CaseFlow
CaseFlow: A broad legal practice platform for firms that need payments inside case management. Ranked #41 of 43 in Legal Payments Software by our editors (4.4/10); pricing: 14-day trial; best for firms needing payments within case management.
At a glance
- Editor score4.4 / 10
- Pricing14-day trial
- Best forFirms needing payments within case management
- Free planNo
- Paid from$49/seat/mo
- Trust account supportYes
- Facts checked20 Sep 2026
Where it wins
- IOLTA and trust-account ledgers include reconciliation tools
- Client portal supports invoices, documents, and signatures
- Growth and Multi-Practice plans add online payments and recurring billing
Where it doesn't
- No free plan is offered
- Access is provided through the web platform
- Paid plans are billed per seat each month
Our verdict on CaseFlow
CaseFlow is cloud-based legal practice management software for solo practitioners and small US law firms. It combines matter management, deadlines, documents, tasks, client intake, invoicing, estimates, time tracking, IOLTA and trust accounting, payment plans, online payments, a client portal, e-signatures, conflict checking, and audit trails. Firms can also use supervised AI features that work from their own records on the Growth and Multi-Practice plans. The product is designed for practices that want financial workflows connected to matter management rather than a separate payments tool.
Pricing is structured by seat and billed monthly. The Solo Practitioner plan costs $49 per seat per month and includes matter management, invoicing and estimates, time tracking, IOLTA/trust accounting, and a tamper-evident audit log. Firm Growth costs $69 per seat per month and adds a client portal, online Stripe payments, recurring billing, e-signature, Google Calendar sync, and CaseFlow Intelligence. Multi-Practice costs $99 per seat per month and adds conflict management, ethical walls, a lead pipeline, a court-rules deadline engine, Microsoft 365 sync, and Ask CaseFlow. A 14-day trial is available, but there is no free plan.
Its payment coverage includes credit-card and ACH payments through integrated processors, online payments, recurring billing, payment plans, and trust-account reconciliation. Integrations include Stripe, QuickBooks Online, Xero, DocuSign, Google Drive, OneDrive, Dropbox, Google Calendar, Microsoft Outlook/Microsoft 365, Splunk HEC, and JSON webhooks. The web-only platform also includes 24/7 support, reusable Word templates, supervised AI summaries and drafts, and trust-audit exports. Choose CaseFlow when payments, trust accounting, and case operations need to sit together; firms seeking a free product or a non-web platform should look elsewhere.
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CaseFlow pricing
All 3 CaseFlow plans and prices →
CaseFlow fact sheet
| Free plan | No |
|---|---|
| Paid from | $49/seat/mo |
| Trust account support | Yes |
| Payment plans | Yes |
| Client payment portal | Yes |
| ACH payments | Yes |
| Card payments | Yes |
| Legal billing integration | Not verified |
| Reconciliation tools | Yes |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, 2FA |
| Support | Email, Phone, Tickets, Docs · 24/7 |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 11 integrations: Stripe, Google Calendar, Microsoft Outlook/Microsoft 365, QuickBooks Online, Xero, DocuSign … |
| Pricing | 14-day trial (source) |
| Website | caseflow.law |
| Facts checked | 20 Sep 2026 |
CaseFlow integrations
CaseFlow lists 11 integrations on its own site.
- Stripe
- Google Calendar
- Microsoft Outlook/Microsoft 365
- QuickBooks Online
- Xero
- DocuSign
- Google Drive
- OneDrive
- Dropbox
- Splunk HEC
- JSON webhooks
Alternatives to CaseFlow
- LawPayA focused legal payments platform with trust accounting, billing, and broad practice-management integrations.8.8
- Clio PaymentsA Clio-integrated payment layer for firms managing cards, ACH, trust funds, and payment plans.8.7
- CaseFoxA flexible legal billing platform with free payments and paid practice-management depth.8.5
See all CaseFlow alternatives →
Also Ranked In
CaseFlow is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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