CaseFuze

1 review

CaseFuze is all-in-one legal practice management software built by practicing attorneys. It combines case and matter management, client intake, time tracking, billing, payment processing, IOLTA trust accounting, document management, e-signature, reporting, and staff management in one platform, so firms can stop piecing together separate tools and spreadsheets. Enter a client once and the details flow through to billing, documents, and trust accounting automatically. Trust accounting is a core strength. CaseFuze connects to your trust account through read-only Plaid bank feeds and keeps book, bank, and every client ledger in agreement with automated three-way reconciliation, flagging discrepancies the moment they appear and producing bar-ready reports on demand. The built-in AI agent lets firms choose from HIPAA-compliant models across multiple providers. It queries live firm data (matters, contacts, invoices, deadlines, trust balances), analyzes uploaded files like medical records, depositions, and contracts, and drafts demand letters, memos, chronologies, and client updates. Nothing is retained or used for model training. CaseFuze also includes online focus groups: run mock trials with one participant or thousands, present video and exhibits, capture timestamped reactions, and let AI help select panelists, write questions, and interpret results. Additional tools include LEDES-ready invoicing and batch billing, conflict checks, date and settlement calculators, document assembly, a client portal, and self-serve analytics for realization, collections, and matter profitability. It runs on desktop, iPhone, iPad, and Android as an installable web app. CaseFuze serves solo attorneys through multi-state firms in personal injury, criminal defense, family law, immigration, and insurance defense. Every feature is included at one flat price of $49 per user per month, with unlimited matters and storage, free data migration, and white-glove onboarding. The platform is SOC 2 Type II and HIPAA compliant, with encryption in transit and at rest.