Personal injury case management, done right
From the first intake call to the final settlement disbursement, CaseLumen is built around the plaintiff contingency model — statutes of limitation, written discovery, IOLTA trust, liens, and referral-fee splits — not generic "matters."
60-day free trial · No credit card required
Intake → Case → Discovery → Settlement
One system for the plaintiff lifecycle — not a stack of spreadsheets and generic matters.
Capture the lead, conflict-check parties, track referral source, convert without re-keying.
Live SOL, parties, deadlines, documents in your SharePoint, firm calendar in sync.
Upload the defense PDF; draft Plaintiff responses for attorney review in minutes.
Waterfall fees, costs, and liens; IOLTA ledger; PDF settlement statements.
Never miss a statute of limitations
Capture leads, run conflict checks, and convert intakes into cases without re-keying. Every case carries a live SOL countdown, color-coded by urgency, so an approaching statute is impossible to miss.
- Intake decision workflow with referral-source tracking
- SOL countdown: past, under 30, under 90 days
- Wrongful-death and multi-party support out of the box
Draft discovery responses in minutes
Upload the defendant's Requests for Production, Admissions, or Special Interrogatories. CaseLumen extracts each request — robust to messy defense formatting — and builds the Plaintiff's response shell for your attorney to review and finalize.
- Extracts RFP / RFA / SROG with correct numbering
- Generates a Plaintiff response shell for every request
- Attorney reviews and edits before anything is finalized
Trust, liens, and settlements without spreadsheets
Model the full settlement waterfall and keep an IOLTA trust ledger with running balances. Generate settlement statements and trust ledgers as polished PDFs in a click.
- IOLTA trust ledger with running balance
- Settlement waterfall: fees, costs, liens, net to client
- Damages tracking and referral-fee splits
Personal-injury FAQs
Yes. Every case carries a live SOL countdown color-coded by urgency, with custom deadline types and reminders to the responsible attorney.
Yes. Upload the defense's RFP, RFA, or SROG PDF. CaseLumen extracts each request and builds a Plaintiff response shell for attorney review — included with Professional.
Yes. Case Financials includes an IOLTA trust ledger, settlement waterfall (fees, costs, liens, net to client), damages tracking, and referral-fee splits.
Yes. We help move cases, contacts, documents, and calendar data so your team is not re-keying. Contact sales or book a demo to scope a migration.
Try the free settlement disbursement calculator, or compare options on Why CaseLumen.