Caseagent

Name: Caseagent
Price: 149 USD

Web· paid plans from $149/mo

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Freedom report

One barScore 4.9

Free tierNo free tier
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Caseagent is ranked #23 of 34 in legal CRM software on Freedom251. It runs on Web. There is no free plan. Paid plans start at $149/mo.

Caseagent plans and pricing

All plans

Solo $149/mo $149/mo billed monthly; $119/mo billed yearly ($1428/year) 1 attorney · 25 active matters · full AI agent · email support caseagent.com · 9 Oct 2026

Firm $399/mo $399/mo billed monthly; $319/mo billed yearly ($3828/year) Up to 5 users · 150 active matters · shared matters and assignments · priority email support caseagent.com · 9 Oct 2026

Practice $899/mo $899/mo billed monthly; $719/mo billed yearly ($8628/year) Up to 15 users · unlimited active matters · role-based permissions · priority support caseagent.com · 9 Oct 2026

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 caseagent.com · 9 Oct 2026

Compared on legal CRM software

Free plan: No
Intake forms: No
Lead pipeline: No

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The record

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.
Case analysis: The agent reads matter documents, builds a chronology, and spots issues in the case file.
Drafting: It drafts demand letters, motions, and discovery requests from the case file for attorney review.
Research: It produces legal research memos with citations flagged for verification and says it never invents case names.
Deadlines: Dates found in the matter are placed on a deadline timeline with escalating reminders until a human confirms them.
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.
Integrations: The pages reviewed describe case file ingestion and an agent inside the matter but do not name third-party integrations.
Security: Caseagent states that traffic is encrypted with TLS, stored data and backups are encrypted at rest, and firms' matter data is isolated.
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.
Compliance: Caseagent says it is not yet SOC 2 audited and makes no compliance certification claims.
Enterprise controls: Enterprise includes SSO/SAML, role-based permissions, audit logs, and SLA and DPA provisions in Enterprise agreements.
Support: Solo includes email support, Firm includes priority email support, and Practice includes priority support.
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.
Price from: $149/mo

Where it ranks on Freedom251

Best Legal CRM Software in 2026#23 of 34

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Sources

caseagent.com· checked 9 Oct 2026
caseagent.com/pricing· checked 9 Oct 2026
caseagent.com/how-it-works· checked 9 Oct 2026
caseagent.com/security· checked 9 Oct 2026