One platform for the whole case lifecycle
Core case management is on every plan. Professional adds Microsoft 365 documents and calendar, Case Financials, and AI Written Discovery — included, not nickel-and-dimed.
Never miss a statute — or a discovery response
Deadline and statute-of-limitations tracking is part of core case management on every plan. Each case shows a live SOL countdown color-coded by urgency, and CaseLumen reminds the responsible attorney before every due date.
- SOL countdown with at-a-glance urgency: past, under 30, under 90 days
- Custom deadline types tuned per practice area
- Automated reminders to the responsible attorney before each due date
- Every deadline and key date syncs to your shared calendar
Professional plan modules
Microsoft 365 document, calendar, and client tools, plus Case Financials and AI Written Discovery — all included with Professional.
Automatically create and manage cloud document folders for each intake and case.
- A document folder is created when an intake is opened
- Folders are organized by case and intake automatically
- Sent client correspondence is auto-saved to the case folder as a PDF
- Connects to your firm's existing Microsoft 365 environment
Send clients a secure upload link to submit documents directly into the intake's document folder.
- Generate a one-time tokenized link per intake
- Client uploads go straight into your document store — no email attachments
- Set expiry dates and max file counts per link
Share frozen production packages with opposing counsel through a secure, zero-account download page.
- Select case documents and share with opposing counsel in a few clicks
- Files freeze into a Productions folder so working copies can keep changing
- Revocable links with expiry and a full access log on the case
- Firm-branded external page with a quiet “Secured by CaseLumen” mark
A shared firm calendar for every case date, deadline, and hearing — in month, week, and agenda views, synced with your Microsoft 365 calendar.
- Month, week, and agenda views of every case date and deadline
- Color-coded events with per-attorney filtering
- Two-way sync with your firm's Microsoft 365 calendar
Track litigation costs, IOLTA trust funds, settlements, liens, damages, and referral fee splits for contingency cases. Included with Professional.
- Log case costs and expenses by category with receipts
- Maintain an IOLTA trust ledger with running balances
- Model settlement disbursements: attorney fees, costs, liens, and net to client
- Track damages by category and referral fee splits
- Generate trust ledger and settlement statement PDFs
Turn case costs and IOLTA activity into the exact entries your accounting software needs — so advanced costs stay an asset, and money the firm recovers never looks like income. Included with Professional.
- Tells you what every bank and card line should be categorized as, and which case it belongs to
- Reconcile against a transactions export from your books (Wave auto-import, or map columns once for QuickBooks / Excel / bank CSVs) — see what's matched and what's missing on either side
- Keeps advanced case costs as a recoverable asset, not an expense
- Separates earned fees (income) from cost reimbursements (not income, and not taxable)
- Control totals so your trust liability ties out to the IOLTA balance
- Tick lines off as you book them, and send the assigned attorney one-click questions about the ones you can't place
AI-assisted document tools for cases, starting with Written Discovery. Included with Professional; usage is metered with a monthly allowance and top-up credit packs.
- Written Discovery: extract RFP/RFA/SROG requests from a defense document and build the Plaintiff response shell
- Robust to varying defense-firm formatting — no manual re-keying
- Meet-and-confer analysis flags deficient defense responses with suggested supplemental demands
- Attorney reviews and edits every extracted request before finalizing
- Your case data is never used to train AI models
Give clients a secure self-service portal to view case status, messages, and documents.
- Clients log in with a secure link — no password required
- Read-only view of their case timeline and documents
- Reduces inbound status calls and emails
For established, multi-attorney firms
Advanced analytics and identity-provider sign-on, included with the Enterprise plan — currently on the roadmap.
Unlock detailed analytics dashboards for intake trends, conversion rates, and case outcomes.
- Intake volume and conversion funnels by date range
- Case outcome breakdowns by practice area and attorney
- Export reports to CSV or PDF
Let staff log in with your existing identity provider (Okta, Azure AD, Google Workspace, etc.).
- Supports any SAML 2.0 identity provider
- Staff use their existing corporate credentials
- Centralizes access control — offboarding is instant
Ready to run your firm, not your paperwork?
Start a free trial today. No credit card required.