One platform for the whole case lifecycle
Core case management is on every plan. Professional adds Microsoft 365 or Google Workspace documents and calendar, Case Financials, Reports, 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, and court deadlines are counted by rule: one rule puts one deadline on a case, counted from a case date in calendar or court days.
- SOL countdown with at-a-glance urgency: past, under 30, under 90 days
- California rules built in, each naming its source — CCP 364 notice, service, CMC and MSC statements, expert exchange, discovery and MSJ cutoffs, the five-year rule
- Court days skip California judicial holidays, and dates roll off weekends and holidays
- Change a case date and its deadlines follow; preview a rule’s effect on open cases first
- Filing the complaint clears the pre-filing SOL reminders on its own
- Discovery served dates fill each defendant’s response tracker
Every deadline, across every case
One list of what is due across the firm, filtered by type or attorney, with overdue items at the top. Deadlines and hearings land on the firm calendar — with Outlook or Google Calendar sync on Professional.
- Overdue, this week, and this month at a glance
- Reminders to the responsible attorney before each due date
- Hearings keep their start time and sync to Outlook or Google Calendar as timed events
Defense discovery in, Plaintiff responses out
Upload the defense's Requests for Production, Admissions, or Special Interrogatories. CaseLumen extracts every numbered request — through messy defense-firm formatting — and builds your Plaintiff response shell in minutes, not an afternoon.
- Every extracted request stays in review until your team finalizes it
- Meet-and-confer review flags deficient defense responses and drafts the follow-up demands
- Scan a minute order or scheduling order for its dates — nothing is calendared until you confirm
- Your case data is never used to train AI models, and the AI Assistant can be turned off per firm
Settlements checked before the money goes out
Model the settlement waterfall on the case, deposit the check to IOLTA, and distribute from the trust ledger. CaseLumen checks the math against California rules along the way.
- Settlement waterfall: fees, costs, liens, net to client — as a polished PDF statement
- Applies the MICRA fee cap, and holds distribution until a minor’s compromise is approved
- Holds distribution while a referral fee tops the attorney fee, and asks you to confirm a deposit that has not cleared
- Records who paid each settlement check, and who negotiated each lien down
- Each lienholder’s history across your cases: what they cut on their own, and what you won
A trust account you can reconcile in minutes
Every client's trust money on one screen: what each matter holds, what would be left after the firm repays its costs, and which deposits have not cleared the bank. Reconcile the statement, the books, and every client ledger each month.
- A running ledger per client, and a trust ledger PDF for any case
- Refuses a disbursement that would overdraw a client’s ledger
- Flags deposits that have not cleared, and idle or leftover money
- Monthly three-way reconciliation of bank statement, books, and client ledgers, saved with who did it and a PDF
Case files in your SharePoint or Google Drive — worked from the case
Every intake and case gets a folder in your firm's own SharePoint or Google Shared Drive. Open the case's Documents tab to browse, file, and share without leaving CaseLumen, while the files themselves never leave your Microsoft 365 or Google Workspace.
- A folder per intake and case, with your firm’s subfolders made for you — and the intake’s files carried into the case
- Search, rename, and drag files between folders right on the case
- Client upload links drop files straight into the case folder, with a count of what came back
- Snap a photo on your phone and it lands in the case folder
Productions to opposing counsel, without the Dropbox link
Pick the files on the case and send them as a package. Opposing counsel gets an email link to a page with your firm's name on it, downloads what they need, and the link expires on the date you chose.
- Read-only packages with an expiry date, revocable early from the case
- Every open and download logged on the case
- Download one file or the whole production as a ZIP
- Files come from your SharePoint or Google Drive — nothing to re-upload
The everyday details, already handled
Smaller things a PI docket runs on — built in, not bolted on.
A directory of courthouses, judges, and ADR providers. Assign a judge and the 170.6 challenge window counts from the notice.
Each defendant shows what is next — not served, days since filing, answer due, counsel on file. Update several at once.
Every intake records how the client found you. Referring firms get contracts, and the fees you owe them are tracked to payment.
Your website’s contact form sends new leads into CaseLumen through the API — with a reference your web developer can follow.
Every action across cases, intakes, and money on one readable feed, by day — with the history of each record on the record itself.
Team alerts and client reminders switched on or off from one page, and each person can opt out of their own.
Professional plan modules
Microsoft 365 or Google Workspace document, calendar, and client tools, plus Case Financials, Bookkeeping, Reports, and AI — 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 Microsoft 365 (SharePoint) or Google Workspace (Shared Drive)
Send clients a secure upload link to submit documents directly into the intake's document folder.
- Generate a tokenized link per intake or case
- Client uploads land in the intake or case folder after a brief staging step
- Set expiry dates and max file counts per link
Share frozen production packages with opposing counsel through a secure, zero-account download page.
- Build a production from files across several folders, then share it 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 or Google calendar.
- Month, week, and agenda views of every case date and deadline
- Color-coded events with per-attorney filtering
- Hearings carry their start time, and arbitrations get arbitration labels (MSM, not MSC)
- Two-way sync with your firm's Microsoft 365 (Outlook) or Google 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
- California checks before money goes out: the MICRA fee cap, a minor's compromise order, and referral fees above the attorney fee
- Record who paid each settlement check and who negotiated each lien down
- Track damages by category and referral fee splits
- Keep payees' W-9s on file and see who needs a 1099
- Generate trust ledger and settlement statement PDFs
Close each month in three steps — import, review, close — and 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.
- A month-end close in three steps: import your books export, review every line, close the month
- Tells you what every bank and card line should be categorized as, and which case it belongs to
- Rules you save once settle recurring lines every month
- Reconcile against a transactions export from your books (Wave CSV, 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: Written Discovery, meet-and-confer review, and deadline scanning. 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
- Scan a court notice, minute order, or scheduling order for its dates — nothing is calendared until you confirm
- Your team reviews and edits every extracted request before finalizing
- Your case data is never used to train AI models
See how the firm is performing: intake and conversion, referral partners, case outcomes and stage speed, deadlines, costs, team caseloads, and recoveries. Included with Professional.
- Intake volume, conversion, and speed, by practice area
- Referral partners and intake sources: what each sent, what it became, and referral fees owed
- Case aging and stage speed, with the cases running furthest past usual
- Revenue, settlement quality, lien reductions, and a stage-weighted forecast
- Deadline performance, case costs, and team caseloads
- Compare with last year, export, and a monthly report email to owners and admins
Not in the product today
We will not sell unfinished work. These ship on Professional when they are ready.
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
Everything in Professional, plus SAML single sign-on and priority support. SSO is on the roadmap — the plan stays Coming soon until it is ready.
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?
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