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CasePlus AI
What it is
CasePlus AI provides AI-assisted client intake software for plaintiff law firms through a website widget and phone line. Its intake collects incident details and scores liability, damages, statute of limitations, jurisdiction, and insurance in real time. Firms can add analysis of accident photos, police reports, and medical records to estimate a settlement or verdict range with reasoning tied to those documents. A separate add-on drafts demand letters from intake conversations, uploaded files, and case value analysis; the drafts include an attorney-review disclaimer. Lead data can be forwarded to Clio, Slack, Zapier, or a custom webhook, and the support page says native Clio integration is live. Starter costs $299 a month and includes up to 100 qualified intakes monthly, English intake, five document uploads per intake, and one attorney login. Professional costs $499 a month and includes unlimited qualified intakes, 29 languages, 20 uploads per intake, and up to 10 team members. New customers can begin a 30-day free trial without a credit card. The widget installs with a script tag. CasePlus says contact details are encrypted at rest, connections use TLS, and certain sensitive numbers and birth dates are scrubbed from transcripts before storage or LLM transmission. It says it does not train AI models on customer data or sell personal information. AI output may be inaccurate and should be reviewed; the service is not legal advice.
For and against
For
- Offers a 30-day trial without a credit card.
- Native Clio integration is live.
- Widget installs with a single script tag.
- Does not train AI models on customer data.
- Scrubs specified sensitive details from transcripts.
Against
- Starter costs $299 a month.
- No free plan is offered.
- AI outputs may be inaccurate and require review.
- Demand letter drafts carry an attorney-review disclaimer.
The verdict
CasePlus AI combines intake and lead scoring with optional document analysis and demand letter drafting. Its outputs require attorney review, and the service is not a substitute for legal advice.
Who it suits
CasePlus AI is intended for plaintiff law firms seeking website or phone-based client intake and lead qualification. It may suit firms that want optional document analysis, demand letter drafting, or lead-data integrations.
Plans and prices
AI Demand Letter Drafting
Unlimited letters · PDF export · HTML copy · inline editing
Read 7 Oct 2026 · caseplus.ai
Client Follow-ups + SMS Updates
Automated email and SMS nurture · status alerts · TCPA compliance features
Read 7 Oct 2026 · caseplus.ai
SEO Content Engine
8 AI-generated blog posts/month · hosted on CasePlus or copy HTML
Read 7 Oct 2026 · caseplus.ai
AI Document Analysis + Case Value
Analyzes accident photos, police reports, and medical records; estimates settlement/verdict range
Read 7 Oct 2026 · caseplus.ai
Starter
Up to 100 qualified intakes/month · English intake · 5 document uploads/intake · single attorney login
Read 7 Oct 2026 · caseplus.ai
Professional
Unlimited qualified intakes · 29 languages · 20 document uploads/intake · up to 10 team members
Read 7 Oct 2026 · caseplus.ai
AI Phone Intake Line
150 calls/month included · $4/call after · 29 languages
Read 7 Oct 2026 · caseplus.ai
Everything Bundle
Professional features · all five add-ons
Read 7 Oct 2026 · caseplus.ai
Enterprise
White-label · SSO/SAML · audit logs · CRM integrations
Read 7 Oct 2026 · caseplus.ai
On the record
- Data and AI
- CasePlus says it does not train AI models on customer data and does not sell personal information.caseplus.ai · read 7 Oct 2026
- Demand letters
- The demand letter add-on drafts letters from intake conversations, uploaded documents, and case value analysis, with an attorney-review disclaimer.caseplus.ai · read 7 Oct 2026
- Document analysis
- The document analysis add-on reads accident photos, police reports, and medical records and estimates a settlement or verdict range with reasoning tied to documents.caseplus.ai · read 7 Oct 2026
- Installation
- The widget installs on a firm website with a single script tag, and the support page lists WordPress, Squarespace, Webflow, Wix, and raw HTML installation instructions.caseplus.ai · read 7 Oct 2026
- Intake and scoring
- Its conversational intake captures incident details and scores liability, damages, statute of limitations, jurisdiction, and insurance in real time.caseplus.ai · read 7 Oct 2026
- Integrations
- Firms can enable integrations that forward lead data to Clio, Slack, Zapier, or a custom webhook; the support page says native Clio integration is live.caseplus.ai · read 7 Oct 2026
- Limitations
- CasePlus states that it is not a law firm or a substitute for legal advice, and that AI outputs may be inaccurate and should be reviewed before use.caseplus.ai · read 7 Oct 2026
- Purpose
- CasePlus AI provides AI-assisted client intake software for plaintiff law firms through a website widget and phone line.caseplus.ai · read 7 Oct 2026
- Security
- The privacy policy says visitor contact information is encrypted at rest with AES-256-GCM, connections use TLS, and detected Social Security numbers, card numbers, and birth dates are scrubbed from transcripts before persistence or LLM transmission.caseplus.ai · read 7 Oct 2026
- Support
- Support is available by email and in-app chat, and the support page says most weekday replies arrive within four business hours.caseplus.ai · read 7 Oct 2026
- Trial
- The pricing page and terms state that new customers receive a 30-day free trial with no credit card required to start.caseplus.ai · read 7 Oct 2026
