Folders on every matter
Each new matter comes with the same folder structure, so every case file is organized the same way from day one.
Document management
Case document management
software for law firms
Every matter in CaseQube gets its own set of folders the moment it opens. AI reads and sorts incoming documents, and your team previews, shares and bundles files without leaving the case.
AI filed a document
PDF
ER_records_Mar04.pdf
→ Supporting Docs
Bundle ready
6 files merged · 1 PDF
What sets CaseQube apart
Matter Document Management, Built Into The Case
Your documents don’t live in a separate drive from the case. They live on the matter.
AI sorts incoming documents
AI reads scanned and uploaded files, then classifies, tags and files them in the right matter.
Bundles in a few clicks
Merge selected documents and download them as one bundle when you need to send a packet out.
Same permissions as the matter
Document access follows CaseQube’s Salesforce permissions, and every action is logged.
Law firm document organization that starts with the matter
No more deciding where a file goes, or hunting for where someone else put it.
- Ready-made matter foldersCaseQube creates folders for Bill, Client Docs, Correspondence, Email, Pleadings and Supporting Docs on every matter.
- Upload with tagsAdd tags when you upload, so documents can be found by type, party or stage later.
- Copy, move and renameReorganize files inside the matter, or move them between folders, without downloading and uploading again.
New matter · folders createdAuto
Bill
Client Docs
Correspondence
Email
Pleadings
Supporting Docs
Witness_statement.pdfWitnessDiscovery
Legal case file management without the downloads
Look at what’s in the file before you open it.
- Filter by file type and tagNarrow a matter’s documents to PDFs, Word files, presentations or images, or to a tag, in a couple of clicks.
- Preview in CaseQubeOpen documents and images inside CaseQube, so nothing ends up saved to someone’s desktop.
- Annotate while you reviewAdd annotations to a document as you read it, right in the preview.
PDFWordSlidesImages#Medical
Annotation
Treatment gap in April
Treatment gap in April
Viewed in CaseQube · not downloaded
Document version control for law firms
Know which version is current and who can see it.
- Version historyEarlier versions of a file stay on record, so you can see how a document changed over time.
- Access by profile, role and fieldCaseQube is built on Salesforce, so you decide who can see each matter’s documents and what they can do with them.
- Audit trailActivity on the matter is logged, so you have a record of who changed what.
DOC
Complaint.docx
Pleadings
v3Current · edited by D. RamosToday
v2Exhibits addedOct 24
v1First draftOct 20
Who can access
Attorney · editParalegal · viewBilling · no access
Secure client document sharing and legal document bundles
Get documents in and out of the case without email attachments.
- Share externallyShare documents with clients, co-counsel or other outside parties straight from the matter.
- Client uploads at intakePotential clients upload IDs and supporting documents through a secure portal. When they sign, those files move into the matter.
- Merge and download bundlesSelect documents, merge them and download them as one bundle for a client, a carrier or the other side.
Shared with co-counsel
3 documents · secure link
Client uploaded at intake
Driver’s license, insurance card
Bundle for carrierMerge & download
PDFPDFIMGDOCPDF
AI Document Classification For Law Firms
AI does the first pass on every document that comes in.
Trust
Security, Support And Getting Started
SOC 2 Type II certified
An independent auditor evaluated our controls against the AICPA Trust Services Criteria. The report is available under NDA for security reviews.
Built on Salesforce
Access can be set at the profile, role and field level, and every action in the system is logged.
Support from our own team
Our support team knows CaseQube and law firm workflows, not just software tickets.
Migration and training included
Our implementation team moves your data from your current system and trains your staff before go-live.
Explore More CaseQube Features
Smart IntakeCapture inquiries from every channel, run conflict checks and convert signed clients into matters.Matter ManagementOne record for every matter, with stages, task templates, deadlines, documents, billing and trust.Document GenerationCreate retainers, letters and agreements from Word templates and matter data.PI Settlement WorkflowsCalculate fees, liens and medical bills, then produce the client settlement statement.Time & ExpensesRecord hourly time, flat fees and costs against each matter.Flexible InvoicingHourly, flat fee and contingency billing with pre-bill review and LEDES.Integrated PaymentsA client payment portal for card and ACH payments.Full Legal Accounting SuiteTrust accounting, three-way reconciliation and a full general ledger.
Make your firm’s case files easier to manage
Book a demo and we’ll show you a matter’s folders filling up, from the first intake upload to the final settlement statement.
What is legal document management software?
Legal document management software stores, organizes and controls access to a law firm’s files. It keeps documents with the right client or matter, tracks versions and limits who can see what. In CaseQube, document management is part of the matter itself, so files sit next to the case’s tasks, billing and trust activity.
What is the difference between document management and case management software?
Document management software handles files: storage, folders, versions, access and sharing. Case management software runs the matter itself, with its people, stages, tasks, deadlines and billing. Many firms use two separate systems. CaseQube does both on the same matter record, so nobody has to match files to cases by hand.
How should a law firm organize case files?
Use the same folder structure on every matter, tag documents by type when they’re added, and keep emails and correspondence with the case. Limit access to the people working the matter. CaseQube creates the same folders on every new matter, so the structure doesn’t depend on who opened the file.
What security should legal document management software have?
Look for access controls by role, an audit trail of activity, version history and a secure way to share files instead of email attachments. CaseQube is built on Salesforce, with permissions at the profile, role and field level and a log of every action.
How are documents organized in CaseQube?
Each matter gets folders automatically: Bill, Client Docs, Correspondence, Email, Pleadings and Supporting Docs. Files can be tagged on upload and moved, copied or renamed as needed. Documents your team generates and files clients upload at intake land in the same matter.
What file types can I store in CaseQube?
CaseQube stores Word documents, PDFs, PowerPoint files and images on each matter. You can filter a matter’s documents by file type to find what you need quickly.
How does AI help organize incoming documents?
CaseQube’s AI uses OCR to read incoming documents, including scanned files. It classifies each document, pulls out key details, adds tags and routes it to the right matter. Your team reviews the results, so filing doesn’t depend on someone sorting every page by hand.
Can I see earlier versions of a document?
Yes. CaseQube keeps version history on matter documents, so earlier versions stay on record and you can see how a file changed over time.
Can I control who sees each document?
Yes. CaseQube is built on Salesforce, so access can be set at the profile, role and field level. You decide who can open a matter’s documents and what they can do with them, and activity is recorded in an audit trail.
Can I share documents with clients or outside counsel?
Yes. You can share documents externally with clients, co-counsel and other outside parties directly from the matter. Potential clients can also upload their own documents through a secure portal during intake.
Can I merge documents and download them as a bundle?
Yes. Select the documents you need on a matter, merge them and download them as a single bundle. It’s useful when you need to send a set of records to a client, an insurance carrier or opposing counsel.
Can I preview and annotate documents without downloading them?
Yes. CaseQube previews documents and images inside the matter, and you can add annotations as you review. Files don’t have to be downloaded to someone’s computer just to read them.