---
title: "CaseActive Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about CaseActive Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more."
source_url: "https://www.capterra.com/p/10041566/CaseActive/"
page_type: "product"
language: "en"
---

# 

 CaseActive Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 24, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

CaseActive

## What is CaseActive?

CaseActive is a white-labeled client portal for personal injury and mass tort law firms, automating case communications and engagement. It ensures consistent client contact throughout litigation, from intake to settlement, without manual staff involvement. Automated SMS and email notifications update clients on milestones like medical record requests or demand submissions. A branded activity feed lets clients track case status, reducing inquiry calls. The platform includes mass claimant messaging, custom intake forms, e-signatures, invoice generation, payment processing, and event management tools. Internal task management and note-keeping features keep staff organized. Supporting over seventy languages, it delivers updates in clients' preferred languages. CaseActive integrates with case management systems via API and webhooks, avoiding duplicate data entry. Setup involves uploading logos, selecting brand colors, and creating a custom domain, with secure client access via magic links.

## What is CaseActive used for?

[Legal Case Management](https://www.capterra.com/legal-case-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$39

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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Do you work for CaseActive?[Manage this product listing](https://www.g2.com/products/caseactive/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CaseActive

0.0

VS.

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

$39

Flat Rate, Per Month

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (6,068)

Value For Money

0.0 (0)

Value For Money

4.3 (4,685)

Customer Service

0.0 (0)

Customer Service

4.4 (4,478)

## CaseActive alternatives

[4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (1,055)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/)

Starting price

$250.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

## FAQs about CaseActive

Overview

### What company size and specific industries is CaseActive built for?

CaseActive is designed for legal businesses of all sizes, especially personal injury firms, mass tort firms, and other legal practices that need automated client communication and case management tools.

Features and Usability

### What are the key features of CaseActive?

CaseActive offers client management, case notes, and a client portal for case communication, plus 2-Way Messaging and document management. It also includes task management, calendar and deadline management, billing and invoicing, trust accounting, reporting & statistics, access controls/permissions, workflow management, and third-party integrations.

Pricing

### How much does it cost and what fees or limitations are included?

CaseActive starts at $39 per month for the Starter Plan, with a free trial available. Growth costs $99 monthly, Firm is $229, and Mass Tort is $449. The Enterprise Plan has no listed price. Starter includes unlimited clients and white-label branding.

Getting Started and Support

### What training and onboarding options does CaseActive offer?

CaseActive provides documentation for training and onboarding support. Documentation gives teams written reference material for reviewing features, following setup steps, and checking usage details as needed during implementation and day-to-day use.

Getting Started and Support

### What customer support options does CaseActive offer?

CaseActive provides email/help desk, FAQ/forum, knowledge base, and phone support. Support information is organized across self-service and direct contact channels. No reviewer feedback is available here, so user experience details such as response speed, helpfulness, or common frustrations cannot be stated from the catalog data.

## Features

AI summary

Based on 1,973 Legal Case Management reviews

Not all Legal Case Management products cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution:

-   **Case Management** (**67%** of reviewers rated this feature as critical)
-   **Document Management** (**55%**)
-   **Client Management** (**55%**)

CaseActive includes **Document Management** and **Client Management**, giving legal teams a way to organize matter-related files and keep client records accessible in one system. However, it does not offer **Case Management**. Instead, it provides other highly valued features, including **Billing & Invoicing** (**60%**), **Deadline Management** (**54%**), and **Calendar Management** (**52%**), helping businesses track key dates, manage billing tasks, and keep day-to-day legal work organized.

2-Way Messaging

Send and receive text messages to communicate with clients or prospects in real-time

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

CaseActive 33 features

### All Features
- 2-Way Messaging: Send and receive text messages to communicate with clients or prospects in real-time
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Case Notes: Access and track notes regarding case activities and updates within case files
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Conflict Management: Search and check for conflicts of interest or statutes of limitations
- Contract/License Management: Track, store, and access client contracts or licenses
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Docket Management: Manage and maintain a detailed record of information and updates associated with each court case
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Electronic Signature: Digitally sign online documents
- Full Text Search: Search for specific words or phrases within a document or database
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Mobile App: Access the system via a mobile application
- Online Payments: Accept and process online payment transactions
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Trust Accounting: Manage bookkeeping for client trust accounts
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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## Pricing

Free Trial

[View pricing plan details](https://www.capterra.com/p/10041566/CaseActive/pricing/)

Starter Plan

$39.00

Flat Rate,Per Month

It includes:

-   Unlimited clients
-   Feed, events, forms, invoices, and more
-   White-label branding
-   Email customer support

Growth Plan

$99.00

Flat Rate,Per Month

It includes:

-   Custom intake forms
-   Automation & bot triggers
-   Priority email support

Firm Plan

$229.00

Flat Rate,Per Month

It includes:

-   Webhooks & API access
-   Google Analytics integration
-   Onboarding call included
-   Ability to shape product roadmap

Mass Tort Plan

$449.00

Flat Rate,Per Month

It includes:

-   Claimant segmentation
-   MDL announcements blast
-   Dedicated account manager
-   Priority product input queue

Enterprise Plan

Contact vendor for details

It includes:

-   SAML-based SSO
-   Multiple hubs & client segment structure
-   Custom domain availability
-   Dedicated SLA & uptime guarantee

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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