Built for how PI firms actually run
General-practice case managers treat your file as a generic "matter," specialist platforms get expensive fast, and spreadsheets cannot touch trust accounting or discovery. CaseLumen is purpose-built for contingency work — more capable than the alternatives, at a price that undercuts the PI specialists.
Built for billable hours and “matters,” not SOL countdowns, settlement waterfalls, or plaintiff discovery.
Often list $65–99+ per seat, with quote-based pricing and modules that stack cost.
Work until the first missed deadline, IOLTA mess, or discovery set you re-key by hand.
More capable — and less expensive
A side-by-side of what plaintiff firms actually need, and where each option lands.
Purpose-built for contingency & PI — IOLTA trust, liens, settlement waterfall
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Not available
AI written discovery — drafts responses from defense PDFs
- 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
Live statute-of-limitations countdown
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Limited or add-on
Built-in conflict checks
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Limited or add-on
Firm calendar with two-way Outlook sync
- CaseLumen
- Built in
- PI platforms
- Limited or add-on
- Generalist
- Limited or add-on
Full activity audit trail & role-based access
- CaseLumen
- Built in
- PI platforms
- Built in
- Generalist
- Not available
Full AI-powered 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, settlement waterfall | Built in | Built in | 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 | Limited or add-on | Not available |
| Live statute-of-limitations countdown | Built in | Built in | Limited or add-on |
| Built-in conflict checks | Built in | Built in | Limited or add-on |
| Firm calendar with two-way Outlook sync | Built in | Limited or add-on | Limited or add-on |
| Full activity audit trail & role-based access | Built in | Built in | Not available |
| Full AI-powered 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.
When CaseLumen is the better fit
Honest criteria — not every firm needs us, but these ones usually do.
- You run contingency or personal-injury work and are tired of bolting PI workflows onto a general CMS
- You want documents and calendar in your own Microsoft 365 tenant — not a vendor file vault
- You need IOLTA trust, liens, and settlement waterfalls without living in spreadsheets
- You want AI that drafts written discovery from defense PDFs, with an attorney in the loop
- You want specialist capability without specialist list pricing
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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