Run your firm.
Not your paperwork.
CaseLumen brings case management, AI-assisted discovery, trust accounting, and Microsoft 365 together in one platform — purpose-built for contingency and personal-injury firms.
14-day free trial · No credit card required
Built for contingency & personal-injury practices
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
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
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.
Sync case deadlines and key dates to your firm's shared Microsoft 365 calendar.
Track litigation costs, IOLTA trust funds, settlements, liens, damages, and referral fee splits for contingency cases. Available as a paid add-on.
$49/mo add-on
AI-assisted document tools for cases, starting with Written Discovery. Available as a paid add-on.
$99/mo add-on
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.).
Built for the confidentiality your cases demand
Role-based access, a full activity audit trail, encryption of sensitive fields, and enterprise SSO. Your privileged data stays private.
Learn about securityActivity audit trail
Encrypted sensitive data
Role-based access control
SAML single sign-on
Ready to run your firm, not your paperwork?
Start a free trial today. No credit card required.