Matter Management Reimagined with AI
CaseQube is a flexible, AI-enabled case and matter management platform. It’s designed for legal teams that need intelligent intake, workflow automation, and full visibility from lead to invoice — all within Salesforce.
Key Features
AI-Guided Intake
Route leads through intelligent questionnaires that classify case types and surface relevant actions.
Automated Task & Calendar Management
Generate tasks and timelines based on case stages, deadlines, and jurisdiction-specific rules.
Document Generation & E-Sign
Auto-fill templates, generate documents, and send for e-signature — all tracked within the case record.
Prebilling Workflows
Collaborate across timekeepers, reviewers, and billing teams to validate invoices before posting.
Full Case Lifecycle Visibility
Track every action, deadline, and document in one place — from client onboarding to final invoice.