Guides forattorneys and firms.
Documentation for running Caseworth Pro at your firm — the Attorney Bridge, your intake dashboard, benchmarks, team access, and the embed widget.
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Educational reference only · Not legal advice. For anything account- or billing-specific, email support@caseworth.io and a human will respond.
What Caseworth Pro is, getting your firm verified, and the plans.
Caseworth Pro gives verified attorneys and firms an organized intake pipeline and AI-assisted case research. Software, not a substitute for your professional judgment.
How attorney and funder accounts get verified, and what the Boutique, Regional, and Powerhouse plans include.
A tour of the sidebar: Analysis, Pro Research, Dashboard, Integrations, History, and Help.
A queue of Lexstimate-backed case opportunities matched to your funding criteria.
The Pro Research workspace, the Medical Overview skill, and what unlocks at each plan tier.
Submit a case brief, run the multi-step analysis pipeline, and review the output before it's final. 5,000 credits per case.
Upload medical records for an automated chronology and damages summary. 1,000 credits.
Settlement analysis, the full Negligence & Evidence overview, and deep legal research unlock as your firm's plan tier increases.
Your firm's Bridge pipeline: the leads inbox, claiming, and working a case.
Connecting Caseworth to your CRM, and the embeddable intake widget for your site.
Caseworth's only CRM connection that's fully live end-to-end today. Push bridge leads straight into Clio.
The self-serve way to route leads into any CRM Caseworth doesn't connect to natively.
A direct integration for firms on SmartAdvocate, set up by Caseworth on your behalf, not self-serve.
Add Caseworth's AI intake assistant to your firm's own website. A Regional-plan feature.
Roles and seats on your firm account, usage reporting, and managing your subscription.
Invite teammates, assign a role, and track how many seats your firm has used.
See your plan, add seats, and manage billing from Team > Billing.
A monthly summary of your firm's activity (Boutique+), and estimate benchmarks by practice area and state (Regional+).
Reaching Caseworth support with a question about your firm account.
Ready to bridgeinformed clientsto your firm?
Caseworth Pro connects consumers who already understand their claim type, deadline, and Lexstimate benchmark to your intake — so the conversation starts from clarity.