CaseFunders integrates with leading legal technology platforms, practice management systems, and payment providers — so your firm's workflow stays connected from intake to payment.
Designed to connect with your existing legal tech stack
CaseFunders is built to fit naturally into your existing firm workflow — from case intake to final billing, everything stays in sync.
Sync matters, contacts, and billing directly between Clio and CaseFunders for a seamless intake-to-payment workflow.
Connect MyCase client records and billing modules with CaseFunders to remove payment barriers at intake without duplicate data entry.
Deep integration with PracticePanther's matter management and billing pipeline — coming in Q3 2026.
Planned integration with Smokeball to connect client onboarding and payment plan setup in a single workflow.
Native Filevine integration for case-linked payment schedules and client funding options, launching late 2026.
Every payment processed through CaseFunders is powered by best-in-class, ABA-compliant payment infrastructure built specifically for law firms.
Our primary payment infrastructure partner powering card processing, ACH transfers, and payment plan management for retainers and case fees.
Legal-specific payment processing with full trust accounting compliance, IOLTA protection, and law firm billing rules built in by design.
Planned LawPay integration for firms already using their trust-compliant payment rails — no switching required.
All payment flows are structured to meet ABA Model Rules on client funds, safekeeping, and fee arrangements — protecting both firm and client.
Connect CaseFunders to your intake and CRM tools so affordability is addressed the moment a potential client walks in the door.
Send CaseFunders payment links directly through Lawmatics intake flows so financing options are part of the client's first touchpoint.
Integration with Actionstep CRM workflows to embed funding options directly into automated intake sequences.
Use our open API to connect CaseFunders to any proprietary intake or CRM system your firm already runs on.
When affordability is addressed at intake — not after — firms close more clients, reduce no-shows, and improve retention from day one. CaseFunders puts payment options at the front of the conversation, not the back.
Our referral program lets attorneys and firms share CaseFunders with colleagues — because access to legal representation should be a network effect, not a lucky break.
Get a unique referral link from your CaseFunders dashboard and share it with attorneys in your network.
Your referred colleagues get free access to CaseFunders and onboarding support from our team — no cost, no commitment.
Every firm you refer can now offer payment flexibility to clients who would otherwise go unrepresented. That's the real reward.
Whether you're a legal tech company, bar association, law school, or legal services network — if your mission aligns with removing barriers to representation, let's talk.
