Built for how PI firms actually run
General-practice case managers treat your file as a generic "matter," and spreadsheets can't touch trust accounting or discovery. CaseLumen is purpose-built for contingency and personal-injury work — more capable than the alternatives, and less expensive than the specialist platforms.
More capable — and less expensive
A side-by-side of what plaintiff firms actually need, and where each option lands.
| CaseLumen | General case management software | Spreadsheets & shared drives | |
|---|---|---|---|
| Purpose-built for contingency & PI — IOLTA trust, liens, settlement waterfall | Built in | Limited or add-on | Not available |
| AI written discovery — drafts responses from defense PDFs | Built in | Not available | Not available |
| Your documents stay in your own Microsoft 365 tenant | Built in | Not available | Limited or add-on |
| Live statute-of-limitations countdown | Built in | Limited or add-on | Not available |
| Built-in conflict checks | Built in | Limited or add-on | Not available |
| Firm calendar with two-way Outlook sync | Built in | Limited or add-on | Not available |
| Full activity audit trail & role-based access | Built in | Built in | Not available |
| Full AI-powered platform, per user / month | $59 | $65–99 | — |
Competitor pricing based on publicly listed per-seat rates; CaseLumen Professional $59/seat. Comparison reflects typical capabilities, not any single product.
Documents live in your firm's own Microsoft 365 SharePoint. CaseLumen integrates with your storage instead of taking custody — so your data, and your clients' privilege, stay yours.
Settlement waterfalls, IOLTA trust ledgers, lien and referral-fee tracking, and damages by period are modeled in — not bolted on. No spreadsheets, no generic 'matters'.
Written discovery drafted from messy defense PDFs, deadlines that are never invented, and every draft reviewed by an attorney before it is final. Your case data is never used to train AI models.
See the difference for your firm
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