Caseagent
Caseagent is web-based legal case management software for law firms, centered on an AI agent that works with matter files.
What Caseagent is
Caseagent is web-based legal case management software for law firms, centered on an AI agent that works with matter files. It reads documents, builds a chronology and identifies issues in the case record. From that material, it drafts demand letters, motions and discovery requests for attorney review. It also prepares legal research memos with citations flagged for verification and says it does not invent case names. Dates found in matters appear on a deadline timeline with escalating reminders until a human confirms them. Every output is first-pass work for a licensed attorney, and the agent does not file or send anything without sign-off. Caseagent states that traffic, stored data and backups are encrypted, with matter data isolated by firm. Client data is not used to train AI models. Solo is $149.00 per month billed monthly or $119/mo billed yearly ($1428/year). Firm is $399.00 monthly or $319.00 yearly; Practice is $899.00 monthly or $719.00 yearly. Enterprise pricing is by sales conversation.
Good
- Builds chronologies from matter documents
- Drafts legal documents for attorney review
- Flags research citations for verification
- Tracks deadlines with escalating reminders
- Encrypts traffic, data and backups
Watch out
- No free plan or trial
- Outputs require licensed attorney sign-off
- Not yet SOC 2 audited
- No named third-party integrations
Who it suits
It suits solo practitioners, small firms, mid-size firms and legal operations teams needing AI-assisted document work and deadline tracking. Enterprise is described for organizations with 50+ lawyers or legal operations.
Verdict
Caseagent focuses on document analysis, drafting, legal research and deadline management while keeping attorney approval in the workflow. Its paid plans scale from solo use to enterprise controls, but there is no free access.
Plans and prices
From Caseagent's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $149 a month | 1 attorney · 25 active matters · full AI agent · email support · $149/mo billed monthly; $119/mo billed yearly ($1428/year) |
| Firm | $399 a month | Up to 5 users · 150 active matters · shared matters and assignments · priority email support · $399/mo billed monthly; $319/mo billed yearly ($3828/year) |
| Practice | $899 a month | Up to 15 users · unlimited active matters · role-based permissions · priority support · $899/mo billed monthly; $719/mo billed yearly ($8628/year) |
| Enterprise | Priced on request | 50+ lawyers / legal ops · unlimited users and active matters · SSO/SAML · audit logs · SLA and DPA · dedicated onboarding · Talk to sales; custom invoicing, monthly or yearly |
The facts
Each one read from Caseagent's own pages, with the date it was checked.
What it does
- 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.checked 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.checked 9 Oct 2026
- Case analysis
- The agent reads matter documents, builds a chronology, and spots issues in the case file.checked 9 Oct 2026
- Compliance
- Caseagent says it is not yet SOC 2 audited and makes no compliance certification claims.checked 9 Oct 2026
- Deadlines
- Dates found in the matter are placed on a deadline timeline with escalating reminders until a human confirms them.checked 9 Oct 2026
- Drafting
- It drafts demand letters, motions, and discovery requests from the case file for attorney review.checked 9 Oct 2026
- Enterprise controls
- Enterprise includes SSO/SAML, role-based permissions, audit logs, and SLA and DPA provisions in Enterprise agreements.checked 9 Oct 2026
- Integrations
- The pages reviewed describe case file ingestion and an agent inside the matter but do not name third-party integrations.checked 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.checked 9 Oct 2026
- Research
- It produces legal research memos with citations flagged for verification and says it never invents case names.checked 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.checked 9 Oct 2026
- Support
- Solo includes email support, Firm includes priority email support, and Practice includes priority support.checked 9 Oct 2026
Where it runs
- 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.checked 9 Oct 2026
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