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CaseQube

AI-Powered Legal Intelligence—From Intake to Invoicing

Overview

CaseQube is an AI-powered legal practice management platform that connects every step of your workflow—from client intake to invoicing. Designed for law firms of all sizes, it combines matter management, document automation, prebilling & full accounting.

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  • 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.

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.

Categories

Business Needs
Project Management
Accounting
Time & Expense
Industries
Financial Services
Government
Professional Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder

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