CasePlus AI
CasePlus AI is web-based client intake software for plaintiff law firms, using a website widget and phone line to collect incident details.
What CasePlus AI is
CasePlus AI is web-based client intake software for plaintiff law firms, using a website widget and phone line to collect incident details. Its conversational intake scores liability, damages, statute of limitations, jurisdiction, and insurance in real time. Optional document analysis reads accident photos, police reports, and medical records, then estimates a settlement or verdict range with reasoning tied to the documents. A separate demand letter add-on drafts letters from intake conversations, uploaded documents, and case value analysis; an attorney should review these drafts. Firms can forward lead data to Clio, Slack, Zapier, or a custom webhook. The widget is installed with a script tag, and instructions cover several website builders and raw HTML. Starter costs $299 a month and Professional costs $499 a month; additional paid features have separate listed prices. New customers can start a 30-day free trial without a credit card. CasePlus says contact information is encrypted at rest, connections use TLS, and certain sensitive data is scrubbed from transcripts. It says it does not train AI models on customer data or sell personal information. AI outputs may be inaccurate and should be reviewed; the service is not legal advice.
Good
- Scores intake details in real time.
- Optional analysis reads photos, police reports, and medical records.
- Lead data can be forwarded to Clio, Slack, or Zapier.
- 30-day trial requires no credit card to start.
- Support is available by email and in-app chat.
Watch out
- No free plan is available.
- Starter costs $299 a month.
- AI outputs may be inaccurate and require review.
- The service is not a substitute for legal advice.
Who it suits
It is intended for plaintiff law firms seeking automated intake and lead qualification through a website or phone line. Firms considering its AI-generated document analysis or demand letters should plan for attorney review.
Verdict
CasePlus AI combines conversational intake with optional document analysis and letter drafting for plaintiff law firms. The paid plans start at $299 a month, and its AI outputs require attorney oversight.
Plans and prices
From CasePlus AI's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| AI Demand Letter Drafting | $99 a month | Unlimited letters · PDF export · HTML copy · inline editing · Requires Professional plan. |
| Client Follow-ups + SMS Updates | $99 a month | Automated email and SMS nurture · status alerts · TCPA compliance features · Requires Professional plan. |
| SEO Content Engine | $149 a month | 8 AI-generated blog posts/month · hosted on CasePlus or copy HTML · Requires Professional plan. |
| AI Document Analysis + Case Value | $149 a month | Analyzes accident photos, police reports, and medical records; estimates settlement/verdict range · Requires Professional plan. |
| Starter | $299 a month | Up to 100 qualified intakes/month · English intake · 5 document uploads/intake · single attorney login · Billed monthly. Cancel anytime. |
| Professional | $499 a month | Unlimited qualified intakes · 29 languages · 20 document uploads/intake · up to 10 team members · Billed monthly. Cancel anytime. |
| AI Phone Intake Line | $699 a month | 150 calls/month included · $4/call after · 29 languages · Requires Professional plan. |
| Everything Bundle | $1,199 a month | Professional features · all five add-ons · Professional plan + all 5 add-ons. |
| Enterprise | Priced on request | White-label · SSO/SAML · audit logs · CRM integrations · dedicated account manager · custom API access · Talk to sales. |
The facts
Each one read from CasePlus AI's own pages, with the date it was checked.
What it does
- Data and AI
- CasePlus says it does not train AI models on customer data and does not sell personal information.checked 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.checked 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.checked 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.checked 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.checked 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.checked 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.checked 7 Oct 2026
- Purpose
- CasePlus AI provides AI-assisted client intake software for plaintiff law firms through a website widget and phone line.checked 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.checked 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.checked 7 Oct 2026
Money
- Trial
- The pricing page and terms state that new customers receive a 30-day free trial with no credit card required to start.checked 7 Oct 2026
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