Accountify.ai
Automates accounting tasks, including reconciliation, transaction categorization, and reporting, within Salesforce.
Arka BizApps INCPaid
CaseQube
by Law Accounting LLCSalesforcePaid
Manages legal client intake, matters, documents, billing, payments, trust accounting, and reporting in Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
CaseQube manages legal client intake and matters in Salesforce, including conflict checks, rule-based workflows, deadlines, and task automation. It stores and generates documents using dynamic templates, with e-signature support and folder-level access controls. The add-in supports personal injury, immigration, and family law workflows, including settlements and liens.
Key capabilities
from the Salesforce AppExchange listingClient Intake
AI-powered intake automates client onboarding and includes conflict checks.
Matter Management
Matter records include deadlines, rule-based workflows, and task automation tailored to practice areas.
Document Generation
Dynamic templates generate documents and support electronic signatures.
Document Management
Files can be stored, organized, shared, and access-controlled, including at the folder level.
Legal Workflows
Pre-built workflows cover personal injury, immigration, family law, settlements, and liens.
Billing And Prebilling
Trust Accounting
The accounting features manage trust and operating accounts and reconcile banks.
Payments And Reporting
The add-in collects client payments and provides general ledger, accounts receivable, accounts payable, reconciliations, and analytics.
Use cases
- A law firm can manage a client from onboarding through invoicing and payment in Salesforce.
- Practice teams can apply workflows for settlements, liens, deadlines, and assignments.
- Finance teams can manage trust accounts, operating accounts, bank reconciliations, and client payments alongside legal matters.
Who it's for
Law firms, legal practice teams, and finance teams managing legal matters, billing, payments, and trust accounts.
How it compares
CaseQube includes legal intake, matter management, document workflows, billing, payments, trust accounting, and reporting in Salesforce. Accountify.ai focuses on reconciliations, transaction categorization, and report generation, while CaseQube also includes client and matter workflows. Payment Connect focuses on ACH, eCheck, and card payments in Salesforce, while CaseQube includes payment collection with legal matter, billing, and accounting functions. ZapBills focuses on invoice generation and payment links, while CaseQube also includes matter management, documents, trust accounting, and reporting.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Accountify.ai | Paid | Cloud | |
| Payment Connect: PCI-Compliant ACH, eCheck, and Card Payments in Salesforce | Paid | Cloud | |
| ZapBills Invoicing and Payment Collection | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«CaseQube is an AI-powered legal practice management solution built on Salesforce to give law firms a single secure platform for the entire client lifecycle. From the moment a client is onboarded to the time invoices are paid, CaseQube streamlines every process with automation and intelligence. Key Capabilities …»