Intake becomes the matter
When a prospect signs, convert the intake into a matter in one click. The client’s details, documents and history come with it.
Matter management
Legal matter management
software for law firms
CaseQube keeps every matter on one record: the people involved, tasks, deadlines, documents, notes, billing, settlements and trust. Your team works from the same file, and each matter moves through its stages on rules you set.
Stage reached · Treatment
Request medical recordsLog treatment datesNotify lien holders
3 tasks created and assigned
Deposition · 10:00 AM
Reminder set for the team
What sets CaseQube apart
A Matter Management System That Covers The Whole Matter
Intake, case work and the money side of a matter stay in one place.
Billing and trust on the same record
Time, invoices, settlements and the matter’s trust ledger sit on the matter itself, because LawAccounting runs inside CaseQube.
Set up by practice area
Stages, task templates and intake questions change by case type. An immigration matter and a personal injury matter don’t have to follow the same steps.
Built on Salesforce
Access is set by profile, role and field, and every change is logged. Your firm gets matter management on a platform large companies already trust with their data.
See every detail of a matter in one view
Stop checking five places to find out where a case stands.
- 360 matter viewRoles, tasks, documents, billing, settlements and activity on one screen, with more than 21 related lists on each matter.
- Matter rolesAdd clients, lien holders and opposing parties next to the attorneys, paralegals and clerks working the matter.
- Notes and activity feedRecord updates and decisions as internal notes. The activity feed shows what changed on the matter and who changed it.
Brooks v. Harbor Insurance21+ related lists
9
Roles
14
Tasks
38
Documents
21
Notes
52
Time
4
Invoices
1
Settlement
6
Trust
ClientLien holderOpposing partyAttorneyParalegal
Legal workflow automation for each matter type
Matters move through stages on rules you set, and the work for each stage is created for you.
- Stage-based flowsDefine the stages for each case type and the rules a matter has to meet before it moves forward.
- Task templates by practice areaBuild TaskSets for each practice area. When a matter reaches a stage, its tasks are created and assigned automatically.
- Calendar and remindersCourt dates and deadlines go on the matter calendar with reminders, so nothing depends on someone remembering.
Personal injury flow
Investigation
Police report on file
2
Treatment
3 tasks created · assigned to R. Kim
Demand
Rule: all medical records received
Legal task management your whole team can follow
Everyone knows what they own, what’s due and what’s late.
- Owners, priority and statusEvery task has an owner, a priority and a status, so work doesn’t sit unassigned.
- Progress you can seeEach matter shows a progress percentage as tasks are completed.
- One team, one fileAttorneys, paralegals and staff work in the same matter record instead of passing updates by email.
Matter progress
9 of 14 tasks complete
DBFile complaintHighLate
RKRequest medical recordsMediumDue Fri
MSClient check-in callLowDone
Matter tracking for partners and managers
Check progress across the firm without asking for status updates.
- Matter dashboardsSee progress, stage and owner for open matters as they change.
- List, timeline and calendar viewsLook at the same matters and tasks the way that suits the job: a list for triage, a timeline for planning, a calendar for deadlines.
- Stage trackingSee which stage every matter is in and filter by stage, owner or case type.
Open matters by stage
ListTimelineCalendar
Intake
12
Treatment
31
Demand
18
Litigation
9
Documents, billing and trust attached to the matter
The paperwork and the money side of a matter stay with the matter.
- Matter documentsEach matter gets its own folders, created automatically, for client documents, correspondence, email, billing and more. Files keep their version history.
- Documents from matter dataGenerate retainers, welcome letters and other documents from Word templates filled with the matter’s details.
- Billing, settlements and trustHourly, flat fee and contingency billing, settlement calculations and the matter’s trust ledger all tie back to the matter.
Brooks v. Harbor Insurance
Client docs
Correspondence
Billing
Billed to date$18,450.00
SettlementCalculated
Trust ledger$4,200.00
AI In CaseQube Matter Management
AI takes care of the sorting and routing work around your matters.
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 leads from your website, phone and email, run conflict checks and convert signed clients into matters.Document ManagementMatter folders, version history, tags and AI document sorting in one place.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 matters easier to run
Book a demo and we’ll walk you through a matter in CaseQube, from intake to close.
What is legal matter management software?
Legal matter management software is a system law firms use to run each case or legal matter in one place. It holds the people involved, tasks, deadlines, documents, notes and billing for the matter. It also moves the matter through stages, so the team can see where every case stands.
What is the difference between matter management and case management?
For law firms, the two mostly mean the same thing. “Case management” usually refers to litigation, while “matter” covers any legal work, including transactions and advice that never go to court. CaseQube works as both legal case management software and matter management software, so a lawsuit and a contract review run in the same system.
What features should matter management software have?
Look for one view of each matter, stages and task templates by case type, deadline reminders, documents stored on the matter, permission controls and an audit trail. It also helps when billing and trust accounting connect to the matter, so your team isn’t entering the same data in a second system.
How does matter management work in CaseQube?
Each matter is a single record. You set the stages and rules for each case type, and CaseQube creates and assigns tasks as the matter moves forward. Documents, notes, roles, billing, settlements and trust activity sit on the same record, so everyone works from one file.
Can I create a matter directly from a client intake?
Yes. Once the client signs the retainer, you can convert the intake into a matter in one click. The client’s details, uploaded documents and intake history carry over, so nothing has to be typed in again.
Can I set up different workflows for different practice areas?
Yes. Stages, task templates and intake questions can be set up by practice area and case type. A personal injury matter and an immigration matter can follow different steps, with different tasks created at each stage.
How are tasks assigned and tracked on a matter?
Tasks are created from templates when a matter reaches a stage and are assigned to the right person. Each task has an owner, priority and status. You can see tasks as a list, on a timeline or on a calendar, and the matter shows its progress as tasks are completed.
Can I see documents, billing and trust activity for a matter in one place?
Yes. Each matter has its own document folders, time entries, invoices, settlement details and trust ledger. LawAccounting runs inside CaseQube, so billing and trust activity are recorded on the same matter your attorneys work in.
How does CaseQube track court dates and deadlines?
Court dates and deadlines are added to the matter calendar, and CaseQube creates reminders for them. They also appear in the timeline and calendar views, so the whole team can see what’s coming up on each matter.
Can I control who sees each matter, and is there an audit trail?
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 and what they can see or edit, and every change is recorded in an audit trail.
Can CaseQube handle personal injury settlements inside the matter?
Yes. CaseQube calculates attorney fees, medical bills, liens and expenses on the matter and supports percentage or flat splits. It creates the disbursement transactions and produces a client settlement statement as a PDF, with an audit trail on every step.
Which practice areas does CaseQube support?
CaseQube is law firm case management software for personal injury, insurance defense, workers’ compensation, family law, mass torts, immigration, bankruptcy, criminal defense and corporate work. Stages and task templates are set up for each practice area your firm handles.