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CasePlus AI
What CasePlus AI is
CasePlus AI is web-based client intake software for plaintiff law firms. A website widget and phone line gather incident details and score liability, damages, statute of limitations, jurisdiction, and insurance during the intake conversation. The Starter plan costs $299 a month and allows 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 document uploads per intake, and up to 10 team members. New customers can start a 30-day free trial without providing a credit card. Optional add-ons include client follow-ups and SMS updates, demand letter drafting, SEO content, document analysis with case value estimates, and a phone intake line. Document analysis reviews accident photos, police reports, and medical records, while demand letter drafts draw on intake conversations, uploaded documents, and case value analysis; an attorney should review those drafts. Lead data can be forwarded to Clio, Slack, Zapier, or a custom webhook, and native Clio integration is live. The widget installs on a firm website with a script tag, with instructions for WordPress, Squarespace, Webflow, Wix, and raw HTML. CasePlus says it does not train AI models on customer data or sell personal information. It also says AI outputs may be inaccurate and should be reviewed before use.
Who it suits
CasePlus AI suits plaintiff law firms that want to collect and qualify prospective client intakes through a website widget or phone line. Firms needing document analysis, demand letter drafting, or follow-up tools can add those services to a Professional plan.
What it does well
- Scores key case factors during intake conversations.
- Starter includes up to 100 qualified intakes per month.
- Professional supports 29 languages and up to 10 team members.
- Offers a 30-day free trial without a credit card.
- Can forward lead data to Clio, Slack, Zapier, or a custom webhook.
- Widget installs with a script tag.
What to know first
- No free plan is offered.
- Starter is limited to 100 qualified intakes per month and English intake.
- The phone intake line and several other features require Professional.
- AI outputs may be inaccurate and should be reviewed before use.
Limits
The least expensive listed plan, Starter, costs $299 a month and includes up to 100 qualified intakes per month, English intake, five document uploads per intake, and one attorney login. The 30-day free trial is available to new customers and does not require a credit card to start.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Everything Bundle | Professional plan + all 5 add-ons. · Professional features · all five add-ons | $1,199 a month |
| SEO Content Engine | Requires Professional plan. · 8 AI-generated blog posts/month · hosted on CasePlus or copy HTML | $149 a month |
| AI Document Analysis + Case Value | Requires Professional plan. · Analyzes accident photos, police reports, and medical records; estimates settlement/verdict range | $149 a month |
| Starter | Billed monthly. Cancel anytime. · Up to 100 qualified intakes/month · English intake · 5 document uploads/intake · single attorney login | $299 a month |
| Professional | Billed monthly. Cancel anytime. · Unlimited qualified intakes · 29 languages · 20 document uploads/intake · up to 10 team members | $499 a month |
| AI Phone Intake Line | Requires Professional plan. · 150 calls/month included · $4/call after · 29 languages | $699 a month |
| AI Demand Letter Drafting | Requires Professional plan. · Unlimited letters · PDF export · HTML copy · inline editing | $99 a month |
| Client Follow-ups + SMS Updates | Requires Professional plan. · Automated email and SMS nurture · status alerts · TCPA compliance features | $99 a month |
The first 8 of 9 plans, as caseplus.ai lists them, read 7 Oct 2026. The maker's own page has the final word. Every plan
Getting started
- Visit https://www.caseplus.ai/ and start the 30-day free trial without a credit card.
- Choose Starter or Professional based on intake volume, languages, uploads, and team size.
- Add the widget to your firm website with a script tag, following the instructions for your site platform or raw HTML.
- Enable any needed add-ons or lead forwarding integrations.
- Review AI-generated outputs before using them.
Verdict
Choose CasePlus AI if your plaintiff firm wants web or phone intake with real-time case scoring, and the plan limits fit your intake volume and team. The 30-day trial does not require a credit card. Look elsewhere if you need a free plan, and have an attorney review AI outputs before using them.
Questions
How much does CasePlus AI cost?
Starter is $299 a month, billed monthly. Professional is $499 a month, billed monthly. New customers can start a 30-day free trial without a credit card.
Is there a free plan?
No. A 30-day free trial is available to new customers.
Which platforms does it support?
CasePlus AI is web-based. Its widget installation instructions cover WordPress, Squarespace, Webflow, Wix, and raw HTML.
What integrations are available?
Lead data can be forwarded to Clio, Slack, Zapier, or a custom webhook. The support page says native Clio integration is live.
Does CasePlus AI train on customer data?
CasePlus says it does not train AI models on customer data and does not sell personal information.
What should firms know about its AI outputs?
CasePlus says it is not a law firm or a substitute for legal advice. It says AI outputs may be inaccurate and should be reviewed before use.
Facts from CasePlus AI's own pages
- Data and AI
- CasePlus says it does not train AI models on customer data and does not sell personal information. · caseplus.ai, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 7 Oct 2026
Where CasePlus AI stands on Freedom251
- Legal Intake Software#8 of 25