Caseagent
Caseagent: A focused AI casework layer, not a lead-management legal CRM. Ranked #29 of 34 in Legal CRM Software by our editors (5.8/10); pricing: Paid; best for firms seeking AI legal document assistance.
At a glance
- Editor score5.8 / 10
- PricingPaid
- Best forFirms seeking AI legal document assistance
- Free planNo
- Paid from$119/mo
- Intake formsNo
- Facts checked20 Sep 2026
Where it wins
- Analyzes case files and generates matter chronologies
- Drafts legal documents, research memos, and client updates
- Adds attorney review gates, deadline timelines, and reminders
Where it doesn't
- Does not provide lead pipelines or intake forms
- No marketing sequences, payments, or billing workflows
- Available on the web rather than across multiple platforms
Our verdict on Caseagent
Caseagent is AI-powered legal case management software for US law firms. It reads matter documents, builds chronologies, drafts legal documents and client status updates, researches case law with citation verification flags, and tracks deadlines for attorney review. Its positioning suits solo practitioners, small firms, mid-size firms, and legal operations teams that need assistance with active matters rather than a lead-centric CRM.
Pricing is organized by firm size and billing term. Solo costs $149 per month with monthly billing or $119 per month with annual billing. It includes the full AI agent, case analysis and chronology, document first drafts, research memos, deadline timelines and reminders, and email support. Firm costs $399 monthly or $319 per month with annual billing, adding shared matters and assignments, a firm-wide deadline calendar, matter templates by practice area, and priority email support. Practice costs $899 monthly or $719 per month with annual billing, adding role-based permissions, priority onboarding, and priority support. Enterprise adds SSO/SAML, audit logs and admin controls, an SLA and DPA, dedicated onboarding, and a security review.
The product’s strongest fit is document-centered casework: it combines analysis, drafting, research support, communication logs, and deadline management while keeping attorney review in the workflow. That makes it a useful complement to an existing practice-management system. It is a poor choice for firms selecting a legal CRM around intake, lead qualification, marketing sequences, referrals, payments, billing, or pipeline management. Teams that need those CRM functions should choose a broader platform; firms prioritizing AI assistance across active matters should consider Caseagent.
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Caseagent pricing
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Caseagent fact sheet
| Free plan | No |
|---|---|
| Paid from | $119/mo |
| Intake forms | No |
| Lead pipeline | No |
| Referral tracking | Not verified |
| Consultation booking | Not verified |
| Lead capacity | Not verified |
| Mobile app | Not verified |
| Email and SMS | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SSO/SAML |
| Support | |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Paid (source) |
| Website | caseagent.com |
| Facts checked | 20 Sep 2026 |
Alternatives to Caseagent
- InterAction+A relationship-focused legal CRM for firms that prioritize referrals and business development.9.1
- Clio GrowA focused legal intake CRM for firms prioritizing lead conversion.8.8
- LawmaticsA broad legal CRM for firms prioritizing automated intake and conversion.8.7
See all Caseagent alternatives →
Also Ranked In
Caseagent is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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