Case document management that keeps every file with its matter.
Case document management with version control, templates, and full-text search across every file the firm holds.
Stop hunting through shared drives.
Documents are attached to the matter they belong to, versioned, and searchable by their contents.
- Always in context. Files open from the matter they relate to.
- Never lost. Version history and backups protect every draft.
- Generated, not retyped. Templates pull from matter data.
Rivera v. Hollis · files
14 docsBuilt for the way legal documents actually pile up.
Tag, version, generate, and secure every file without a folder maze.
Tag it once, find it anywhere
Skip rigid folders and tag documents with as many labels as fit. One file can be medical records, a doctor's name, and damages at once, and turn up under any of them.
Version control that works
Upload a new version and CaseFuze keeps both. You can see what changed, who changed it, and when it happened.
Email straight to the file
Forward an email into CaseFuze and it attaches to the right case. The system reads the subject and content to suggest the matter, and saves any attachments to the library.
Templates and assembly
Generate letters and pleadings with mail merge, conditional sections, and calculated fields. Answer a few questions and a formatted document assembles itself.
Collaborate without clobbering
Check a document out to edit and it locks for everyone else. Make your changes, check it back in, and no one overwrites another person's work.
Secure storage and retention
Bank-level encryption protects every file in transit and at rest, with unlimited storage and retention schedules that flag closed matters when their period ends.
Every file, on your phone
Install CaseFuze to your home screen from the browser and pull up any document in the courtroom or a client meeting. The full library travels with you, searchable, without a laptop or a printout.
Discovery review
42 flaggedKnow exactly what has been reviewed, and by whom.
Mark documents as discovery with one click and filter to see only those files. CaseFuze tracks who reviewed each one and when, so nothing sits unread before a deadline.
- Discovery flag. Tag any document as discovery and filter to the full set in a click.
- Review tracking. See which staff reviewed each document and on what date.
- Clear status. Mark each item reviewed, needs review, or flagged for follow-up.
The whole document lifecycle, in one place.
Generate or upload
Assemble a document from matter data, or drop in an existing file.
Edit together
Check it out to work on it, then check it back in with the version saved.
Send for signature
Mark the signature fields and route it to clients or opposing parties.
Files to the matter
The signed version saves back to the case file automatically.
The specifics.
- Storage
- Unlimited
- Versioning
- Full history, with rollback
- Search
- Full text, inside the documents themselves
- Templates
- Assembled from matter data
- Mobile
- The whole library on the phone, installed from the browser
- Built for
- One solo attorney up to a 1,000-plus user multi-state firm, on the same plan
- Included in
- The $49 per user, per month plan — there is no tier above it
- Free access
- Contact us · conditions apply
- Works on
- Any device with a browser. Installs from the browser on iPhone, iPad, Android, Windows and Mac, with no app store
Better together.
Ready to see document management in action?
It’s included in the $49 plan, with every other CaseFuze feature.