# 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

### Case Updates

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

![Mobile screenshot of CasePulse case updates](https://casepulse.com/wp-content/uploads/2025/05/screenshot-mobile.webp)

### Client Forms

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

![Mobile screenshot of CasePulse forms](https://casepulse.com/wp-content/uploads/2025/05/screenshot-mobile-forms.webp)

### Custom Content

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

![Mobile screenshot of CasePulse custom pages](https://casepulse.com/wp-content/uploads/2025/05/screenshot-mobile-custom-page.webp)

## Ready to get started?

[Book a demo](https://calendly.com/casepulse/demo)

## Integrations for the most powerful case management systems

## Everything you need

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.

## Common questions

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](/pricing/) 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.

## Schedule a demo

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

- Tailored to your firm
- No obligation
- Live demo via Zoom
- Ask questions

[Or reach out by email](/contact/)