A Filevine alternative built for PI firms
Filevine is a capable, customizable legal work platform — and it is priced and implemented like one. CaseLumen is the PI-native alternative for firms that want IOLTA, settlement waterfalls, and AI written discovery without a months-long implementation or quote-only pricing.
Last reviewed August 2026. Competitor features and list prices move — verify before you buy.
60-day free trial · No credit card required · Contact sales
PI-native, without the Filevine project
Filevine can be shaped into almost anything. CaseLumen ships the plaintiff file the way a PI firm already runs it.
PI-native IOLTA, liens, and settlement waterfall out of the box
- CaseLumen
- Built in
- Filevine
- Limited or add-on
AI written discovery — drafts responses from defense PDFs
- CaseLumen
- Built in
- Filevine
- Not available
Documents in your own Microsoft 365 tenant
- CaseLumen
- Built in
- Filevine
- Not available
Published per-seat price
- CaseLumen
- $59
- Filevine
- Quote
Start on a trial, no credit card
- CaseLumen
- Built in
- Filevine
- Limited or add-on
| CaseLumen | Filevine | |
|---|---|---|
| PI-native IOLTA, liens, and settlement waterfall out of the box | Built in | Limited or add-on |
| AI written discovery — drafts responses from defense PDFs | Built in | Not available |
| Documents in your own Microsoft 365 tenant | Built in | Not available |
| Published per-seat price | $59 | Quote |
| Start on a trial, no credit card | Built in | Limited or add-on |
Filevine is a broader legal work platform; marks reflect typical PI implementations of publicly documented capabilities as of August 2026. Confirm current Filevine packaging and list price with them. CaseLumen Professional is $59/seat.
When CaseLumen is the better fit
- You run plaintiff personal-injury or contingency work and want PI workflows out of the box
- You want documents and calendar in your own Microsoft 365 tenant, not a vendor file vault
- You want AI that drafts written discovery from defense PDFs, with an attorney in the loop
- You want published per-seat pricing instead of a custom quote and a long implementation
When Filevine may still be right
- You need Filevine-style no-code workflow builders across many practice areas
- You are an enterprise firm that leads with SAML SSO (Enterprise SSO is still on our roadmap)
- You require a client mobile app on day one (our client portal is not shipped yet)
Filevine alternative FAQs
Yes, for plaintiff PI and contingency firms. Filevine is a broader legal work platform with deep customization. CaseLumen is purpose-built for intake → case → discovery → settlement, with IOLTA and AI written discovery included on Professional.
CaseLumen Professional is $59 per seat per month and includes Case Financials and AI written discovery. Filevine is typically quote-based; publicly reported entry pricing for PI platforms sits in the $65–99+ per seat range before add-ons and implementation.
Yes. We help move cases and contacts so your team is not re-keying. Documents and calendar come across when we connect Microsoft 365. Every migration is scoped on a call. Contact sales or book a demo.
In your firm's own Microsoft 365 SharePoint. CaseLumen integrates with your tenant rather than taking custody of the files.
Also see Why CaseLumen, personal injury, the settlement calculator, or contact sales.
Try CaseLumen on your own files
Start a 60-day free trial — no credit card required. We help migrate cases and contacts.