Get started with CasePulse in three simple steps

We make it easy to get up and running. From the initial demo to full implementation, we’re with you every step of the way.

1. Schedule a demo: Pick a time that works for you. We’ll schedule a Zoom call for your no-obligation introduction to CasePulse.
2. See a live walkthrough: We’ll show you exactly how CasePulse integrates with your existing case management system and firm workflow, tailored to your specific setup.
3. Go live: We handle the white-glove setup and your firm can start inviting clients in as little as a week. We’ll work around your schedule to get you up and running quickly.

Just a few of the features you can expect

Keep clients informed with a visual timeline of their case progress.

Collect information with custom forms that are easy for clients to fill out.

Sync specific case data from your case management system to the portal.

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Why firms choose CasePulse

Visual case updates: Clients can instantly see progress, status, and next steps — no calls needed.
Automated communication: Send status messages, collect documents, and reduce staff workload automatically.
Seamless integrations: Works with Neos, Needles, LawBase, and Litify — no double data entry required.
White-glove treatment: We provide a full-service, white-glove experience, handling everything from setup to support.

Are we charged for the number of cases in the portal?: No. All plans include unlimited cases, messages, files, forms, and support - no hidden fees or limits.
Are we locked into a long-term contract?: No. Subscriptions are month-to-month with a 30-day cancellation notice.
How much does CasePulse cost?: Pricing is based on the size of your firm. Visit our Pricing page and schedule a demo to get a custom quote.
How soon can we get started?: You can start inviting clients in as little as a week. We’ll work around your schedule and help you get up and running quickly.

Pick a time that works for you and we’ll show how CasePulse fits your firm’s workflow.