CaseQube keeps intake, conflict checks, matters, tasks, documents, time and billing on the same records. Your team stops copying client details between tools, and everyone works from the same file.
Law Firms Running On CaseQube
Intake answers, documents, tasks, time entries, invoices and settlement figures all attach to the same matter. Nobody has to check three systems to find out where a case stands.
Tasks and deadlines are created automatically from the case type and stage. When a matter moves forward, the next steps are already assigned.
Time and expenses logged on a matter go straight into invoices. If your firm also uses LawAccounting, the same entries reach your ledger and trust accounts without being typed again.
Here is what your team can handle in CaseQube, starting with the first call.
Take leads from your website, phone, email or walk-ins, run a conflict check, and turn the lead into a matter in one click.
Explore smart intakeSee each case on one screen, with tasks and deadlines created from the case type and stage.
Explore matter managementStore documents by matter with tags and version history, and let AI sort incoming files.
Explore document managementCreate letters and agreements from templates that fill in the client and case details for you.
Explore document generationCalculate fees, liens and splits, then produce a settlement statement for your client.
Explore settlement workflowsRecord time and expenses on the matter, and let AI flag time entries that were never recorded.
Explore time and expensesBill hourly, flat fee, contingency or LEDES, with pre-bill review before invoices go out.
Explore flexible invoicingConnect to LawAccounting for trust ledgers, three-way reconciliation and firm accounting.
Explore legal accounting| Area | Separate tools | CaseQube |
|---|---|---|
| Client details | ×Re-entered in intake, case and billing systems | Entered once at intake and carried to the matter |
| Conflict checks | ×Searched by hand or in another system | Run during intake, with scored results |
| Tasks and deadlines | ×Tracked in calendars and people’s memory | Created from case type and stage |
| Documents | ×Spread across shared drives and email | Stored by matter with version history |
| Time to invoice | ×Exported or retyped | Recorded on the matter and billed from it |
| Settlements | ×Worked out in spreadsheets | Fees, liens and splits calculated on the matter |
| Trust accounting | ×A separate system kept in sync by hand | Connected to LawAccounting on the same records |
Each practice area gets its own workflows, task templates and billing setup.
Track medical bills, liens and case expenses on each matter, and bill on contingency. When the case settles, CaseQube calculates the splits and creates the client’s settlement statement.
Explore CaseQube for personal injury firmsCase status, documents, time and settlement figures are on one screen, and pre-bill review keeps invoices in their hands.
Tasks, deadlines and documents are tied to each matter and assigned by role.
The intake pipeline, questionnaires and conflict checks sit in the same place, and a qualified lead becomes a matter in one click.
Invoices, client payments and, with LawAccounting, trust and firm accounting all come from the work recorded on each matter.
CaseQube handles the repetitive parts of running a case, and your team reviews the results.
Tasks and reminders are created automatically based on the case stage and upcoming deadlines.
AI reviews billing patterns and flags unusual entries, low realization and matters that are underperforming.
Attorneys, paralegals and staff see the same tasks, documents and updates, with access set by role.
Invoices go out on your billing cycle, and clients pay online by card or ACH, with payments recorded in accounting through LawAccounting.
AI disclosure: AI output in CaseQube is a suggestion, not a decision. Every AI-assisted entry goes through the same review, approval and audit trail as work entered by hand, and your team makes the final call.
“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.”
Anna Shapiro, Esq., LLMChief Executive Officer, Shapiro Law Group, PCAn independent auditor evaluated our controls against the AICPA Trust Services Criteria over a sustained period. The report is available under NDA for procurement and security reviews.
Access can be set at the profile, role and field level, and every action in the system is logged.
Standard support runs 8am to 5pm EST. Premium support adds a dedicated account executive available until 8pm EST.
Our implementation team moves your data from your current system and trains your staff before go-live.
See how intake, matters, documents and billing work together in CaseQube.
Talk to our team about your firm’s workflows.
Call 610-680-4810It’s software that runs the day-to-day work of a law firm: client intake, matters, tasks and deadlines, documents, time tracking and billing. Some products cover only case management and connect to a separate accounting tool. CaseQube covers the legal work and connects to LawAccounting for trust and firm accounting.
Case management software tracks the work on each case: the parties, deadlines, tasks and documents. Practice management software also covers the business side, such as intake, time tracking, billing and payments. CaseQube does both, with each case at the center of the record.
CaseQube is legal practice management software built on Salesforce. Law firms use it for intake, conflict checks, matter management, documents, time, billing, settlements and client payments. It’s made by LawAccounting LLC, which also builds LawAccounting, CloudDoc and Maahi.
It’s built for law firms that want intake, casework and billing in one system instead of several tools. Attorneys, paralegals, intake staff and firm administrators each get the views and permissions their role needs.
CaseQube has workflows for personal injury, mass tort, immigration, family law, criminal defense, bankruptcy, insurance defense and workers’ compensation. Workflows and task templates are set up by practice area, so a firm with several practice areas can run them side by side.
Leads arrive by web form, phone, email, text, walk-in or the AI intake chatbot, and all of them enter one intake pipeline. Questionnaires adjust to the case type, and clients can upload documents through a portal. A qualified lead becomes a matter in one click, with its data and documents attached.
Yes. CaseQube runs automatic conflict checks during intake, and staff can run manual searches across names, contacts, identifiers and locations. Results are scored and color-coded so possible conflicts stand out.
Yes. Tasks are generated from the case type and stage, assigned to attorneys, paralegals or roles, and tracked by priority and status. You can see them as a list, a timeline or a calendar.
Yes. Documents are stored by matter with tags, version history and in-app preview, and AI classifies incoming documents and files them in the right folder. Document generation fills your templates with client and case details and produces Word or PDF files.
Yes. Time and expenses are recorded against the matter, and AI flags time entries that were never recorded before you bill. Entries move into invoices without being typed again.
CaseQube supports hourly, flat fee and contingency billing, plus LEDES billing for corporate and insurance clients. Rates can be set at the firm, client or matter level, and attorneys can review and approve pre-bills before invoices go out.
Yes. CaseQube calculates attorney fees, medical bills, liens and expenses from a settlement and supports percentage or flat splits. It creates disbursement transactions for the firm, the client and lien holders, and produces a settlement statement PDF for the client.
Trust accounting is handled by LawAccounting, which works with CaseQube on the same matter records. It includes matter-level trust ledgers, three-way reconciliation and trust-to-operating transfers with an approval trail.
Both run on the same platform, so a matter opened in CaseQube is the same matter your accounting team sees in LawAccounting. Time, invoices and payments recorded in CaseQube don’t have to be entered again for accounting. Firms can start with either product and add the other later.
Salesforce provides the permissions, workflow tools, reporting and audit trails that CaseQube runs on. Access can be set at the profile, role and field level, and every action is logged.
AI runs the website intake chatbot, adjusts intake questionnaires, classifies incoming documents and flags missing time entries. Every AI-assisted entry goes through the same review and approval as work entered by hand, and your team makes the final call.
LawAccounting LLC, the company behind CaseQube, is SOC 2 Type II certified. Data is encrypted in transit and at rest, access follows least-privilege rules, and systems are monitored on an ongoing basis.
Migration support and training are included. How long setup takes depends on how much data you’re moving and how many workflows you need, so our implementation team gives you a timeline after your demo.
