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 · Professional is $59/seat · Contact sales
Intake → Case → Discovery → Settlement
One system for the plaintiff lifecycle — not a stack of spreadsheets and generic matters.
The SOL clock starts here. Capture the lead, conflict-check parties, convert without re-keying.
Live SOL and deadlines, parties, 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 visible at a glance.
- 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
Documents stay in your SharePoint
Every intake and case gets a folder in your firm's own Microsoft 365 tenant. Deadlines sync to Outlook. Case files stay in your SharePoint; matter data lives in CaseLumen.
- Automatic SharePoint folders per intake and case
- Secure client upload links land in the same folder
- Calendar dates sync to Outlook
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
- Your team 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 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.
Professional is $59 per seat per month and includes Case Financials and AI Written Discovery. Every plan starts with a 60-day trial, no credit card required.
Try the free settlement disbursement calculator, compare options on Why CaseLumen, compare Filevine, CasePeer, or Clio, or contact sales.