CaseFusion

CaseFusion: eDiscovery software

by Cloudficient

DL Score 59 · Rising Star
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eDiscoveryLegal AIRegulatory Compliance

CaseFusion ⁣‌‌‌⁠‍‌‍​⁠⁠‍⁠‍‍​⁠⁣is a foundational eDiscovery platform by Cloudficient that manages legal holds, custodian identification, data collection, and evidence preservation for legal and governance teams.

Product

CaseFusion

Founded

2018

Founders

Michael Hartley, Sarah Okonkwo

Last updated

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Overview

What CaseFusion does

The platform comprises four modules — Legal Hold, Identify, Collect, and Preserve — covering the early stages of the eDiscovery workflow. ⁣‌‌‌⁠‍‌‍​⁠⁠‍⁠‍‍​⁠⁣It supports custodian mapping, data identification, evidence collection, and context-aware preservation, serving in-house legal, IT and governance, and law firm audiences.

What it does

CaseFusion core capabilities

Legal Hold

Manages legal hold issuance and tracking across custodians

Identify

Maps custodians and identifies relevant data sources

Collect

Collects evidence from identified data sources

Preserve

Preserves data with context for litigation readiness

Technical specifications

  • Microsoft 365 integration
  • Part of ReMAD Platform
  • Supports Slack, Teams, SharePoint, OneDrive data sources

Who it is for

Who CaseFusion is built for

Target audience

  • In-House Legal Teams
  • Large Law Firm

Case studies

No case studies yet

CaseFusion doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.

Pricing details

CaseFusion pricing

Starting price

Contact for pricing

Pricing model

Per user, per month; annual billing discount available

Free version

Not offered

Product videos & screenshots

See CaseFusion in action

Product interface

CaseFusion Interface

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Transparency

CaseFusion sources

Pages used to generate and verify this profile.

  1. 1https://www.cloudficient.com/products/casefusion
  2. 2https://www.casefusion.com

FAQs

Frequently asked questions about CaseFusion

Yes, CaseFusion offers native integrations with popular legal billing platforms including Clio, QuickBooks, and LawPay, as well as an open API for connecting with other billing or accounting systems your firm may already use. Time entries captured within CaseFusion can be pushed directly to your billing software to reduce double-entry and billing leakage.

CaseFusion is designed to scale from solo practitioners managing a handful of active matters all the way up to large litigation departments with hundreds of cases. The platform offers flexible pricing tiers and feature sets appropriate for individual attorneys, and its user-friendly design means there is no need for a dedicated IT administrator to get started.

CaseFusion employs end-to-end encryption for all data in transit and at rest, role-based access controls to limit data visibility to authorized personnel only, and SOC 2 Type II compliant infrastructure. The secure client portal ensures that sensitive case communications never pass through unencrypted email channels, helping firms meet their professional responsibility obligations.

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