AI-Powered Legal Platform for [[br]]Personal Injury FirmsFamily Law TeamsImmigration PracticesLitigation FirmsMid-Size Law FirmsSolo Attorneys
From Intake to Invoicing, CaseQube powers your firm with automation, intelligence, and one seamless experience.
Smarter workflows from time tracking to billing and document automation, saving hours every week.
Run your entire practice with seamless integration, powered by our own LawAccounting and CloudDoc tools.
Adopt only what you need, when you need it. Scale effortlessly without disrupting your existing processes.
Enterprise-grade security, compliance, and scalability, trusted by the world’s leading organizations.
CaseQube is the only AI-first legal practice platform built on Salesforce, designed to simplify case management, billing, and document automation. Experience seamless legal + financial integration in one place.
Unify your legal operations, eliminate manual work, and scale confidently with the all-in-one platform built on Salesforce and powered by AI.
Convert prospects into clients with intelligent forms and real-time conflict checks.
Trigger deadlines, checklists, and document templates automatically based on matter stages.
AI-tagged document storage with access control and instant retrieval.
Use pre-set templates to generate agreements, motions, and more using case data.
Automate payout allocation and attorney splits with built-in transparency.
Capture every billable second and let AI surface missed entries before billing.
Customize billing per client or matter with advanced options.
Clients can pay online via embedded links—auto-synced with accounting.
Manage firm finances, trust accounts, and compliance with confidence.
Discover how CaseQube brings every essential legal tool together under one intelligent system.
Trigger tasks and reminders based on events or deadlines—no admin needed.
Surface trends, delays, or missed billing opportunities using real-time dashboards.
Work together on matters with live updates, shared tasks, and secure file access.
Send invoices and collect payments automatically—all synced to accounting.
CaseQube connects every part of your legal workflow—intake, case management, documents, billing, payments, and accounting—into one AI-powered platform. No more patchwork systems. No more silos. Just seamless, intelligent automation driving your firm forward.
Connect effortlessly with email, calendar, e-signature, and payment tools—no extra setup required.
Trigger documents, tasks, and reminders with built-in intelligence that adapts to your firm’s needs.
Real-time dashboards and analytics spanning clients, cases, finances, and team performance.
Built on Salesforce. Trusted by law firms that demand the highest standards of compliance and security.
Track expenses, liens, and disbursements. Close PI cases faster.
"The immigration workflow in CaseQube is exactly what our firm needed—smart, efficient, and built for how immigration practices actually work. What impressed me even more was the seamless integration of accounting, which eliminated the need for separate systems. And the support? Outstanding. The CaseQube team has been with us every step of the way. I couldn’t be happier with the decision to implement it."
Howard Greenberg Founder Greenberg Hameed PCGet answers to the most common questions about CaseQube. Learn how our AI-powered legal platform streamlines operations, improves efficiency, and adapts to your firm’s unique workflows and compliance needs.
CaseQube is an all-in-one, AI-powered legal practice management platform built on the Salesforce Platform. It covers your entire workflow—from intake to invoicing—integrating case management, document automation, billing, payments, and accounting into one intelligent system. CaseQube is an all-in-one, AI-powered legal practice management platform built on the Salesforce Platform. It covers your entire workflow—from intake to invoicing—integrating case management, document automation, billing, payments, and accounting into one intelligent system.
CaseQube is designed for solo attorneys, mid-sized law firms, and practice-specific teams like personal injury, family law, immigration, and litigation. Whether you’re scaling up or simplifying, it adapts to your firm’s needs.
CaseQube replaces the need for multiple disconnected tools—like intake forms, billing apps, document storage, and accounting software—by bringing everything into one seamless platform. Fewer logins, fewer integrations, and zero duplicate data entry.
Not at all. CaseQube is designed with legal professionals in mind, offering an intuitive interface that requires minimal training. Most teams get comfortable within days, and we provide guided onboarding to ensure a smooth start.
CaseQube replaces multiple disconnected tools with one unified platform—offering AI-driven intake, automated workflows, secure document management, built-in payments, and trust-compliant accounting in one place. Most platforms stop at billing or case tracking; CaseQube goes end-to-end.
Firms typically go live in under 30 days. We provide onboarding assistance, training, and data migration services to ensure a smooth transition with minimal disruption.
Yes. Our built-in legal accounting suite supports full trust accounting, including three-way reconciliation, client trust ledgers, and compliance safeguards that help meet Bar Association requirements.
Absolutely. Generate legal documents with one click using your templates and matter data. You can also route them for e-signature and auto-save the signed versions back to the matter file.
Yes. All plans include access to our responsive support team, with optional premium onboarding and configuration support available based on your firm’s needs.
Yes. You can tailor task flows, templates, approval processes, user roles, dashboards, and more. CaseQube offers the flexibility of Salesforce with the simplicity of pre-built legal logic.
"CaseQube has completely transformed how we operate. The AI-driven document management features are not only intelligent but intuitive—saving my team hours every week. The platform itself is smooth, well-integrated, and refreshingly easy to use. Most importantly, it has significantly reduced our operational costs without sacrificing capability. It’s clear that CaseQube was built with real law firm needs in mind."
Anna Shapiro, Esq., LLM Chief Executive Officer Shapiro Law Group, PC