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
AI written discovery — drafts responses from defense PDFs
Case files in your own Microsoft 365 tenant
Published per-seat price
Start on a trial, no credit card
| CaseLumen | Filevine | |
|---|---|---|
| PI-native IOLTA, liens, and settlement waterfall out of the box | Built in | Limited / add-on |
| AI written discovery — drafts responses from defense PDFs | Built in | Not available |
| Case files 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 / add-on |
Filevine is a broader legal work platform; marks reflect typical PI implementations of publicly documented capabilities as of October 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 case files and calendar in your own Microsoft 365 tenant, not a vendor document store
- 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.
Case folders live in your firm's SharePoint. Matter data (parties, deadlines, the trust ledger) lives in CaseLumen. CaseLumen does not re-home your case file vault.
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.
Or contact sales.