One platform for the whole case lifecycle
Core case management is included with every plan. Layer on Microsoft 365 integrations, financial tools, and AI assistance as your firm grows.
Never miss a statute — or a discovery response
Deadline and statute-of-limitations tracking is part of core case management on every plan. Each case shows a live SOL countdown color-coded by urgency, and CaseLumen reminds the responsible attorney before every due date.
- 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
Professional plan modules
Microsoft 365 document, calendar, and client tools, plus Case Financials and AI Written Discovery — all included with Professional.
Automatically create and manage cloud document folders for each intake and case.
- A document folder is created when an intake is opened
- Folders are organized by case and intake automatically
- Sent client correspondence is auto-saved to the case folder as a PDF
- Connects to your firm's existing Microsoft 365 environment
Send clients a secure upload link to submit documents directly into the intake's document folder.
- Generate a one-time tokenized link per intake
- Client uploads go straight into your document store — no email attachments
- Set expiry dates and max file counts per link
A shared firm calendar for every case date, deadline, and hearing — in month, week, and agenda views, synced with your Microsoft 365 calendar.
- Month, week, and agenda views of every case date and deadline
- Color-coded events with per-attorney filtering
- Two-way sync with your firm's Microsoft 365 calendar
Track litigation costs, IOLTA trust funds, settlements, liens, damages, and referral fee splits for contingency cases. Included with Professional.
- Log case costs and expenses by category with receipts
- Maintain an IOLTA trust ledger with running balances
- Model settlement disbursements: attorney fees, costs, liens, and net to client
- Track damages by category and referral fee splits
- Generate trust ledger and settlement statement PDFs
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.
- Written Discovery: extract RFP/RFA/SROG requests from a defense document and build the Plaintiff response shell
- Robust to varying defense-firm formatting — no manual re-keying
- Meet-and-confer analysis flags deficient defense responses with suggested supplemental demands
- Attorney reviews and edits every extracted request before finalizing
- Your case data is never used to train AI models
Give clients a secure self-service portal to view case status, messages, and documents.
- Clients log in with a secure link — no password required
- Read-only view of their case timeline and documents
- Reduces inbound status calls and emails
For established, multi-attorney firms
Advanced analytics and identity-provider sign-on, included with the Enterprise plan.
Unlock detailed analytics dashboards for intake trends, conversion rates, and case outcomes.
- Intake volume and conversion funnels by date range
- Case outcome breakdowns by practice area and attorney
- Export reports to CSV or PDF
Let staff log in with your existing identity provider (Okta, Azure AD, Google Workspace, etc.).
- Supports any SAML 2.0 identity provider
- Staff use their existing corporate credentials
- Centralizes access control — offboarding is instant
Ready to run your firm, not your paperwork?
Start a free trial today. No credit card required.