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Knowledge base
Everything about running your firm on CaseFuze.
Guides, answers, and how-tos across every part of the platform. Search a topic or browse by area.
Browse by area
Pick a topic.
Case & matter management →
Organize matters, deadlines, notes, and documents on one timeline.
Client intake →
Capture leads, run conflict checks, and open matters fast.
Time tracking →
Capture every billable minute and send it straight to invoicing.
Billing & invoicing →
Generate invoices, batch bill, and get paid online.
Payment processing →
Card and ACH payments routed to the right account.
Trust accounting (IOLTA) →
Three-way reconciliation, Plaid feeds, and overdraft prevention.
Document management →
Version control, templates, e-sign, and full-text search.
E-signature →
Send legally binding signatures tracked to the matter.
Legal tools →
Date calculators, document assembly, and a client portal.
Reporting & analytics →
Realization, collections, profitability, and productivity.
Staff management →
Roles, permissions, PTO, and productivity in one place.
AI agent →
HIPAA-compliant models connected to your firm data, with zero retention.
Online focus groups →
Test your case on one participant or thousands, with AI analysis.
Integrations →
Plaid bank feeds, payments, and an open API.
Security & compliance →
SOC 2 Type II, encryption, HIPAA, and US hosting.
Data migration →
Move your matters, contacts, and trust balances, verified.
Pricing & billing →
One plan at $49 per user, everything included.
Nothing in the knowledge base matches that. Try another term, or ask our team.
Step-by-step
Guides.
How to actually do the work: trust reconciliation, disbursement, intake, conflict checks, switching software, and what changes as the firm grows.
How to disburse a personal injury settlementThe order the eight steps have to happen in, and the three that end careers.What goes on a settlement statementLine by line, from gross recovery down to net to client.How to reconcile an IOLTA accountThe three-way reconciliation, step by step, and how to find the difference when it breaks.Do flat fees belong in the trust account?Unearned versus earned on receipt, what your state probably requires, and how to draw the fee down.Payment plans that actually collectStructuring installments, holding the unearned part in trust, and what to do when one goes quiet.Is ChatGPT HIPAA compliant for law firms?What HIPAA actually asks of a law firm, what your ethics rules ask, and what to check before uploading a record.How to run an online mock juryRecruiting the panel, presenting the evidence, writing questions that reveal something, and reading the result.What a trial focus group costsWhere the money goes in a traditional panel, and how to test a case on a smaller budget.How to switch case management softwareWhat to move, in what order, and how to prove the trust balances arrived intact.What free migration actually coversThe nine questions to ask any vendor before you believe the word free.Do you actually need case management software?The five conditions that decide it, and why "not yet" is a real answer.Software vs spreadsheets and Google DriveWhere the DIY stack genuinely works, and the three jobs it cannot do.Why carriers reject LEDES invoicesFormat failures, guideline reductions, and the appeal that is worth writing.How to build a client intake processSeven steps from first contact to open matter, and the two places leads leak.How to run a conflict check properlyWho belongs in the search, when to run it, and what to record afterwards.Building your own case management systemWhat the DIY stack does better, what maintenance actually costs, and where to draw the line.QuickBooks and law firm trust accountingThe structural gap, what the workarounds cost, and why bookkeeping is built in instead.What changes as your firm growsSolo, small, mid-size and multi-state: which problem you are solving now, and which arrives next.Can AI summarize medical records?The chronology, the billing and the gaps, and the ten lines you check before trusting two hundred.Can AI write a demand letter?The six things a demand has to carry, and the five-minute check before it goes out.Which software has AI built in?Four things called the same name, and the one question that separates them.What legal AI actually costsPer seat, per credit, per document or included, and the five costs left off the comparison page.Using AI without exposing client dataWhat is safe to type, what re-identifies a client, and the five decisions to make this week.How to export your data from your current softwareMenu paths for Clio, MyCase, Filevine, PCLaw and 34 more, and what each export leaves out.
By practice
Practice areas.
What the platform does differently depending on the work your firm takes on.
Popular questions
Frequently asked.
What is CaseFuze, and how does it help my firm?
CaseFuze is all-in-one legal practice management: case tracking, billing, IOLTA trust accounting, document management, staff tools, and workflow automation in one platform. It runs firms of every size, from one solo attorney to a multi-state practice with a thousand users and more, on the same plan. One system means more billable hours captured, fewer missed deadlines, and compliance you don't have to chase, all at $49 per user.
What does CaseFuze connect to today?
Read-only Plaid bank feeds, card and ACH payment processing, and an open API for anything custom. Bookkeeping is built in rather than integrated: bank transactions are split and applied to matters inside CaseFuze, so there is no separate ledger to keep in agreement. Google Workspace and Microsoft 365 email and calendar are in build, with cloud storage after them.
What's included in the $49 per user plan?
Everything: matter management, automated workflows, IOLTA trust accounting with three-way reconciliation, billing and invoicing, document management with e-signatures, and HR and staff management. Matters and storage are unlimited, and the app installs on every device your firm uses. No add-ons, no tiers, and no per-matter or per-client fee. Card and ACH payment processing is billed separately at 2.75%, or 2.25% at volume.
Is there a free trial?
There can be. Contact us to see how you can use our app for free. Conditions apply. Otherwise it is $49 per user, per month, with every feature on and migration and onboarding included.
How secure is my data?
Your data is protected with bank-grade security and encryption in transit and at rest, with access controlled and logged. See our Security page for the full detail.
How hard is it to switch from another system?
Not hard. Migration is free, with a dedicated onboarding specialist and import tools for your matters, contacts, invoices, and trust balances, and zero downtime during the move.
Can I use CaseFuze on my phone?
Yes. CaseFuze is a progressive web app: open it in the browser on your phone and install it to the home screen, where it opens and behaves like any other app. There is nothing to download from an app store and nothing for your IT person to deploy, and it installs the same way on iPhone, iPad, Android, Windows and Mac. The whole platform is reachable from a phone, though the heavier work like a billing run or a month-end reconciliation is still easier on a full screen.
Is the AI safe to use with client files?
Yes. You choose from models across several providers, and every one of them runs under HIPAA-compliant terms with no data retention. Your prompts, uploads, and matter data are not stored by the models and are never used to train them. See the AI agent page for detail.
What can I do with online focus groups?
Build a group of one participant or several thousand, present video, documents, and photos, and ask true/false, multiple choice, and long-answer questions. Video responses collect timestamped emoji reactions, and the AI helps you pick participants, write the questions, and interpret what came back. The software is included at $49 per user, with no per-study fee for the platform itself. Paying the panel is separate: you compensate the participants, whether you recruit them from your own contacts or have CaseFuze supply them for an additional fee.
Every question and answer on this site is collected in one file at /llms-full.txt.
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