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Case Management Software for Small Law Firms

Case management software for small law firms should do more than store matters: Caseagent puts an AI agent inside each file that reads documents, drafts first passes, and tracks every deadline, so a solo or 2-5 lawyer firm gets paralegal-grade support without the paralegal payroll.

Exhibit A The small-firm reality

You are the lawyer, the paralegal, and the calendar

At a solo or 2-5 lawyer firm, there's no one to hand the file to. Every hour of reading, drafting, and calendaring comes out of the same day you're supposed to bill.

$4,500+/mo

What a full-time paralegal costs. For most solos and small firms, that hire never pencils out, so the admin lands on the attorneys.

~2.9h/day

Of an average lawyer's day is billable, per Clio's Legal Trends research. The rest disappears into the non-billable middle of every matter.

#1

Missed deadlines and calendaring errors are the leading, most preventable source of malpractice claims, and small firms carry that risk alone.

Traditional practice tools store your matters and bill your time; the working of the file stays with you. Caseagent is legal case management software built the other way around: the agent works the file, and you review. It is attorney case management software for solos and small firms that carry big-firm deadline risk without big-firm staff.

Exhibit B Day in the life

A Tuesday with the agent on the file

An illustrative day at a fictional two-lawyer firm; no real customer is depicted. This is the workflow Caseagent is built to run, and the live demo shows the same agent producing real output on a sample file.

01
Overnight digest. The agent read what arrived yesterday: a new medical record, opposing counsel's email, a court notice. Each matter's chronology is already updated.
7:40 AM
02
First draft waiting. The demand letter you queued Monday is drafted from the file. You edit for twenty minutes instead of writing for three hours.
9:15 AM
03
Deadline flag. The court notice moved a hearing. The agent recomputed the dependent dates on the timeline and won't stop reminding until you confirm.
1:30 PM
04
Client updates, drafted. Status-update drafts for three clients, written from what actually happened this week. You review, personalize, send, and leave on time.
4:50 PM
Exhibit C Small-firm fit

The features that matter when the firm is you

Small firms don't need fifty modules. They need the hours back and the deadlines watched.

01

Deadline tracking that escalates

With no second set of eyes on the calendar, the agent is the backstop: every date in the file lands on a timeline with reminders that escalate until you confirm. See legal deadline tracking.

02

First drafts from the file

Demand letters, motions, and discovery requests drafted from the actual matter, in minutes, for your review. See legal drafting software.

03

A paralegal's reading, on every matter

The agent reads what arrives, keeps the chronology current, and spots the issues, so nothing sits unread while you're in court. See AI paralegal case analysis.

04

Client updates without the guilt pile

"Any news on my case?" gets answered on time: the agent drafts status updates from the matter's actual activity, and you approve before anything goes out.

Exhibit D Plan fit

Two tiers cover almost every small firm

Flat per-firm pricing, not per user. Full details, yearly discounts, and the pricing FAQ live on the legal case management software pricing page.

Solo

$149/mo

1 attorney · 25 active matters. For the solo practitioner who is currently also the paralegal.

Most popular

Firm

$399/mo

Up to 5 users · 150 active matters. One flat price for the whole firm: less than one billable hour a week.

Early-access pricing: there's no checkout yet. Requesting access reserves these prices, and onboarding opens in batches.

EARLY ACCESS · 2026

The paralegal you couldn't justify hiring

Join the early-access list and we'll email you when your spot opens. Every draft stays yours to review: a tool for lawyers, never legal advice.

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