Built for how PI firms actually run
Three things most legal software will not do in one product: draft written discovery from a defense PDF, keep the settlement waterfall and IOLTA ledger on the case, and leave your documents in your own Microsoft 365. That is CaseLumen — at $59/seat, not a custom quote.
60-day free trial · No credit card · Full product, including AI and IOLTA · Contact sales
$59
per seat / month on Professional
60 days
free trial, no credit card
Included
IOLTA, settlements, and AI discovery
Your tenant
Case files stay in Microsoft 365
We got tired of software not built for PI
Generic case managers are for billable hours. The PI platforms quote you, then nickel-and-dime IOLTA and AI. So we built CaseLumen inside a California practice, on live files — one system for the docket we actually had to run.
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.
Where we pull ahead
PI specialists already do IOLTA and SOL. CaseLumen adds written-discovery AI, files in your Microsoft 365, and a published $59 seat that includes both.
Purpose-built for contingency & PI — IOLTA trust, liens, settlement waterfall
AI written discovery — drafts responses from defense PDFs
Case files stay in your own Microsoft 365 tenant
Live statute-of-limitations countdown
Built-in conflict checks
Firm calendar with two-way Outlook sync
Full activity audit trail & role-based access
Full AI-powered platform, per user / month
| 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 |
| Case files stay in your own Microsoft 365 tenant | Built in | Limited / add-on | Not available |
| Live statute-of-limitations countdown | Built in | Built in | Limited / add-on |
| Built-in conflict checks | Built in | Built in | Limited / add-on |
| Firm calendar with two-way Outlook sync | Built in | Limited / add-on | Limited / 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 October 2026 — several are quote-based and priced higher. CaseLumen Professional is $59/seat. Reflects typical offerings, not any single product.
What $59 actually includes
On Professional these are the product — not a second SKU, not a quote.
- Case and intake management with live SOL countdown
- Conflict checks, parties, and referral-source tracking
- Microsoft 365 SharePoint folders and Outlook calendar sync
- IOLTA trust ledger and settlement waterfalls (fees, costs, liens, net to client)
- AI Written Discovery from defense PDFs, attorney in the loop
We do not nickel-and-dime IOLTA or AI on Professional. We also will not pretend unfinished work is for sale:
- Client portal — on the roadmap, not in the product today
- SAML SSO — Enterprise, still coming soon
- Google Workspace documents/calendar — Microsoft 365 today
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 case files and calendar in your own Microsoft 365 tenant — not a vendor document store
- 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
Case folders live in your firm's own SharePoint and dates sync to Outlook. Matter data lives in CaseLumen. We integrate with your file vault rather than replacing it.
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. Drafts stay in review until your team finalizes them. Your case data is never used to train AI models.
Why-CaseLumen FAQs
Those platforms can run PI. The gaps firms feel are written discovery from defense PDFs, documents that stay in the firm’s own Microsoft 365 tenant, and a published $59 seat that already includes IOLTA and AI — not a quote and a stack of modules.
It is built for contingency and plaintiff PI. If your docket is mostly hourly general practice, a generalist CMS is usually the better fit.
No. Case folders live in your firm’s SharePoint and dates sync to Outlook. Case data (parties, deadlines, the trust ledger) lives in CaseLumen. Cost receipts are stored by CaseLumen; client uploads are staged briefly, then moved into SharePoint.
Written discovery runs through Anthropic’s API under terms that do not use your data to train models. Drafts and suggested dates stay in review until someone on your team confirms or finalizes them. You can turn AI off for the firm.
Case and intake management, Microsoft 365 documents and calendar, Case Financials (IOLTA, settlements, liens), and AI Written Discovery. Client portal and SAML SSO are not shipped yet.
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.
See the difference for your firm
Start a 60-day free trial — no credit card required.
Or contact sales.