Family law case management software that tops up the retainer before you work for free.
Family law runs on money your client has already given you, drawn down month by month. CaseFuze watches every client balance against its floor and asks for the top-up before you work for free.
You find out the retainer is empty when you invoice.
A custody fight runs eighteen months and the trust balance falls the whole way. If nobody is watching the floor, you discover the shortfall after the hearing you already prepared for. CaseFuze checks the balance as time posts and flags the matter while there is still something in the account.
- Replenishment triggers per client. Set the floor once. When a balance drops through it, the matter flags and the request goes out with the current figure already filled in.
- Time drawn against the right balance. Hours post to the matter and reduce the client trust balance as you earn them, so the ledger is current rather than reconstructed at month end.
- The client can see it too. The portal shows what they paid in, what you have earned, and what is left, which settles most billing arguments before they start.
Client trust balances
1 below floorInvoice 2214 · Hollis
DraftYour client reads every line of this one.
A divorce client is paying for a fight they did not choose, out of money that now has to cover two households. They read the invoice, and a block entry that says "various correspondence, 2.4" reads to them like a number you invented. Entries written the day the work happened hold up. Entries reconstructed on Friday from memory are where fee disputes start.
- Log the call as you hang up. Start a timer from your phone, or post six minutes against the matter in the parking lot outside the courthouse.
- Entries a client can follow. Date, task, matter, and who did it, so the person paying can see what the hour bought.
- Time reduces the trust balance as it posts. The ledger is current on the 14th, not rebuilt at month end when the shortfall is already three weeks old.
Built for the matter that lasts eighteen months.
Temporary orders, financial disclosure, a parenting plan, and a client who calls on Sunday.
Conflict check before the consult
Family law client intake starts here: one search across every matter, party, and opposing spouse the firm has touched. A consultation you take by accident is a disqualification you cannot undo, and family law generates more of them than any other practice.
Hearings and temporary orders
Every appearance, response deadline, and review date on one calendar with the matter attached. Warnings reach the paralegal too, not only the attorney who opened the file.
Financial disclosure, collected
Request the tax returns, the pay stubs, and the account statements through the portal, then open the matter to see which three of eleven items have not arrived.
Parenting plans from templates
Assemble the plan, the affidavit, and the proposed order from templates that pull the parties, the children, and the case number off the matter instead of a find-and-replace pass.
Trust accounting included
Per-client ledgers, three-way reconciliation against live bank feeds, and a block on any withdrawal that would overdraw a client. In the $49 plan.
The conversation lives on the file
Emails, texts, and call notes attach to the matter. When the question is what the other side agreed to on the 14th, the answer is not in somebody's personal inbox.
The file on your phone
Pull the balance, the next date, and the last thing you told the client while you are standing in the hallway waiting for the judge.
An AI agent on the file
Ask what the financial affidavit says about the rental income, or draft the status letter the client has asked for twice. Every model it uses retains nothing.
Which matters actually pay
Realization rate by attorney, fee per matter type, and the files that ran past their retainer and never caught up. Usually the same three every quarter.
Eleven documents, from a client who has stopped answering the phone.
Disclosure stalls on the things only your client can produce. You send the list, they send four of eleven, and the rest arrives the week the hearing is set. CaseFuze puts the list on the matter, sends the reminders on its own schedule, and shows you what is missing per client rather than per email thread you have to go find.
- They upload, you do not chase. The portal shows the client what is outstanding and takes a photograph of a pay stub from a phone.
- Everything filed against the matter. Statements, appraisals, and the opposing side's production sit in one place with version history, not in a folder tree three people name differently.
Financial disclosure
3 outstandingReading and features for family law firms.
Run your family law practice on one platform.
Everything above is in the $49 plan. No tiers and no add-ons.