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Kit · 04 · For law firms
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Law CRM

Matter management for small + mid-sized firms. 12 practice areas with category-specific intake, AI doc pre-fill, per-matter Secure Vault (AES-256, ACL, tokenized shares, watermarking, client portal), Experts + Co-counsel directories. Live at law.cadsuite.com.

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law.cadsuite.com · Matter 2026-118
Law CRM — matter dashboard with 12 practice areas and Secure Vault
What's in the kit

Everything a small-firm matter file needs.

12 Practice Areas

Per-category stages, upload buckets, and intake questions. From personal injury to estate to insurance dispute.

AI Doc Intake

Drop the retainer, complaint, or policy PDF. AI pre-fills the matter — parties, dates, amounts, jurisdiction.

Secure Vault

Per-matter — AES-256-GCM encryption, ACL, audit trail, tokenized shares, watermarked outbound docs, client portal magic link.

Experts Directory

Directory of experts with CV, deposition history, contact tokens. Reuse across matters.

Co-counsel

Multiple co-counsel per matter. Assign roles, split fees, keep everyone in the same file.

Client Portal

Magic-link login. Client uploads intake, signs retainer, downloads deliverables — all watermarked.

Full checklist

Every feature. In writing.

The full inventory of what ships with Law CRM. Every practice area, every intake, every share.

Matter Management

  • 12 practice areas
  • Category-specific stages
  • Custom intake per category
  • Party directory (client, opposing, court)
  • Statute-of-limitations flags
  • Matter merge / split

Secure Vault

  • AES-256-GCM at rest
  • ACL per document
  • Audit trail on every read/write
  • Tokenized outbound shares
  • Watermarking on shares
  • Auto-expiry on tokens

Co-counsel + Experts

  • Multiple co-counsel per matter
  • Role + fee split
  • Experts directory
  • Deposition history on expert
  • Contact tokens
  • Reuse expert across matters

Client Portal

  • Magic-link login
  • Client intake forms
  • Retainer e-sign
  • Deliverable downloads (watermarked)
  • Message thread
  • Payment page

AI Doc Intake

  • PDF drop → matter pre-fill
  • Parties, dates, jurisdiction
  • Policy pre-fill (insurance matters)
  • Complaint pre-fill
  • Case-summary generator

Billing

  • Hourly + flat + contingency
  • Trust account tracking
  • Retainer replenishment alerts
  • QuickBooks sync
  • Aged receivables
  • Client statement PDF
Pairs well with

Bolt on the rest of the counsel bench.

Law CRM ships with everything above. These add-ons plug into the same matter record.

Pricing

Per seat. Per month. No tiers.

Same price for every lawyer + paralegal. Client portal users are always free — you only pay for the firm's seats.

Law CRM
$149 / user / month

12 practice areas + AI doc intake + Secure Vault. Live at law.cadsuite.com.

  • Unlimited matters, clients, documents
  • Secure Vault (AES-256, ACL, audit trail)
  • Client portal — free unlimited clients
  • Experts + co-counsel directories
  • Communicator (chat + AI) included free
  • Support included · no implementation fees
Request access

Open your next matter on CADsuite.

Real prices on the page — no demo call required. Trials are on pause; drop us a note and we'll set you up.