Freedom251 › Legal Intake Software
CaseGen
What CaseGen is
CaseGen is a web-based AI receptionist and intake platform built for law firms and attorneys. Its agents answer inbound calls around the clock, filter unwanted calls, handle new leads, existing clients, and third parties, and can route high-value leads for live transfer. They follow up with prospects to collect case details and can text clients to gather case photos and documents. For personal injury matters, Maya tracks medical treatment, and an agent can contact medical providers about treatment status. Call tools include analytics, case summaries, real-time transcripts, and playback. CaseGen lists integrations including Filevine, Clio, PracticePanther, Smokeball, and MyCase. Firms using Vonage, RingCentral, or another phone system can forward calls to an assigned CaseGen number. Pricing is customized to call volume, billed per call month to month, and includes an implementation fee. CaseGen says it supports call handling and intake workflows, not legal advice, and does not guarantee business outcomes.
Who it suits
CaseGen is intended for law firms and attorneys seeking call handling and intake workflows. It is not a lead-generation company and does not provide legal advice.
What it does well
- Answers and routes calls around the clock.
- Can collect case details, photos, and documents.
- Call records include transcripts and playback.
- Lists integrations with legal case systems.
- Month-to-month billing is listed.
What to know first
- Pricing is customized to call volume.
- An implementation fee applies.
- CasePeer does not offer an API for integrations.
- The platform does not provide legal advice.
Limits
Pricing is customized to call volume, billed per call month to month, and includes an implementation fee based on setup. CaseGen says it does not provide legal advice or guarantee business outcomes.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom plan | Month to month; billed per call · Pricing customized to call volume · implementation fee based on setup | On request |
As casegen.ai lists them, read 3 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the CaseGen website.
- Forward calls from Vonage, RingCentral, or another phone system to an assigned CaseGen number if applicable.
- Work with CaseGen’s team on onboarding and CRM configuration.
- Set up practice-area call flows for inbound and outbound systems.
- Choose a month-to-month arrangement billed per call, with an implementation fee.
Verdict
CaseGen focuses on receptionist and intake tasks for law firms, with call records, follow-up, and listed case-system integrations. Firms should account for customized per-call pricing and an implementation fee.
Questions
What does CaseGen cost?
Pricing is customized to call volume and billed per call month to month. An implementation fee applies, based on setup.
Which platform does CaseGen support?
CaseGen is web-based.
Which integrations does it list?
Integrations include Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball, and MyCase. CaseGen says CasePeer does not offer an API for integrations.
Can a firm keep its existing phone system?
Firms using Vonage, RingCentral, or another phone system can forward calls to an assigned CaseGen number.
How long does onboarding take?
CaseGen says most firms are ready to launch within 14 days, with its team managing onboarding and CRM configuration. Its homepage says practice-area call flows can be live in seven days or less.
Does CaseGen provide legal advice?
No. CaseGen says it supports call handling and intake workflows, does not provide legal advice, and does not guarantee business outcomes.
Facts from CaseGen's own pages
- 24/7 receptionist
- Its AI agent answers inbound calls, filters unwanted calls, completes intakes, and handles existing client calls around the clock. · casegen.ai, 3 Oct 2026
- Call handling
- CaseGen answers and routes calls from new leads, existing clients, and third parties, and can flag high-value leads for live transfer. · casegen.ai, 3 Oct 2026
- Call records
- The platform provides call analytics, case summaries, real-time transcripts, and call playback. · casegen.ai, 3 Oct 2026
- Document collection
- CaseGen can follow up by text to collect case photos and documents. · casegen.ai, 3 Oct 2026
- Headquarters
- Irvine, California, United States · casegen.ai, 28 Sept 2026
- Implementation
- The homepage says practice-area call flows can be set up for inbound and outbound systems and live in 7 days or less. · casegen.ai, 3 Oct 2026
- Integration limit
- CaseGen says CasePeer does not offer an API for integrations. · casegen.ai, 3 Oct 2026
- Integration limitation
- The site says CasePeer does not offer an API for integrations. · casegen.ai, 3 Oct 2026
- Integrations
- The company lists integrations including Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball, and MyCase. · casegen.ai, 3 Oct 2026
- Intended users
- CaseGen says it is built exclusively for law firms and attorneys and is not a lead-generation company. · casegen.ai, 3 Oct 2026
- Lead follow-up
- Its AI agents follow up with prospects and collect case details, and Maya tracks medical treatment for personal injury clients. · casegen.ai, 3 Oct 2026
- Legal limitation
- The site says CaseGen supports call handling and intake workflows, does not provide legal advice, and does not guarantee specific business outcomes. · casegen.ai, 3 Oct 2026
- Legal scope
- CaseGen states that its platform assists with call handling and intake workflows, does not provide legal advice, and does not guarantee business outcomes. · casegen.ai, 3 Oct 2026
- Maker background
- The company says it was built with legal and growth expertise, including personal injury experience and more than 15 years of law-firm growth work. · casegen.ai, 3 Oct 2026
- Medical coordination
- Its agent follows up with medical providers about clients’ treatment status. · casegen.ai, 3 Oct 2026
- Onboarding
- CaseGen says most firms are ready to launch within 14 days and that its team manages onboarding and CRM configuration. · casegen.ai, 3 Oct 2026
- Phone setup
- The company says firms using Vonage, RingCentral, or another phone system can set up by forwarding calls to an assigned CaseGen number. · casegen.ai, 3 Oct 2026
- Phone systems
- The site says firms using Vonage, RingCentral, or another phone system can set up by forwarding calls to their assigned CaseGen number. · casegen.ai, 3 Oct 2026
- Pricing terms
- Pricing is customized to call volume, billed per call, and offered month to month without long-term contracts; an implementation fee applies. · casegen.ai, 3 Oct 2026
- Product
- CaseGen is an AI receptionist and intake platform built for law firms, handling calls and intake workflows 24/7. · casegen.ai, 3 Oct 2026
- Target users
- CaseGen describes itself as a voice AI platform built exclusively for law firms and attorneys. · casegen.ai, 3 Oct 2026
- Text collection
- CaseGen can follow up by text to collect case photos and documents. · casegen.ai, 3 Oct 2026
Where CaseGen stands on Freedom251
- Legal Intake Software#12 of 25