CasePlus AI

CasePlus AI is an intake and lead-scoring service for plaintiff law firms, delivered through a website widget and optional phone line. It suits firms that need to qualify incoming cases in real time and can budget for a paid plan plus any needed add-ons. The core intake is useful; document analysis and demand-letter drafting cost extra unless you choose the bundle.

Overview

CasePlus gathers incident details and scores liability, damages, statute of limitations, jurisdiction, and insurance during intake. That gives firms a way to prioritize leads as they arrive, but the scores should inform attorney review rather than stand in for legal judgment. CasePlus says it is not a law firm or legal-advice substitute and warns that its AI outputs may be inaccurate.

Firms can add analysis of accident photos, police reports, and medical records, including a settlement or verdict range with reasoning linked to the documents. A separate add-on drafts demand letters using intake conversations, uploaded documents, and case-value analysis. These tools extend intake into preliminary case work, but they do not remove the need for attorney review.

Key features

Conversational intake and lead scoring: The website widget and phone line collect incident details and score five case factors in real time. This is most useful for firms that want an initial screen before staff follow up.

Document analysis: The optional tool reads accident photos, police reports, and medical records, then estimates a settlement or verdict range and explains the estimate with reference to the documents. It is an add-on, not part of the entry plan.

Demand-letter drafting: The add-on drafts letters from intake conversations, uploaded documents, and case-value analysis. It supports inline editing and PDF export, but its attorney-review disclaimer matters: drafts should not be treated as final legal work.

Integrations and installation: Firms can forward lead data to Clio, Slack, Zapier, or a custom webhook; native Clio integration is live. The widget installs with one script tag, and instructions cover WordPress, Squarespace, Webflow, Wix, and raw HTML.

Privacy and support: CasePlus says it encrypts visitor contact information at rest with AES-256-GCM, uses TLS for connections, and scrubs detected Social Security numbers, card numbers, and birth dates from transcripts before persistence or LLM transmission. It also says it does not train AI models on customer data or sell personal information. Email and in-app chat support are available, with most weekday replies arriving within four business hours.

Pricing

CasePlus is paid, with plans billed monthly and a 30-day free trial that requires no credit card to start. The trial lowers the barrier to evaluating fit, but no free plan is offered for ongoing use.

Starter — $299 a month: Up to 100 qualified intakes per month, English intake, five document uploads per intake, and one attorney login. This is the lower-cost fit for a solo attorney or small firm with modest volume; the intake cap, single login, and English-only scope constrain growth and team use.

Professional — $499 a month: Unlimited qualified intakes, 29 languages, 20 document uploads per intake, and up to 10 team members. Firms with multilingual leads, heavier intake volume, or shared workflows get meaningful headroom over Starter.

Client Follow-ups + SMS Updates — $99 a month: Requires Professional. Includes automated email and SMS nurture, status alerts, and TCPA compliance features, so it adds follow-up capability but is not an option for Starter customers.

AI Demand Letter Drafting — $99 a month: Requires Professional and includes unlimited letters, PDF export, HTML copy, and inline editing.

SEO Content Engine — $149 a month: Requires Professional and produces eight AI-generated blog posts per month, hosted on CasePlus or available as copied HTML.

AI Document Analysis + Case Value — $149 a month: Requires Professional; analyzes accident photos, police reports, and medical records and estimates a settlement or verdict range.

AI Phone Intake Line — $699 a month: Requires Professional, includes 150 calls per month and 29 languages, then charges $4 per call after the included volume. Firms with unpredictable call volume should account for that overage.

Everything Bundle — $1,199 a month: Professional plus all five add-ons. It fits firms that expect to use the full suite; firms needing only one or two add-ons pay less by selecting them separately.

Enterprise — custom pricing: Includes white-labeling, SSO/SAML, audit logs, CRM integrations, a dedicated account manager, and custom API access. This is aimed at larger organizations needing administrative controls or tailored connectivity.

Starter and Professional are billed monthly and can be canceled anytime. Since each listed add-on requires Professional, firms should compare the total monthly cost of their intended setup rather than treating the starting price as the cost of the full workflow.

Platforms

CasePlus runs on the web. Its website widget can be added to common site builders or raw HTML, while the phone intake line is an optional paid add-on.

Who it's for

CasePlus is best suited to plaintiff firms that want structured intake and real-time lead scoring, especially those with enough volume to justify Professional or that need its language support and team seats. It is less suitable for firms seeking a free intake tool, a low-cost multilingual plan, or a standalone document-analysis or demand-letter product: those capabilities require Professional and additional monthly fees.

Pros and cons

Pro: Real-time scoring across liability, damages, limitations, jurisdiction, and insurance helps staff triage incoming prospects rather than simply collect contact details.

Pro: Professional combines unlimited qualified intakes, 29 languages, and up to 10 team members, providing room for larger or multilingual intake operations.

Pro: The no-card 30-day trial gives firms a month to assess the intake workflow before committing to a paid plan.

Con: Starter limits firms to 100 qualified intakes monthly, English, five document uploads per intake, and one login; firms can outgrow it quickly if intake is shared or multilingual.

Con: Document analysis, demand letters, follow-ups, SEO content, and phone intake add substantial cost and require Professional, so the $299 a month entry price does not cover the broader toolkit.

Con: AI outputs can be inaccurate and need attorney review, limiting how much of the case assessment or drafting can be delegated without oversight.

Alternatives

For a broader comparison, see Legal Intake Software.

Zayda is the better fit for teams wanting a free lead-response option across web and mobile, with a free plan for one user, one pipeline, and 250 records.

IntakeAI suits firms that want to start with a free web chatbot, capped at 50 conversations per month, before moving to its paid plan.

Intaker is another option for firms that prefer a service spanning web and mobile platforms.

Lawmatics is worth considering for firms seeking a wider practice workflow with intake, lead management, calendaring, forms, e-signature, SMS, and task management.

Reflekt Legal may suit firms that want a free phone-focused option with 30 calls, call transferring, and appointment scheduling.

Perspective AI Intelligent Intake offers a free entry point of 100 credits toward AI-powered conversations for firms that want to evaluate intake through a credit-based plan.

Esqase is an alternative for firms looking for a web and API practice-management workspace.

Eve AI Intake is another web-based intake option.

Verdict

Choose CasePlus AI if your plaintiff firm wants real-time intake scoring and you can support the monthly cost of the plan and add-ons that match your workflow. Its strongest case is the combination of lead qualification, multilingual team intake, and optional case-document and letter tools. Look elsewhere if a free plan, predictable low total cost, or AI work that needs little attorney oversight is central to your decision.