From Intake to Invoicing, CaseQube powers your firm with automation, intelligence, and one seamless experience.
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CaseQube is an AI-driven platform designed to streamline every aspect of legal operations—trusted by law firms that value efficiency and security.
Save hours with smart triggers.
Spot trends & avoid missed billing.
Connect seamlessly with existing tools.
Built on compliance-driven architecture.
AI-powered automation, built specifically for legal practices, to save time and reduce costs






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.

Capture client data in seconds.

Automate repetitive workflows effortlessly.

Invoice clients instantly and accurately.

Get AI-powered legal insights instantly.
Track expenses, liens, and disbursements. Close PI cases faster.
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. 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.