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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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
Manages legal hold issuance and tracking across custodians
Maps custodians and identifies relevant data sources
Collects evidence from identified data sources
Preserves data with context for litigation readiness
Who it is for
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Pricing details
Starting price
Pricing model
Free version
Product videos & screenshots
Product interface
CaseFusion Interface
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FAQs
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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