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CaseQube
AI-Powered Legal Intelligence—From Intake to Invoicing
- Industries
- Financial ServicesGovernmentProfessional Services
- Business Need
- Project ManagementAccountingTime & Expense
- Requires
- None
- Compatible With
- Sales CloudService CloudGovernment Cloud
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudGovernment Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Law Accounting/ver 1.0 1.0.0
- Listed On
- 01/17/2023
- Latest Release
- 01/17/2023
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App Builder
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 33Custom Tabs: 24Custom Apps: 1
- Lightning Components
- Global: 28App Builder: 15Community Builder: 9
- Languages
- English
Security
Additional Details
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.