Simple, per-seat pricing
Every plan starts with a 60-day free trial. No credit card required. Upgrade, downgrade, or add modules at any time.
Everything a small firm needs to run cases end to end.
Best for: Solo and small firms that need core case and intake management first.
- Case & intake management
- Contacts & organizations
- Deadlines & calendar
- Activity audit log
- Role-based access control
- Upgrade to Professional for Microsoft 365, documents & AI
The complete AI-powered platform for a personal-injury practice.
Best for: Growing PI firms that want Microsoft 365, IOLTA, settlements, and AI discovery.
- Everything in Starter
- Document Management
- Client Uploads
- Counsel Exchange
- Calendar Integration
- Case Financials
- Bookkeeping
- AI Assistant
- Client Portal (coming soon)
Advanced reporting and SSO for established firms.
Best for: Multi-attorney firms that need SSO and advanced reporting (coming soon).
- Everything in Professional
- Advanced Reporting
- SAML Single Sign-On (coming soon)
- Higher AI usage allowance
- Priority support
Prices shown per user, per month, billed monthly. Annual billing coming soon.
Comparable PI platforms often list $65–99 per seat — Professional is $59.
What you actually get for the price
Purpose-built for contingency & PI (IOLTA trust, liens, settlements)
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Not available
AI written discovery
- CaseLumen
- Built in
- PI platforms
- Not available
- Generalist
- Not available
Your documents stay in your own Microsoft 365 tenant
- CaseLumen
- Built in
- PI platforms
- Limited or add-on
- Generalist
- Not available
Conflict checks & live SOL countdown
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Limited or add-on
Full PI platform, per user / month
- CaseLumen
- $59
- PI platforms
- $65–99
- Generalist
- —
| CaseLumen | PI-specialist platforms | Generalist software & spreadsheets | |
|---|---|---|---|
| Purpose-built for contingency & PI (IOLTA trust, liens, settlements) | Built in | Built in | Not available |
| AI written discovery | Built in | Not available | Not available |
| Your documents stay in your own Microsoft 365 tenant | Built in | Limited or add-on | Not available |
| Conflict checks & live SOL countdown | Built in | Built in | Limited or add-on |
| Full PI platform, per user / month | $59 | $65–99 | — |
PI-specialist platforms include CASEpeer, Filevine, SmartAdvocate, and Litify; capabilities and per-seat pricing reflect publicly listed information as of August 2026 — several are quote-based and priced higher. CaseLumen Professional is $59/seat. Reflects typical offerings, not any single product.
Frequently asked questions
Yes — every plan starts with a 60-day free trial, no credit card required. Use that time to migrate cases, connect Microsoft 365, and run your firm on real work before you pay.
If you choose a paid plan, billing starts on the plan you pick. If you do nothing, the firm trial expires and access pauses until you subscribe — we do not surprise-charge a card because none is required to start.
You pay for each active user in your firm. Add or remove seats at any time; billing adjusts on your next invoice.
Starter covers core case and intake management, deadlines, and access control. Choose Professional when you need Microsoft 365 documents and calendar, IOLTA trust and settlements (Case Financials), and AI Written Discovery — those ship with Professional, not as separate add-ons.
Yes — AI Written Discovery is included with Professional, along with Case Financials (IOLTA trust & settlements). AI comes with a monthly document allowance; heavy months can be topped up with credit packs at any time.
No. Document and calendar integrations connect to your firm's existing Microsoft 365 tenant. CaseLumen integrates with your SharePoint and calendar rather than taking custody of your files.
Yes. We help move cases, contacts, documents, and calendar data so your team is not re-keying. Reach out via Contact sales or Book a demo and we will scope the migration with you.
Enterprise is published transparently at $89/user / month, but advanced reporting and SSO are still on the roadmap — the plan is marked Coming soon until those features ship. Professional is the plan to start on today.
Absolutely. You can upgrade, downgrade, or switch modules on or off whenever your firm's needs change.