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Caseagent
What Caseagent is
Caseagent is web-based legal case management software built around an AI agent for law firms. The agent reads matter documents, builds a chronology and identifies issues in a case file. It drafts demand letters, motions and discovery requests for attorney review, and prepares legal research memos with citations marked for verification. Caseagent says the agent does not invent case names. Dates found in a matter are placed on a deadline timeline, with escalating reminders until a person confirms them. Every result is first-pass work for a licensed attorney; the agent does not file or send anything without sign-off. Caseagent states that traffic, stored data and backups are encrypted, and that each firm’s matter data is isolated. It says client data is not used to train AI models. Solo starts at $119 a month when billed annually; monthly billing is 149.00 USD. Firm and Practice plans add users and matter capacity, while Enterprise includes SSO/SAML, role permissions, audit logs, SLA and DPA provisions, with custom pricing.
Who it suits
Caseagent is aimed at solo practitioners, small firms, mid-size firms and legal operations with 50 or more lawyers. It suits attorneys who want document-based drafting, research and deadline tracking while retaining approval control.
What it does well
- Builds chronologies from matter documents
- Drafts legal documents for attorney review
- Tracks deadlines with escalating reminders
- Encrypts traffic, data and backups
- Enterprise offers SSO/SAML and audit logs
What to know first
- No free plan
- No free trial
- Attorney sign-off remains required
Limits
The Solo plan allows one attorney and 25 active matters. Caseagent has no free plan or free trial.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo | $149/mo billed monthly; $119/mo billed yearly ($1428/year) · 1 attorney · 25 active matters · full AI agent · email support | $149 a month |
| Firm | $399/mo billed monthly; $319/mo billed yearly ($3828/year) · Up to 5 users · 150 active matters · shared matters and assignments · priority email support | $399 a month |
| Practice | $899/mo billed monthly; $719/mo billed yearly ($8628/year) · Up to 15 users · unlimited active matters · role-based permissions · priority support | $899 a month |
| Enterprise | Talk to sales; custom invoicing, monthly or yearly · 50+ lawyers / legal ops · unlimited users and active matters · SSO/SAML · audit logs · SLA and DPA · dedicated onboarding | On request |
As caseagent.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Open caseagent.com
- Choose Solo, Firm, Practice, or Enterprise based on team size
- Select monthly or yearly billing where offered
- Bring matter documents into a case
- Review AI outputs and confirm deadlines as a licensed attorney
Verdict
Caseagent combines matter-file analysis, drafting, research and deadline monitoring in a web service. Its outputs remain attorney-reviewed work product rather than unsupervised filings or messages.
Questions
How much does Caseagent cost?
Solo is $149 a month billed monthly or $119 a month billed yearly ($1428/year). Firm is $399.00 monthly or $319.00 yearly; Practice is $899.00 monthly or $719.00 yearly. Enterprise uses sales-based pricing.
Is there a free plan or trial?
No. Caseagent lists neither a free plan nor a free trial.
Which platforms does Caseagent support?
Caseagent is available on the web.
What does the AI agent do?
It reads matter files, builds chronologies, spots issues, drafts documents, prepares research memos, and tracks deadlines.
Does an attorney approve the work?
Yes. Outputs are first-pass work product for a licensed attorney, and the agent does not file or send anything without sign-off.
What security and enterprise controls are listed?
Caseagent states that traffic, stored data, and backups are encrypted and matter data is isolated by firm. Enterprise includes SSO/SAML, role-based permissions, audit logs, SLA and DPA provisions, and dedicated onboarding.
Facts from Caseagent's own pages
- AI data use
- The maker says client data is never used to train AI models and public demo inputs are processed for the session and discarded without database storage. · caseagent.com, 9 Oct 2026
- Attorney approval
- Every output is first-pass work product for a licensed attorney, and the agent does not file or send anything without attorney sign-off. · caseagent.com, 9 Oct 2026
- Audience
- The pricing page describes Solo for solo practitioners, Firm for small firms, Practice for mid-size firms, and Enterprise for 50+ lawyers or legal operations. · caseagent.com, 9 Oct 2026
- Case analysis
- The agent reads matter documents, builds a chronology, and spots issues in the case file. · caseagent.com, 9 Oct 2026
- Compliance
- Caseagent says it is not yet SOC 2 audited and makes no compliance certification claims. · caseagent.com, 9 Oct 2026
- Deadlines
- Dates found in the matter are placed on a deadline timeline with escalating reminders until a human confirms them. · caseagent.com, 9 Oct 2026
- Drafting
- It drafts demand letters, motions, and discovery requests from the case file for attorney review. · caseagent.com, 9 Oct 2026
- Enterprise controls
- Enterprise includes SSO/SAML, role-based permissions, audit logs, and SLA and DPA provisions in Enterprise agreements. · caseagent.com, 9 Oct 2026
- Integrations
- The pages reviewed describe case file ingestion and an agent inside the matter but do not name third-party integrations. · caseagent.com, 9 Oct 2026
- Product
- Caseagent describes itself as legal case management software with an AI agent that reads case files, drafts documents, researches case law, and tracks deadlines for law firms. · caseagent.com, 9 Oct 2026
- Research
- It produces legal research memos with citations flagged for verification and says it never invents case names. · caseagent.com, 9 Oct 2026
- Security
- Caseagent states that traffic is encrypted with TLS, stored data and backups are encrypted at rest, and firms' matter data is isolated. · caseagent.com, 9 Oct 2026
- Support
- Solo includes email support, Firm includes priority email support, and Practice includes priority support. · caseagent.com, 9 Oct 2026
Where Caseagent stands on Freedom251
- Family Law Software#5 of 15
- Legal CRM Software#19 of 34