
AI-First Approach
Smarter workflows from time tracking to billing and document automation, saving hours every week.
The Legal Operating System for Personal Injury Firms
Intake, cases, documents, billing and client updates — unified in one intelligent platform with AI that handles the busywork so your team can focus on winning.


Why CaseQube

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.
Product
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.
Explore Smart Intake
Trigger deadlines, checklists, and document templates automatically based on matter stages.
Explore Matter Management
AI-tagged document storage with access control and instant retrieval.
Explore Document Management
Use pre-set templates to generate agreements, motions, and more using case data.
Explore Document Generation
Automate payout allocation and attorney splits with built-in transparency.
Explore PI Settlement Workflows
Capture every billable second and let AI surface missed entries before billing.
Explore Time & Expenses
Customize billing per client or matter with advanced options.
Explore Flexible Invoicing
Clients can pay online via embedded links—auto-synced with accounting.
Explore Integrated Payments
Manage firm finances, trust accounts, and compliance with confidence.
Explore Full Legal Accounting SuiteFrom intake to invoicing, streamline workflows, automate tasks, and delight clients, all in one unified platform.




AI-driven platform
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.
Solutions
Practice-specific workflows for the firms CaseQube serves every day.

Track expenses, liens, and disbursements. Close PI cases faster.
See CaseQube for Personal Injury Law Firms
Streamline case reviews and automate reporting with ease.
See CaseQube for Insurance Defense Firms
Manage claims, deadlines, and case details in one place.
See CaseQube for Workers' Compensation Firms
Simplify filings, deadlines, and sensitive case records.
See CaseQube for Family Law Firms
Track plaintiffs, evidence, and settlements at scale.
See CaseQube for Mass Tort Firms
Automate forms, track status, and manage high volume.
See CaseQube for Immigration Law Firms
Centralize filings, notices, and compliance workflows.
See CaseQube for Bankruptcy Law Firms
Stay on top of evidence, motions, and court dates.
See CaseQube for Criminal Defense Firms
Support members with tools, resources, and insights.
See CaseQube for Bar AssociationsTestimonials
“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 PC
“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
FAQs
Get 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.