Choose the plan that fits your practice. Every tier includes core case management — upgrade for billing, SharePoint integration, and more.
Core case management essentials
For growing firms
For firms that need full integration
CaseWizard comes pre-configured with detailed tracking fields for 30+ practice areas including Personal Injury, Family Law, Criminal, Bankruptcy, Employment, IP, Real Estate, Tax, and many more. Every configuration is fully customizable to match your firm's needs.
Build your own document templates with placeholder fields. CaseWizard automatically fills them with live case data — party names, dates, court information, and custom fields — generating complete documents in one click.
CaseWizard integrates natively with Microsoft SharePoint for document storage and assembly. Your documents sync automatically, and your team can collaborate within the SharePoint ecosystem they already know, with full version history and permissions.
Yes. CaseWizard uses 256-bit AES encryption, is SOC 2 Type II compliant, and maintains full audit logs. Your data is backed up daily across multiple data centers.
All plans include email and phone support at no additional cost. We also provide onboarding assistance, practice-area configuration help, and training on document templates, SharePoint integration, and discovery workflows.
See how practice-area tracking, document auto-fill, SharePoint integration, and built-in billing can transform the way your firm operates. Schedule a free demo today.
No credit card required · Free onboarding