Insurance defense case management software that gets the LEDES invoice paid the first time.
You do not bill a client, you bill a carrier, and the carrier has an opinion about task codes, block billing, and what your paralegal is allowed to charge for. CaseFuze puts the codes on the entry as you write it and exports LEDES that passes.
The invoice was fine. The format was not.
Defense work gets reduced twice: once when a line is written the way you would write it for a paying client, and again when the e-billing system rejects the file for a code it did not recognise. Both are avoidable at the point of entry, which is the only point where fixing them is cheap. CaseFuze asks for the task and activity code when the time is logged, not when the invoice is due.
- UTBMS codes on the entry, not the invoice. Pick the task and activity code as you record the time. The person who did the work is the person who knows which code it was.
- LEDES 1998B out of the box. Export the format your carrier e-billing system expects rather than rebuilding it in a spreadsheet every month.
- Budgets tracked per matter. Most panel guidelines require a budget and then hold you to it. Watch fees against it while there is still time to ask.
LEDES export · Hartwell claim
ValidatedReductions this quarter
3 appealedYou find out what the carrier cut sixty days later.
Reductions arrive as a line on a remittance long after the work, usually citing a guideline nobody at the firm has read since the panel agreement was signed. By then the entry is stale, the associate who wrote it has moved on, and appealing costs more than the line is worth. So most firms absorb it and never learn which habit is costing them.
- Reductions recorded against the reason. Every cut line keeps the guideline the carrier cited, so the pattern is visible rather than anecdotal.
- Appeal from the original entry. The narrative, the code, and the date are still on the matter, which is most of the appeal already written.
- Realization by carrier, not just by matter. Some panels pay what you bill and some do not. You should be able to say which.
Built for billing somebody who is not your client.
Panel guidelines, task codes, budgets, and four carriers who each want it differently.
UTBMS codes at the point of entry
Task and activity codes are picked when the time is logged, by the person who did the work. Coding a month of entries afterwards is how wrong codes and block billing get in.
LEDES 1998B export
Produce the file the carrier's e-billing system expects, validated before it goes, so a rejection is not the first time you learn a field was malformed.
Budgets that warn before they breach
Panel counsel guidelines usually require a phase budget and then treat an overrun as your problem. Watch fees against the approved figure while there is still time to request an amendment.
Block billing caught before submission
A single entry covering four tasks is the most commonly reduced line in defense billing. It gets flagged at review, when splitting it still costs nothing.
Every panel deadline on one calendar
Answer dates, discovery cutoffs, and dispositive motion deadlines across every file, filtered by carrier or by court, on one calendar the whole defense team sees.
One claim, many matters
Coverage, liability, and a declaratory action can run off the same claim number. Link them so the reporting adds up the way the carrier sees it.
Split billing and allocation
One claim can carry an insured, an excess carrier and a co-defendant who each owe a share. Allocate a line across payers by rule, and send each one an invoice that stands on its own instead of splitting a PDF by hand.
Time from the courthouse
Log the appearance with its task code before you reach the car. Defense work is billed in six-minute increments and reconstructed time is where realization quietly goes.
An AI agent on the claim file
Ask what the policy says about the exclusion, or summarize the plaintiff's medical records. Every model it uses retains nothing and trains on nothing.
Rate tables per panel
Each carrier caps rates differently and by timekeeper level. Hold the agreed rate against the panel so nobody bills a partner rate on a file that does not allow one.
Four carriers, four sets of rules, one firm.
One panel bars travel time. Another allows it at half rate. A third wants a budget amended before you exceed any phase by ten percent, and a fourth will not pay for two attorneys at the same deposition. None of this is in your practice management software, so it lives in somebody's head and leaks the moment they take a week off.
- Guidelines on the matter. The rules that govern a file sit with the file, where the person billing it will actually see them.
- Staffing rules that hold. If a panel pays for one timekeeper at a hearing, the second entry is flagged before it reaches the invoice.
Panel guidelines
Applied to 34 mattersReading and features for insurance defense firms.
Run your insurance defense practice on one platform.
Everything above is in the $49 plan. No tiers and no add-ons.