trust, and settlements, with documents in your own Microsoft 365.
60-day free trial · No credit card required
Runs inside the tools your firm already uses
Built for contingency & personal-injury practices
AI that drafts your written discovery
Upload the defense's Requests for Production, Admissions, or Special Interrogatories. CaseLumen reads the PDF, extracts every numbered request, and builds your Plaintiff response shell — in minutes, not an afternoon. No other PI platform does this natively, and it's included with Professional.
- Defense discovery PDF in → drafted Plaintiff responses out
- Robust to messy defense-firm formatting — no manual re-keying
- Every extracted request is reviewed by an attorney before it is final
- Your case data is never used to train AI models
Not another generic case manager
CaseLumen is built for the way plaintiff firms actually run — with choices most legal software won't make.
Documents live in your firm's own Microsoft 365 SharePoint. CaseLumen integrates with your storage instead of taking custody of your files — so your data, and your clients' privilege, stay yours.
Settlement waterfalls, IOLTA trust ledgers, lien and referral-fee tracking, and damages by period are modeled in — not bolted on. No spreadsheets, no generic 'matters'.
Written discovery drafted from messy defense PDFs, deadlines that are never invented, and every draft reviewed by an attorney before it is final. Your case data is never used to train AI models.
More capable — and less expensive
The tools generalist software bolts on — or leaves to spreadsheets — are built into CaseLumen, at a price that undercuts the PI-specialist platforms.
| CaseLumen | General case management software | Spreadsheets & shared drives | |
|---|---|---|---|
| Purpose-built for contingency & PI — IOLTA trust, liens, settlement waterfall | Built in | Limited or add-on | Not available |
| AI written discovery — drafts responses from defense PDFs | Built in | Not available | Not available |
| Your documents stay in your own Microsoft 365 tenant | Built in | Not available | Limited or add-on |
| Live statute-of-limitations countdown | Built in | Limited or add-on | Not available |
| Built-in conflict checks | Built in | Limited or add-on | Not available |
| Firm calendar with two-way Outlook sync | Built in | Limited or add-on | Not available |
| Full activity audit trail & role-based access | Built in | Built in | Not available |
| Full AI-powered platform, per user / month | $59 | $65–99 | — |
Competitor pricing based on publicly listed per-seat rates; CaseLumen Professional $59/seat. Comparison reflects typical capabilities, not any single product.
See the full breakdown on the pricing page.
Track every matter from first call to final disbursement
Capture leads, run conflict checks, and convert intakes into active cases without re-keying a thing. Custom case types, practice areas, and SOL tracking keep the whole firm on the same page.
- Intake decision workflow with referral-source tracking
- Full case timeline: incident, SOL, filing, discovery, trial
- Wrongful-death and multi-party support out of the box
- Role-based access for owners, attorneys, and staff
Never miss a statute — or a discovery response
Every case carries a live statute-of-limitations countdown, color-coded by urgency, so an approaching SOL is impossible to miss. Add custom deadline types per practice area and CaseLumen reminds the responsible attorney before each one comes due.
- SOL countdown with at-a-glance urgency: past, under 30, under 90 days
- Custom deadline types tuned per practice area
- Automated reminders to the responsible attorney before each due date
- Every deadline and key date syncs to your shared calendar
Turn a defense discovery PDF into drafted responses in minutes
Upload the defendant's Requests for Production, Admissions, or Special Interrogatories. CaseLumen extracts each individual request — robust to messy defense-firm formatting — and builds the Plaintiff's response shell for your attorney to review and finalize.
- Extracts RFP / RFA / SROG requests with correct numbering
- Generates a Plaintiff response shell for every request
- Attorney reviews and edits before anything is finalized
- Response deadlines flow straight into your docket
Costs, liens, and settlements — without the spreadsheets
Model the full settlement waterfall and keep an IOLTA trust ledger with running balances. Generate settlement statements and trust ledgers as polished PDFs in a click.
- Log case costs by category with receipts
- IOLTA trust ledger with running balance
- Settlement waterfall: fees, costs, liens, net to client
- Damages tracking and referral-fee splits
Your documents and calendar, where your firm already works
CaseLumen creates an organized document folder for every intake and case in your firm's own SharePoint, and syncs deadlines and key dates to a shared Microsoft 365 calendar — no new file system to learn.
- Automatic SharePoint folders per intake and case
- Secure client upload links — files land straight in the folder
- Deadlines and case dates sync to a shared group calendar
- Data stays inside your own Microsoft 365 tenant
Every case date and deadline on one shared calendar
A firm-wide calendar that pulls every case date, deadline, hearing, and firm event into one place — in month, week, or agenda view, color-coded by type. It stays in two-way sync with your Microsoft 365 calendar, so the same events appear in Outlook.
- Month, week, and agenda views
- Color-coded: case dates, deadlines, firm events, and court holidays
- Filter by attorney, or show just your matters
- Two-way sync with your Microsoft 365 calendar
AI that assists your attorneys — it never replaces their judgment
Legal work is too important to hand to a black box. CaseLumen keeps a human in the loop at every step and treats your matters as privileged.
- Your case data is never used to train AI models
- Every draft is reviewed and approved by an attorney before it is final
- The AI extracts only what a document actually says — it never invents dates or facts
- Turn the AI Assistant on or off per firm, at any time
The details that keep a plaintiff practice moving
The workflow tools generalist software leaves out — included, not extra.
Point CaseLumen at the defense's responses and it flags boilerplate objections, evasive answers, and 'will produce' with nothing produced — each with a suggested supplemental demand.
Every client-facing email the system sends is saved to PDF and filed in that case's SharePoint folder — with full From/To/Subject/Date headers for a court-ready paper trail.
Run a conflict check before you convert an intake. Matches surface across parties and contacts so you can clear, waive, or decline — with a record of the decision.
Trigger emails, status changes, and follow-ups on the events that matter — new intake, status change, an approaching deadline — with rules tuned per practice area.
Modules that grow with your firm
Start with core case management and switch on integrations and add-ons as you need them.
Automatically create and manage cloud document folders for each intake and case.
Send clients a secure upload link to submit documents directly into the intake's document folder.
A shared firm calendar for every case date, deadline, and hearing — in month, week, and agenda views, synced with your Microsoft 365 calendar.
Track litigation costs, IOLTA trust funds, settlements, liens, damages, and referral fee splits for contingency cases. Included with Professional.
AI-assisted document tools for cases, starting with Written Discovery. Included with Professional; usage is metered with a monthly allowance and top-up credit packs.
Give clients a secure self-service portal to view case status, messages, and documents.
Unlock detailed analytics dashboards for intake trends, conversion rates, and case outcomes.
Let staff log in with your existing identity provider (Okta, Azure AD, Google Workspace, etc.).
Straightforward, per-seat pricing
Every plan starts with a 60-day free trial — no credit card required. Add Case Financials or the AI Assistant when you need them.
Built for the confidentiality your cases demand
Role-based access, a full activity audit trail, encryption of sensitive fields, and data that never leaves your own Microsoft 365 tenant. Your privileged work stays private.
Learn about securityActivity audit trail
Encrypted sensitive data
Role-based access control
Data stays in your tenant
Coming from another system? We bring your firm across
Moving firms is the reason most practices put off switching. We handle it for you — your cases, contacts, documents, and calendar come across so your team starts day one with everything already in place.
- We migrate your cases, contacts, and case history
- Documents and calendar events move into your Microsoft 365
- A 60-day free trial gives you time to migrate and settle in
- No data re-keying — your team picks up right where they left off
Ready to run your firm, not your paperwork?
Start a free trial today. No credit card required.