CaseQube
By Law Accounting LLC
- Rating
- 4.9
- Reviews
- 13
- Pricing
- Paid
- From $500 per company per month
- Listed since
- 2023
About CaseQube
AI-Powered Legal Intelligence—From Intake to Invoicing
CaseQube is an AI-powered legal practice management solution built on Salesforce to give law firms a single secure platform for the entire client lifecycle. From the moment a client is onboarded to the time invoices are paid, CaseQube streamlines every process with automation and intelligence.
Key Capabilities: AI-Driven Intake & Matter Management: Automate client onboarding, apply rule-based workflows, and use intelligent conflict checks for faster, smarter decisions.
Document Management & Generation: Store, organize, and generate documents securely with dynamic templates and e-signature support.
Personal Injury & Specialized Workflows: Pre-built automations for PI, immigration, family law, and more—including settlements, liens, and task tracking.
AI-Enabled Prebilling & Flexible Billing Models: Reduce errors and speed up review with AI-powered prebill suggestions; support hourly, flat fee, or hybrid billing.
Integrated Payments & Trust Accounting: Accept payments seamlessly with built-in gateways and manage trust accounts compliantly.
Comprehensive Accounting & Reporting: General ledger, AR/AP, reconciliations, and advanced analytics—all within Salesforce.
Highlights
- Intelligent Intake AI-powered client intake that automates onboarding and ensures conflict checks are accurate and fast.
- Matter Management Centralize every matter with rule-based workflows, deadlines, and task automation tailored to practice areas.
- Rule Manager & Task Automation Streamline assignments, reminders, and compliance with smart task management built directly into matters.
- Document Generation Create error-free documents instantly using dynamic templates and e-signature support.
- Secure Document Management Organize, share, and control access to files with Salesforce-level security—even down to folder permissions.
- AI-Enabled Prebilling Catch billing errors early with AI review, speeding up approvals and ensuring accuracy.
- Accounting & Payments Manage trust and operating accounts, reconcile banks, and collect client payments seamlessly.
Screenshots and videos
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Pricing
Paid, from $500 per company per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $500 per company | Monthly |
$250 USD per company per month + $50 USD per user per month
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Government Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 21, 2022
- Industries
- Financial Services
- Government
- Professional Services
- Languages
- English